Avertis Group advises ambitious FinTech, MedTech, Healthcare and AI companies on institutional capital raises and strategic transactions from Series A onwards.
We work alongside founders, CEOs and management teams to build the investment case, identify the right capital partners and execute the process from investor readiness through transaction.
If you are raising right now, the hard part is rarely finding investor names. It is having a case investors believe, a shortlist worth their time, and someone who keeps the process moving. That is the work we do with you, from preparation to signed round.
We look at your company the way investors will, and tell you what needs to be stronger before you go out.
We approach the investors who actually fit your stage, sector and ticket size — not a mass mailing.
We stay in the process with you: investor meetings, due diligence and the steps to close.
Four steps, one team, from first plan to signed round.
We agree how much you need, from whom, and by when — before anyone goes to market.
Equity story, deck, model and data room brought to the standard investors expect.
We build the investor shortlist, open the doors and keep meetings and follow-ups moving.
We stay in it through diligence, terms and signing — and afterwards if you want us to.
Coverage is deliberately narrow. We advise where specialist understanding and investor relevance matter most.
Payments, financial infrastructure, WealthTech, InsurTech, RegTech, embedded finance and emerging financial platforms.
Medical devices, diagnostics, digital medical technology, clinical technology and healthcare innovation.
Digital health, healthcare services, healthcare infrastructure, life sciences and technology-enabled care.
Applied AI, enterprise AI, vertical AI, infrastructure and technology businesses transforming established industries.
Six stages, run in sequence and revisited as the transaction develops.
Understand the company, capital requirement, transaction objective and existing investor readiness.
Build an institutional investment proposition around strategy, market opportunity, traction and growth.
Identify and prioritise investors according to mandate, stage, geography, ticket size and strategic fit.
Run targeted investor engagement and manage relevant conversations.
Support management throughout meetings, diligence, negotiations and transaction progression.
Where useful, remain as an external capital advisory partner beyond the transaction.
We advise a focused group of companies. The clearer the fit, the more value a mandate creates.
Fit is not a filter we apply at the end. It is the first question we answer.
You expect to raise within the next 6–18 months and want the process led properly from the start.
The round is underway and investor coverage, positioning or momentum needs strengthening.
The business is strong; the equity story, data room and financials are not yet institutional.
Series B or C, growth capital, strategic investment, M&A or an exit is being considered.
Avertis maintains a focused mandate portfolio.
Before accepting an engagement, we assess the company, management team, investment proposition, capital requirement, transaction readiness and probability of execution.
We accept mandates where we believe our involvement can create meaningful value and where expectations between Avertis and management are aligned.
Selectivity protects both our clients and our investor relationships.
Our model is designed around focused mandates, direct senior involvement and long-term alignment with management. We measure our work by the relevance of the capital engaged, the quality of investor conversations created and the progress achieved toward the client’s strategic objective.
Perspectives on institutional fundraising, investor readiness, private capital and strategic transactions across our core sectors.
If you are preparing for a Series A, Series B, growth financing or strategic transaction, tell us about your company and what you are looking to accomplish.