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CAPITAL DYNAMICS CONSULTING

Guiding Investors with Informed Intelligence

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Mastering Complex Investment Challenges

Astute investors face a labyrinth of information, quantitative data, qualitative insights, and instinct-driven choices—all demanding precise analysis and the ability to discern critical underlying trends.

This crucial responsibility can be daunting, yet it is paramount for informed decision-making.

At Capital Dynamics Consulting, navigating this labyrinth with a keen eye and meticulous scrutiny, backed by years of experience, is what we define as TRANSACTION FORENSICS.

Much like deep-sea divers in murky waters, we delve into the depths of financial documents that many prefer to avoid. Within these dark realms, we probe and expose critical details—illuminating risks and revealing opportunities hidden from the surface view. Our expertise ensures that no submerged fact remains obscured, equipping you with the clarity needed to make informed, confident investment decisions.

Are you ready to explore the depths of your financial landscape and uncover hidden potential? Dive deeper with us at Capital Dynamics Consulting.

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Dramatic Virtual Event Spotlighting Real Cases!

Omni Financial Consulting Services

Contributing to Robust Investment Strategies

CD Consulting masterfully collaborates with all levels of investors, advisors, and capital allocators - from private individuals to institutional venture funds - to customize confident investment strategies.

We do the heavy lifting:

  • Investment Vetting
  • Market Analysis
  • Debt & Equity
  • Crowd Funding Review
  • Meticulous Due-Diligence
  • Capital Syndication
  • Financial Analysis / Reporting
  • Valuation Assessment
  • Deal Structures/Negotiation
  • Profit Distribution Methods
  • Warrant Concessions

PRECISION TRANSACTION FORENSICS

(unveil every detail with unmatched clarity- Increase Negotiation Effectiveness)

We have a robust network of legal, accounting, marketing, staffing, and insurance professionals offering additional expertise.

We will also provide deal sourcing for select industries.

Guiding Investors and Capital Allocators with Expertise & Insight

Tailored to meet the distinct needs of investors and capital allocators, our consulting services offer various levels of engagement to ensure you have the precise support required for your investment strategies. Choose from a range of options designed to enhance your portfolio performance and decision making capabilities.

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Service Levels for Customized Engagement

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Description:

Perfect for new clients seeking an overview of potential
investment landscapes or specific investment opportunities.

Includes:

One-time focused, detailed analysis of a priority investment opportunity, risk assessment, and preliminary forecasting.

Best for:

Investors needing a thorough evaluation of potential
venture/s that are looking for the very best solution.

Description:

Receive regular, in-depth advisory services and reports to guide day-to-day investment decisions and portfolio management.

Includes:

Monthly performance analysis, market trend updates, and
strategic investment recommendations to help your succeed.

Best for:

Active investors and allocators looking for continuous
guidance and strategic insights just for you.

Description:

Our premium service offering for those requiring close, ongoing collaboration on complex portfolios and large-scale investment activities.

Includes:

Weekly consultations, comprehensive market analysis, access to exclusive investment opportunities, and priority support.

Best for:

Institutional investors, family offices, and professional
allocators needing expert, hands-on partnership.

Description:

Fully customized consulting solutions developed to
address your unique challenges, goals and objectives.

Includes:

Custom engagement terms based on your needs, including but not limited to due diligence, transaction forensics & investment structuring.

Best for:

Investors with specialized or non-traditional investment portfolios requiring tailored expertise.

Not sure which service fits your investment strategy?

Reach out for a detailed consultation, and let's align our expertise with your investment goals.

Are you Ready to Capture YOUR COMPETITIVE EDGE?

Arm Yourself with a Secret Weapon—Your Own Private Sleuth.

