Jonathan spent 22 years working for a large technology company.

He led a team focused on designing new wearable technologies. After being denied funding to develop a new optical device, he left the company to start his own business focused on building what he believed was a winning idea. He financed the start-up through self-funding, some “friends and family” investments and a modest bank loan.

After two years and several form factors, Jonathan developed a winner. Ultimately, that same large technology company bought the company for the device that Jonathan and his team had created. 

This gave him a tremendous sense of accomplishment and validation – and a significant financial windfall. Not only would he and his family be financially secure, Jonathan knew this wealth would allow his grandchildren and their children to prosper; he knew his legacy would be secure.

Illustrative purposes only. This is not an actual client of LEEP Asset Management and does not represent an actual client experience.