We act as strategic partners — managing your portfolio, bridging the gap between breakthrough ideas and commercial success, and ensuring your family's capital drives meaningful impact.
Mastering the intricate management of venture portfolios requires a nuanced approach. At CapTable, our expertise uniquely positions us to align with families, facilitating the seamless management of their portfolio companies and accelerating the commercialization of deep, technologically sustainable ventures.
Our role extends beyond conventional portfolio management. We leverage our VC background to establish connections between stakeholders — founders, investors, strategic partners, and industry leaders — creating value at every stage of the venture lifecycle.
Strategic planning, risk assessment, and performance optimization across your entire venture portfolio. We manage the complexity so you can focus on the vision.
Strategic advisory to help portfolio companies bridge the gap from breakthrough to market. We align investments with long-term commercial goals and viable exit paths.
Bridging scientific breakthroughs to market-ready solutions. We facilitate stakeholder relationships that drive collaboration and accelerate innovation timelines.
Comprehensive financial models for portfolio companies. Forecasting to anticipate trends, identify risks, and facilitate proactive decision-making at every stage.
Facilitating early-stage investments leveraging venture capital insights. Building meaningful connections between family offices, founders, and strategic co-investors.
Transparent, impactful investment reporting for informed decision-making. Estate and succession planning to preserve and transfer wealth across generations.
We operate as dedicated stewards of your venture portfolio — your advocate and manager from day one.
We immerse ourselves in your objectives, risk tolerance, and vision. Understanding your family's unique position is the foundation of everything we build.
We design a custom venture program — investment thesis, governance, sector focus, and decision framework — aligned with your goals.
From deal sourcing and due diligence to portfolio management and exits — we run the day-to-day while you retain full decision-making authority.
No pitch deck. No pressure. Just a real conversation about where you want to go.