Capital Advice For The Decisions That Cannot Be Got Wrong
Avertis Group advises founders, CEOs, CFOs and boards through the capital and strategic decisions that define the next stage of their companies.
From investor readiness and capital strategy to fundraising execution and strategic transactions, we work alongside management throughout the process.
One Partner Across The Capital Journey
Capital decisions rarely exist in isolation.
The financing structure affects valuation. Valuation affects investor appetite. Investor selection affects governance. Governance can influence future financing and exit optionality.
Our approach considers the complete picture.
What A Mandate Covers
Scoped to the transaction, sequenced around the market entry date.
Capital Strategy
We help management determine how much capital is required, when to raise it, which form of capital is appropriate and which investor universe should be targeted.
Typical situations: Series A–C+, growth financing, strategic investment and pre-IPO preparation.
Investor Readiness
We assess the company through an investor’s perspective before approaching the market.
This can include the investment case, positioning, financial model, data room, fundraising materials, valuation logic and management narrative.
Equity Story & Positioning
We transform company strategy, market opportunity, traction and growth plans into a coherent institutional investment proposition.
The objective is simple: make investors understand why this company, why this market and why now.
Investor Strategy
We define the appropriate investor universe according to sector, stage, geography, ticket size, mandate and strategic relevance.
Fundraising Advisory
We work alongside management throughout the financing process — from preparation and investor engagement to meetings, follow-ups, diligence and transaction progression.
Strategic & Transaction Advisory
For selected clients, we advise on strategic investments, partnerships, M&A opportunities and exit preparation.
Earlier Is Usually Better
This is exactly where we help: we make your company funding ready in a few clear steps — whenever you start, we pick it up from there.
12–18 Months Before a Raise
Build investor readiness and positioning.
6–12 Months Before a Raise
Develop the capital strategy and investor universe.
Actively Raising
Strengthen investor coverage and execution.
After a Financing Round
Prepare the company for its next institutional milestone.
Preparing For Your Next Funding Round?
Tell us where the company stands today and what the next round needs to achieve.