Our Services

Celaya Kapital provides comprehensive business and financial consulting solutions, spanning from strategic planning to startup fundraising support and corporate expansion strategies. Our services are divided into the following areas:

Strategic Consulting Services:

1. Wealth Planning Consulting for HNWIs & Family Offices

We work with high-net-worth individuals and family offices to develop comprehensive financial plans, legacy structures, and asset allocation strategies. Our services include risk assessment analysis, diversification planning, and generational wealth planning frameworks to help preserve and grow wealth efficiently. *

2. Startup Business Consulting & Fundraising Strategy

We help startups prepare for investment by developing robust financial models, conducting business due diligence, and creating investor-ready pitch materials. Our team provides strategic fundraising guidance to help startups navigate the complex investment landscape and connect with potential capital sources.

3. Integrated Business Consulting & Execution Support

Unlike traditional consulting firms that focus only on strategy, we take an active role in supporting the implementation of financial plans, helping structure business deals, and providing ongoing strategic guidance to maximize business outcomes.

4. Financial Modeling & Business Risk Analysis

We design custom financial models that assess market risks, forecast growth opportunities, and provide scenario-based planning tools to support informed business decision-making. Our analysis helps clients understand potential outcomes without directing specific investment decisions.

Specialized Consulting & Execution Services:

1. Capital Introduction & Networking Services

We connect startups and businesses with our network of potential investors, venture capital firms, and private equity partners, facilitating strategic introductions and relationship-building opportunities.**

2. Fundraising Strategy & Pitch Optimization

Celaya Kapital helps entrepreneurs and business leaders refine their business presentations, enhance storytelling, and develop persuasive financial materials that effectively communicate value to potential investors and partners.

3. Corporate Finance Strategy & Risk Management Consulting

We help businesses identify financial risks, develop capital allocation frameworks, and design risk mitigation strategies to support financial stability and business growth objectives.

*We do not manage assets or execute transactions on behalf of clients.

** We do not act as broker-dealers and do not receive transaction-based compensation.