Strategic Advisory | Virtus Orbis

Our Services

What We Offer

We bring institutional rigor to founder-stage companies. From raising capital to structuring debt, we handle the financial complexity so you can focus on building.

Fundraising Strategy and Execution

End-to-end fundraising support from narrative design to investor targeting. We build the financial models, pitch materials, and data rooms that institutional investors expect.

Equity story development and positioning
Financial model construction (3-statement, LBO, DCF)
Investor materials: pitch deck, teaser, information memorandum
Data room setup and management
Investor targeting and outreach support
Term sheet negotiation and closing support

Due Diligence and Investment Evaluation

Comprehensive financial, operational, and strategic due diligence for incoming or outgoing investments. Whether you are raising, acquiring, or being acquired.

Financial due diligence (quality of earnings, working capital)
Operational assessment and risk identification
Commercial due diligence support
Investment memoranda and recommendation reports
Stress testing and scenario analysis
Red flag identification and mitigation strategies

Acquisition and Transaction Advisory

We support founders navigating acquisition interest from family offices, strategic buyers, and institutional investors.

Valuation analysis (comparable companies, precedent transactions, DCF)
Deal structuring and term optimization
Negotiation strategy and support
Management presentations and buyer meetings
Coordination with legal and tax advisors
Post-close transition planning

Debt Structuring and Credit Advisory

Senior and mezzanine structuring, covenant design, security packages, and intercreditor negotiations. Non-dilutive financing with optimal terms.

Debt capacity analysis and sizing
Lender identification and relationship management
Term sheet negotiation
Covenant structuring and headroom analysis
Security package design
Intercreditor agreement negotiation

FP&A and Financial Infrastructure

Driver-based forecasting, liquidity planning, budget variance analysis, and reporting automation. The financial backbone for data-driven scaling.

KPI framework design and implementation
Driver-based financial forecasting
Cash flow and liquidity management
Budget vs. actual variance analysis
Board and investor reporting packages
Reporting automation (80%+ reduction in manual work)

How We Work

Engagement Process

We operate as an extension of your team, not as distant consultants. Our process is designed for speed, transparency, and real outcomes.

Discovery

We start with a focused scoping session to understand your situation, goals, constraints, and timeline. No generic proposals.

Diagnosis

We analyze your financials, market position, and strategic options. We identify gaps, risks, and opportunities before recommending action.

Build

We develop the models, materials, and frameworks you need. We work embedded in your workflow, not in isolation.

Deliver

Finished deliverables with full knowledge transfer. We stay available for ongoing support and iteration as needed.

Who We Work With

Our Clients

We are selective about the clients we take on. We work best with ambitious teams who value partnership over vendor relationships.

Startup Founders

Seed to Series B companies preparing to raise, building financial infrastructure, or navigating strategic decisions.

Scale-ups

Growth-stage companies optimizing unit economics, structuring debt, or preparing for M&A.

Family Offices

Private investment vehicles evaluating opportunities, conducting due diligence, or structuring direct investments.

Corporates

Established companies needing fractional finance expertise for specific projects or transactions.

Why Work With Us

There are many advisors in the market. Most have never sat in your seat. We have managed portfolios exceeding €520M, structured over €280M in mezzanine financing, and advised 20+ founders through raises, acquisitions, and strategic pivots. We bring real operating experience, not just slide decks.

Institutional experience, founder mindset. We have worked at the highest levels of institutional finance, but we understand the realities of building a company.
Results-oriented. We measure success by outcomes: capital raised, deals closed, portfolios optimized. Not hours billed.
No fluff. We do not produce 100-page reports that gather dust. We deliver actionable work that moves the needle.
Global reach. Our network spans the US, Europe, Middle East, and Africa. We can make introductions that matter.
Long-term view. We build relationships, not transactions. Many of our clients have worked with us across multiple companies and roles.

Institutional finance for founders