Helping You Achieve Breakthrough Success

Inspiring you to realize your goals, executing on your mission, and helping you achieve breakthrough success.

What We Do

We are professional experts delivering tailored solutions and strategies to elevate the business, financial, and operational health of your organization. Backed by CFA, FRM, and CPA credentials, we specialize in investment management, risk assessment, M&A due diligence, strategy development, analytics, project oversight, and more, driving sustainable growth and breakthrough success across diverse sectors.

Strategy & Finance

• Management Strategy
• M&A and Due Diligence
• Merger Integration
• IPO Preparation
• Interim Executive

Investment
Management

• Investment Strategy
• Portfolio Assessment
• Pension Plan Review
• Risk Management
• Analytics

Marketing & Sales

• Marketing/Branding
• Business Development
• Proposal Development
• Content Creation

Other Services

• Project Management
• Software Selection Advisory
• Change Management
• Third Party Oversight

Who We Are

RPN Ventures LLC is a woman-owned management consulting and advisory boutique firm, based in Pacific Palisades, California.

Our vision is to become your trusted advisor by inspiring you to realize your goals, executing on your mission, and helping you to achieve breakthrough success.

Collaborate with a team of seasoned professionals bringing over 20 years in investment management, quantitative analysis, risk modeling, portfolio optimization, and public sector pension audits; plus expertise in M&A due diligence, private equity advisory, fractional CFO services, and business scaling through offshore talent and technology integration. Together, we deliver proven success across diverse industries, executing complex multi-million dollar initiatives.

Core Differentiators

Team of seasoned professionals

A dedicated team of elite professionals, joined by CFA, FRM, and CPA experts, driving unparalleled synergy.

Strong analytics and execution

Powerful analytics and smooth execution empower confident decision-making and operational success.

Strategy-driven use of technology

Leveraging technology strategically to drive business goals and enhance operational efficiency.

What People Say About Us

From our first client to today, our journey has been about listening, learning, and creating meaningful impact together.

Southern California Grantmakers

RPN Ventures was hired to conduct an operation/organizational assessment. The work completed allowed us to make a more informed decision on the strategic direction of the organization. We really appreciate all the services offered and couldn’t speak more highly of them.

Karen M. Freeman

Chief Operating Officer

UHY Advisors, Inc.

RPN Ventures has helped us develop a strategic approach to developing and delivering our proposal responses. Their skills and experience, along with this strategic approach, has substantially grown our client portfolio.

Jack Reagan

Managing Director

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