Built around the transactions that shape what comes next.
An independent capital advisory firm working with ambitious FinTech, MedTech, Healthcare, Real Estate and DTC companies from Series A onwards.
We partner with founders, CEOs, CFOs and management teams during critical stages of growth — preparing for institutional capital, positioning the investment case and executing financing and strategic transactions.
Independent advice. Focused mandates. Senior attention.
Companies approaching transformational financing or strategic decisions need more than investor introductions.
They need a partner capable of understanding the business, translating its potential into an institutional investment proposition and running a disciplined capital process alongside management.
We operate as an extension of the management team — combining capital strategy, investor readiness, investor targeting and transaction execution within one advisory relationship.
We deliberately maintain a focused mandate portfolio to provide direct senior involvement throughout every engagement.
A strong company does not automatically create a strong investment case.
Institutional investors evaluate businesses through a different lens: market opportunity, defensibility, management, scalability, financial performance, risk, valuation and potential returns.
Our role is to bridge that gap — articulating why a company represents a compelling investment and bringing that proposition to the investors most capable of supporting its next stage.
Built for institutional ambition.
We primarily advise venture-backed and growth-stage companies that meet most of the following conditions.
Series A or beyond
Companies with meaningful commercial, technological or clinical validation.
A defined capital objective
Typically institutional financing, growth capital or a strategic transaction.
Our core sectors
FinTech, MedTech, Healthcare, Real Estate and DTC / E-commerce.
International ambition
Businesses capable of attracting sophisticated global capital.
Partnership over introductions
Management teams seeking a capital advisory partner rather than an investor database.
How we work.
Five commitments that govern every mandate we accept.
Selectivity
We only accept mandates with genuine investor relevance and a credible path to execution.
Alignment
Engagement structures aligned with the long-term objectives of management and shareholders.
Relevance over volume
We prioritise investor fit over mass outreach.
Senior involvement
Mandates receive direct strategic attention throughout.
Confidentiality
Capital and transaction processes handled discreetly and professionally.
The right capital process starts before the first investor meeting.
Preparing a Series A, executing a growth round or considering a strategic transaction — we can assess where Avertis may add value.