Optimo Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Optimo Capital advises founders of venture-backed emerging companies, recently funded startups, and private investors (angel and venture) on portfolio supervision and capital-raising related matters. Services described in the brochure include tailored portfolio supervision, written Investment Policy Statements, and consulting work such as timeline development, due diligence management, term-sheet structuring, investor reporting, and preparation of pitch materials.
The firm describes a combined top‑down and bottom‑up approach to analysis, with regular team review of asset allocation and ongoing credit surveillance, and it emphasizes a supervisory/consultative model rather than discretionary management. Portfolios are documented with an IPS and reviewed periodically (the brochure notes at least weekly internal account review and annual IPS review), and clients retain execution and custody decisions.
Distinctive aspects compared with many peers include a clear focus on founder and startup advisory beyond typical portfolio work—leveraging relationships with venture firms and limiting engagements to a small number of companies to avoid conflicts. The brochure also highlights the firm’s use of the “assets under supervision/consultation” model, adoption of the CFA Institute codes of ethics, and notes that, as of the filing, it reported $0 of assets under supervision; it further references educational support elements such as investor reporting and pitch-deck assistance that align with workshop-style client education.
Client services
Expertise
Occupation focus
Fee options
Flat fees may be charged for project work; half payable upon execution of Client Service Agreement and half upon completion.
$0 - $10,000,000: 0.15% $10,000,001 - $25,000,000: 0.12% $25,000,000+: 0.10%
Juan Polanco and supervised persons accept compensation for sale of securities or other investment products.
$50 to $425 per hour depending on staff level ($325 to $425 per hour for professionals, from $50 per hour for staff).
Main office
2443 Fillmore St #380 1253
San Francisco CA 94115
Advisors at this office
1
Most active in
California
Also doing business as
Optimo Capital · Optimo Capital, LLC
Disclosures
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Business activities & affiliations
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Other specialized services
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