Millo Capital is a consulting firm focused on Strategic CFO Services for Investment Firms and Funds.
Investment Operations
- Advising portfolio managers & advisors on asset allocation models, fundamental & technical analysis and risk management
- Providing counsel on the launch of advisory firms and hedge funds including formation, operations and compliance
- Creating compliance-vetted marketing commentaries for brokers, advisors and fund managers
Strategic Planning
- Leading strategic planning and ideation projects in order to define differentiated value propositions and associated messaging
- Providing counsel on the launch of advisory firms and hedge funds including formation, operations, & compliance
Capital Consulting
- Providing strategic advice and project management for all aspects of a firm or fund’s capital raise, billed hourly
- Creating or reviewing pitch decks, financial models and offering documents and processes
- Arranging introductions to various sources of capital or pipeline of investments
Greg Pulver
Head of Strategy and Corporate Development
Risk Management | Market Insight | Portfolio Strategies | Fund and Firm Operations
We want to hear from you.
If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!