About Avertis Group

Independent capital advisory for companies at a turning point.

We help growth companies from Series A onwards raise capital and take major strategic decisions. A partner leads every mandate personally.

Based in
Zurich, Switzerland
Model
Independent, partner-led
Clients
Series A onwards
Sectors
FinTech, Healthcare, Real Estate, DTC
Office towers
01 · Our firm

More than investor introductions.

A major financing round or strategic decision needs an adviser who understands the business, not just a list of investors.

We learn how your company works, turn its potential into a case institutional investors can assess, and run the capital process together with management.

We act as an extension of your team: capital strategy, investor preparation, investor selection and execution in one relationship. We take on a limited number of mandates so a partner stays involved from start to finish.

02 · Our purpose

A strong company does not automatically make a strong investment case.

Investors judge a business on its market, defensibility, team, scalability, financials, risk, valuation and expected returns.

We close that gap: we explain clearly why your company is worth investing in, and bring that case to the investors best placed to back its next stage.

03 · Who we work with

Companies built for institutional capital.

Most of our clients meet the majority of these points.

  1. 01

    Series A or later

    Proven traction: commercial, technological or clinical.

  2. 02

    A clear capital goal

    Usually an institutional round, growth capital or a strategic transaction.

  3. 03

    One of our sectors

    FinTech, Healthcare, Real Estate or DTC / E-commerce.

  4. 04

    International ambition

    A business that can attract experienced investors from abroad.

  5. 05

    Looking for a partner

    A team that wants an adviser, not an investor database.

04 · How we work

Five principles for every mandate.

  1. 01

    Selective

    We only take mandates that are relevant to investors and realistic to execute.

  2. 02

    Aligned

    Our fees and incentives follow the long-term goals of management and shareholders.

  3. 03

    Targeted

    We approach the right investors, not as many as possible.

  4. 04

    Senior-led

    A partner works on your mandate directly, throughout.

  5. 05

    Confidential

    Every process is handled discreetly.

Start a conversation

A good capital process starts before the first investor meeting.

Preparing a Series A, a growth round or a strategic transaction? We will tell you honestly where we can help.