Our Services

Illustration of a business meeting with two professionals reviewing charts and graphs, including a pie chart, bar graphs, laptop with rising graph, and money symbols, representing financial analysis and growth.

Celaya Kapital provides financial solutions, spanning from investment management to startup fundraising and corporate expansion strategies. Our services are divided into the following areas:

Advisory Services:

  • Wealth Management Advisory for HNWIs & Family Offices → We provide tailored investment strategies, legacy planning, and portfolio management to ensure long-term financial security for high-net-worth individuals and family offices. Our services include risk assessment, asset diversification, and generational wealth planning to preserve and grow wealth efficiently.

  • Startup Investment Advisory & VC Fundraising → We help startups secure investment by developing robust financial models, conducting due diligence, and preparing investor-ready pitch materials. Our team provides strategic fundraising guidance to help startups navigate the complex investment landscape.

  • Integrated Financial Advisory & Execution → Unlike traditional advisory firms that focus only on strategy, we take an active role in implementing financial plans, structuring deals, and facilitating investments to maximize returns.

  • Financial Modeling & Risk Analysis → We design custom financial models that assess market risks, forecast growth opportunities, and provide scenario-based investment planning to support informed decision-making.

Specialized Consulting & Execution Services:

  • Venture Capital Deal Flow & Investor Matchmaking → We connect startups and investment funds with potential investors, VCs, and private equity partners, facilitating strategic partnerships and funding opportunities.

  • Fundraising Strategy & Investor Pitch Optimization → Celaya Kapital helps entrepreneurs and business leaders refine their investment pitches, enhance storytelling, and develop persuasive financial materials that attract the right investors.

  • Corporate Finance & Risk Management Advisory → We help businesses identify financial risks, optimize capital allocation, and implement effective financial risk mitigation strategies to ensure financial stability and growth.