Capital formation, run as a mandate.
We are retained to build the capital case, prepare the institution behind it and run the process to close — with the counterparty set chosen deliberately rather than broadcast.
Four phases, one team, no handover.
A raise is won long before the first investor meeting. We spend the early weeks on the case and the institution behind it, because that is what determines the terms.
Capital case
The equity story, the plan behind it and the numbers that survive diligence. We define what is being financed and why the return is credible.
Preparation
Model, materials, data room and management readiness — built to institutional standard before a single approach is made.
Process
A deliberately chosen counterparty set, approached in sequence, managed to a competitive timetable rather than a broadcast list.
Close
Term sheet negotiation, structuring, confirmatory diligence and documentation — with us in the room through signing.
Retained, never success-only.
Success-only structures select for volume, not judgement. We charge a monthly retainer for senior capacity and a transaction fee on completion, agreed in writing before work begins.
Introductions to capital are made on a best-efforts basis. Avertis is not a regulated asset manager and does not take investment decisions on behalf of clients or investors.
Where the money actually comes from.
We map the counterparty set to the situation — instrument, cheque size, timetable and appetite — rather than approaching the market at large.
Institutional investors
Private equity, growth equity and venture funds with a defined mandate in our three sectors.
Private credit & debt funds
Unitranche, mezzanine and structured lenders for situations that should not be solved with equity.
Family offices & principals
Long-horizon capital that can move quickly and hold through a cycle.
Strategic & corporate capital
Corporates and platform owners investing where the commercial logic precedes the financial one.
Tell us what you are financing.
A partner reads every submission and responds in writing within ten working days.