investify raises two-digit million amount in series A financing

Client B2B2C digital wealth manager with individualized financial advice and motif investment portfolios
Deal Type Equity capital raise
Sector TMT / FinTech
Deal investify raised two-digit million amount in series A financing round by Kontora family office and existing shareholders

What we did:

  • Coordinating the process in collaboration with the company‚Äôs management
  • Identifying potential investors and applying individual strategies for approaching
  • Preparing relevant marketing and process documents
  • Organizing and moderating management presentations