Our Platform Partners amplify the impact of Ohio Angel Collective where we connect capital, expertise, and community to help founders scale and investors thrive. Together, we’re building the future of Ohio entrepreneurship.

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How is Tenacity different?

Tenacity integrates traditional financial planning with proactive tax strategy—offering the expertise of both a CPA and a CFP® professional under one roof. This ensures that tax considerations are never an afterthought, but rather a core element of your financial plan.

Who is an ideal client?

High‑net‑worth individuals—typically $1‑$30 MM—who value a high‑touch relationship: business owners eyeing an exit, executives with complex comp packages, or founders turning a liquidity event into multigenerational wealth.

What does the engagement look like?

Tenacity begins with a deep dive into every relevant financial detail, creating a precise quantitative plan. They then layer in each client’s personal goals—such as retirement timelines, family milestones, or philanthropic ambitions—before determining the right mix of investments. From there, their team implements the tailored financial plan to ensure efficiency across personal and professional finances.

What services are included beyond investing?

Beyond building and overseeing investment portfolios, Tenacity offers strategic tax planning, business entity structure advice, estate planning, college funding guidance, and more. With both a CPA and a CFP® professional on staff, they make sure no financial angle goes overlooked—so you get cohesive, well-rounded advice.

How are they paid?

Fee‑only fiduciary: a transparent percentage of assets under management. Optional project fees for stand‑alone tax or planning work are quoted up‑front.

How do I start?

Prospective clients can reach out to schedule a preliminary conversation. During this no-obligation session, Tenacity will gather high-level information about your goals and current financial landscape. From there, they’ll outline the next steps to ensure a seamless process if you choose to move forward.

Meet the Tenacity Team!

Sam McCoy, CPA and CFP® President

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Mike Rhinehart, CPA Director of Operations

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What is Big Kitty Labs?

Big Kitty Labs is a software development and consulting firm that partners with startups and established companies to design, build, and refine digital solutions. They support everything from basic web apps to complex AI-driven products.

What types of projects do they handle?

They tackle any software challenge: mobile apps that control IoT devices, dashboards for scheduling and maintenance, enterprise-grade tools for healthcare or solar companies, and even specialized AI projects like computer vision or data analytics platforms.

How does their free blueprint service benefit founders?

They offer no-cost discovery sessions to clarify your idea and propose a concrete plan.(Is this stated correctly, and can we make this claim?) This ensures you prioritize what’s essential, avoid waste, and establish a solid foundation before spending big on development.

Can they work with startups that aren’t fully funded yet?

Yes. Big Kitty Labs frequently collaborates with pre-funding ventures and leverages its network to help secure pilot clients, local grants, or other opportunities. They provide the tech roadmap and connections to help founders gain momentum without waiting for full financing. (how should we be framing this?)

What makes Big Kitty Labs different from other development shops?

They’ve launched and sold their own startups, so they understand revenue generation and scaling first-hand. They also mentor founders and universities, build local ecosystems, and focus on real-world validation rather than just building code. Their goal is to help you get paying customers and grow effectively.

Meet the Big Kitty Labs Team!

Tushar Kulkarni

CEO, Founder

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Morgan Koth, CFP® and FMCHC COO, Founder

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What is Velocity Health?

Velocity is a precision health and performance optimization platform for high-performing professionals. It blends functional medicine, data-driven biomarker analysis, and concierge-level care to deliver ongoing, personalized health strategies, far beyond basic bloodwork or one-off consults.

Who is it for?

Velocity is designed for individuals who want to operate at their best—founders, fund managers, and executives who treat their health like a competitive edge. It’s also a fit for family offices, VCs, and PE firms that want to invest in the well-being and longevity of the people managing their capital, or in the case of portfolio companies, the people growing it.

What’s the offering?

Members receive tailored care plans that include advanced lab analysis, continuous engagement with Velocity’s clinical team, and recommendations across everything from supplementation and hormone balance to sleep optimization and fitness strategy. Corporate programs and one-time 90-minute lab review consults are also available.

Why is this different from normal functional medicine?

Most functional medicine stops at diagnosis. Velocity treats health as a continuous performance asset. The team customizes optimal ranges (not just "normal" lab results), tracks progress over time, and offers rapid access to real human care, not forms and phone trees. This is the kind of proactive support most people wish they had five years earlier.

How do I get started?

Visit the Velocity Health website or contact an OAC team member to receive an OAC-exclusive discount to Velocity services. You can schedule an intro call with their clinical team to explore whether it’s the right fit for your health goals and performance priorities.

Meet the Velocity Health Team!

Sandeep Palakodeti, MD MPH
CEO, Founder

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