Capital Advisory Services

We help companies grow, offering sound, actionable advice, and partnership through every phase of development.

Or call us at

(828) 123-4567

Pairing Resources with Expert Guidance

Actionable Advice Through Every Phase Of Development

Today’s business landscape is more complex than at any other time in history. Whether you are operating locally, nationally, or globally, your business depends on reliable financial advice and leadership to grow. Our team is genuinely passionate about your success and has the expertise and experience to support you through every phase of growth. Ultimately, we want you to succeed, and we will work alongside you to ensure the outcome you envision.

Business Valuation

Corporate Structuring

Risk Mitigation

Change Management

Customer Relationships

Process Improvement

capital advisor cfo
capital advisory cfo
Advising Growth

A Creative Approach To Capital Advisory Services

We help companies with in-house guidance and expertise in navigating the world of debt and equity capital raises—providing guidance with financial sponsors, and strategic growth partnerships.

Consultation

Every business is as unique as the team behind them and the products they offer. When you approach us with your needs, we utilize our experience to draft a plan tailored to your specific goals.

Implementation

We help make decisions and advise in building world-class companies—navigating the capital raise and putting in place executive financial and operational expertise.

Measuring Success

As a Fractional CFO, I’m tasked with all of your financial responsibilities. My success is predicated on the evolution and growth of your company and getting capital into the business.

Forming Strategic Alliances

Working Closely With You To Achieve Your Goals

We are highly selective about the companies we partner with. Because we work so closely with them, we need to ensure that we are a good fit. We do not back untried business models or distressed companies, but we do not limit ourselves to any particular industry. 

We create customized funding strategies tailored to your business’s unique needs and industry dynamics.

We identify the best sources of capital, including venture capital, angel investors, grants, and loans, to support your growth.

We develop compelling pitch decks and presentations to engage potential stakeholders and provide accurate valuations to negotiate favorable terms.

We leverage our industry contacts to connect you with potential stakeholders and financial partners.

We prepare detailed financial projections and ensure all compliance documents are in order to facilitate a smooth due diligence process.

We develop strategies to address potential risks, enhancing your appeal and credibility.

We balance equity and debt financing to minimize costs and maximize growth potential.

We help integrate new capital into your operations, ensuring it is used efficiently to achieve your strategic goals.

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Challenging You To Succeed

Working With Us

Whether we are working with a new startup or a small business preparing to scale, we believe that the relationships you form along the way drive the result. As a partner and trusted advisor, we stand by our clients, providing value that goes beyond funding. When we work with you, we are an active participant in your success, building strong, sustainable foundations you can grow on.

Timing and Execution

Your Success Is Our Success

If your company is a small business on track to scale, we can help. We value people, relationships, and strong historical performance. After all, if your customers love you, you’re already doing something right.

Ethics. Integrity. Vision.

It’s about relationships. Creating, sourcing, connecting, enriching – these are all integral vehicles in our approach. Our advisory strategy is highly disciplined; our success is measured by the integrity and sustainability of our efforts, because we know that this is what it takes to achieve the ultimate goal.

Leadership

Structured across multiple private market strategies, Alpha Vanguard leads the way in development strategy. Our team of highly experienced professionals and advisors forge new paths and create opportunities. Our clients are small companies and stakeholders who share our drive and passion for being a part of something greater than the sum of its parts.

Industries We Serve

Advising Growth

Since 2012, Alpha Vanguard has been advising on the future of small business and providing opportunities for qualified stakeholders to participate in funding legacy. We bring world-class leadership to companies and stakeholders, in partnership for the next evolution in business. Accelerating the growth curve upward.

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How We Help

Our Services

Fractional CFO »

We bring world-class leadership to companies and stakeholders, in partnership for the next evolution in business. Accelerating the growth curve upward.

Capital Advisory »

We help companies with in-house guidance and expertise on navigating the world of raising capital (debt and equity capital raises). Guidance with financial sponsors, and strategic growth partnerships.

Board Strategy »

We put our disciplined advisory and leadership strategy to work with boards to create, source, connect, and enrich where help is needed along the journey.

M&A Advisory »

We assist companies with ‘in-house’ valuation and guidance for the next phase. We help buyers with valuation, structuring, and value add solutions and opportunities.

Partnerships »

We partner with Accelerators, Incubators, and Venture Studios, in true partnership, for the success of some of the world’s most promising companies. We are here to help.

Raised millions, managed billions. Dozens of clients. Proven success.