A complete list of active advisors currently associated with Optimo Capital

Warmer can help you find a great advisor at Optimo Capital or one who fits your needs even better.

Optimo Capital works primarily with emerging companies, startups, and the founders, executives, and employees associated with those businesses, providing portfolio supervision and a range of related financial advisory services. In addition to investment supervision, the firm offers strategic consulting for early‑stage companies, including financial modeling, capital‑raising support, employee‑benefits design, and preparation of investor materials. The firm characterizes its relationship as assets under supervision or consultation rather than discretionary management, avoiding proprietary portfolios and trading ahead of client accounts. Its investment process combines top‑down macro analysis and bottom‑up credit and security research, documents client goals in written Investment Policy Statements, and performs regular internal portfolio reviews. Optimo Capital departs from many peers by offering a mix of fee arrangements—hourly and project billing alongside percentage‑of‑assets fees—and by having no stated account minimums, which facilitates work with individual founders and employees. The firm’s regular involvement in deal structuring, due‑diligence support, and leveraging of venture‑capital relationships for client capital‑raising is a notable advisory focus compared with managers that concentrate on pooled or institutional mandates.

To learn more about the advisors currently working at Optimo Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.