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25 Years of Experience

With over 25 years of experience in capital markets, Sherri Haskell has thrived in various roles, such as stockbroker and commodities trader for 12+ years, featured in financial best seller: Alexander Elder’s Entries and Exits, and owner/manager of Capital Dynamics Hedge Fund during the tumultuous period of 2007/08. She has emerged from these challenges unscathed and ready for more. Sherri’s subsequent years include an exceptionally successful tenure in private equity, where she co-launched thirteen private funds, raised total capital for all, and later founded Canna Angels, LLC as its CEO.

With three securities licenses (series 7, 63, 65) under her belt and as a Registered Investment Advisor, Sherri has successfully raised over $170 million across a diverse array of ventures, spanning from early-stage development to publicly traded enterprises and private funds. Her passion for equestrianism, coaching horsemanship, and traveling across ten different countries on horseback further enriches her fortitude, wealth of experience, diverse knowledge, confidence and empathy, which she brings to her consulting and advisory services.

Featured Article

Sherri Haskell was featured as one of The 15 Rising Stars of marijuana’s investment scene that everyone from Wall Street to Silicon Valley should know. May 2018

Read The Article

Sherri Haskell, Advisor

Global Leader investing, advising, and partnering in high-growth companies with women leaders, 132+ Investments, 10 Exits, $520M in Syndicate, & $32M Venture Fund.

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Leadership Council

Since 1937 NSBA serves over 65k members in every industry. As an advocate leader, Ms. Haskell will be contributing to our Economic Development & Technology Committees.

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Sherri Haskell, CEO / Founder

The leading cannabis Angel investment consortium. Proven in identifying, attracting, and funding exceptional tech-focused opportunities. 50 Companies, 6 Exits.

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New Press Release!

Business Leader Sherri Haskell Named to NSBA Leadership Council
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Our Valued Customers:

  • Individual investors
  • Investor groups & syndicates
  • Angel Investor/s
  • Private Investment Funds
  • SPACs
  • RIA’s
  • Wealth Managers
  • Registered Investment Advisor (RIA)
  • Asset Management
  • Investment Syndicators
  • Family Offices
  • Private Equity
  • Financial Advisors
  • Estate Managers/Custodians
  • Crowd Fund partners, and participants.
  • Corporate Venture
  • Venture Capital
  • Fund Allocators
  • Lawyers
  • Merger, Acquisition Brokers
  • Business Brokers
  • Trustees
  • Deals, Deals, Deals
  • ...And More!

Testimonials

Read an Incredible Endorsement
The cannabis session was fantastic! I could have listened and dialogued for hours. It was definitely one of the conference highlights, much as I had hoped it would be. Thank you for providing such an engaging and informative experience.
R. Weissman
I'm consistently impressed by the quality and potential of the opportunities you present. There are multiple reasons for my high regard for Sherri as she has many successes through her career. Sherri has been a very successful entrepreneur which stems from her incredible ability to analyze financial documents of the most complex companies and ferreting out their real EBITDA and hidden financials. She is patient, incredibly bright, and extraordinarily pleasant to be with, She is an excellent teacher of her craft and fun to be with. Sherri has many winning attributes, and I could write pages to chronicle all of them. "Your ability to pick winners is truly fabulous! Keep up the great work!
R. Markman, Sr. Executive and Board Member/Investor
I would love to discuss your stellar industry overview in greater detail. Your insights and expertise are unparalleled in the industry. You are making it work. You’re doing such a brilliant job. BRAVO!!Thank you for being the best!
N. Langenborg
Wednesday night was truly awesome. Your interview with Fiona Ma was especially insightful, and you were an engaging and dynamic host throughout the evening. Thank you for providing such a memorable experience.
M. Shapiro
I thought your presentation was excellent! Your expertise and command of the industry were truly impressive, and I would love to review your slides to continue learning from your insights.
MG. Armanino LLP
Sherri, It was great to see you last night and your event was absolutely amazing. The level of depth covered by the presenters and the range of focus of the companies suggested to me that you really thought through the selection of the participating firms. Congratulations!
R. Sheridan, Investor
Sherri: What a great platform you have created. I was impressed working with you during your private equity tenure, and this is a natural evolution. You know how to size up a deal with the best! You’ve done a tremendous job of curating, vetting, and preparing the companies. Let me know when we can get together to discuss further. Thank you!
C. Landsill, Investor
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Business Leader Sherri Haskell Named to NSBA Leadership Council

FOR IMMEDIATE RELEASE: June 17, 2024 

Sherri Haskell – (415) 722 4849 – sherri@capdynamics.com

SAN FRANCISCO, CA– Sherri Haskell, CEO of Capital Dynamics Consulting, was recently named to the National Small Business Association (NSBA) Leadership Council. NSBA is the nation’s oldest small-business advocacy organization, operating on a strictly nonpartisan basis. As a seasoned leader in the business community, Ms. Haskell will collaborate with other small-business advocates nationwide to bring vital small-business issues to policymakers in Washington, D.C.

“As the CEO of Capital Dynamics Consulting, my commitment to shaping impactful advocacy that influences effective laws, regulation, and access to capital has never been stronger,” said Ms. Haskell. “My role in NSBA’s Leadership Council will further enable me to champion our collective small-business message to Congress.”

Ms. Haskell, who founded Canna Angels, LLC, has expanded her focus with Capital Dynamics Consulting, a firm dedicated to advancing business innovations and empowering both entrepreneurs and investors. Her extensive experience as a Registered Investment Advisor, stockbroker, and hedge fund manager, coupled with her active engagement in community service and equestrian sports, underscores her continued dedication to both her professional and personal pursuits.

Capital Dynamics Consulting focuses on driving financial and strategic innovation, offering specialized consulting services to empower entrepreneurs and investors. With a track record of raising capital for over fifty companies and dozens of funds, Ms. Haskell provides in-depth analysis, strategic planning, and capital-raising support. Her leadership at NSBA will concentrate on critical small business challenges such as tax reform, regulatory restraint, healthcare costs, and especially how access to capital impacts small businesses.

“I am proud to have Sherri Haskell as part of our Leadership Council,” stated NSBA President and CEO Todd McCracken. “She came to us highly recommended, and I look forward to our coordinated efforts for years to come.”

For more on the NSBA Leadership Council, please visit www.nsba.biz. For more information about Capital Dynamics Consulting, visit www.capitaldynamicsconsulting.com.

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Letter of Recommendation

A decade and a half ago, I was recommended to her as a start-up specialist. What I observed is an unprecedented mix of smarts, experience, personality, and determination, to name just a few.

She had been a successful stock trader and was in transition at the time and looking for Sherri’s next opportunity. Cannabis was just at the beginning as an industry, and she perceptively saw the potential. Despite the uncertainty and image of cannabis, she recognized that the time was right, and knew she could be a force in moving it forward. And she was right. She created CannaAngels, started making presentations, engaged a large law as her sponsor partner, and within a short period of time became the national leader and a required panelist on conferences across the country.

I’ve seen her build a network of experienced advisors, access financial support for small start- ups, educate, counsel, and train the start-ups to make presentations to investors and write excellent materials.

Her ability to quickly and perceptively see the strengths and areas to improve an organization is beyond impressive. She can ‘zero in’ on what works, how to build on it, and what needs support. I have never seen anyone else close to her extensive skillset that knows instinctively how to execute necessary changes with confidence and skill.

Her approach to founders and employees is kind, but firm, and she quickly brings tremendous value to an organization as she becomes a necessary part of their growth. I’ve seen her do it numerous times over the years.

She is charming, funny, very smart, knows how to ‘work the room’, make powerful connections, and is the first one to bring along as you grow your organization.
Her marketing smarts, financial acumen, quick perceptions, planning and execution skills are C- level. She is at the top of my list of someone to bring along to build an organization.

If you have the opportunity to associate with Sherri to start, grow and maintain your organization with confidence and fun, I highly recommend that you engage her for the ride to growth and success.

If you have questions or would like to inquire more about Sherri, please contact me. 

Tom Goren