Factory building

Our Services

Clean closes, clear governance, and reporting that drives decisions — we put operational discipline behind capital.

Capital Advisory & Portfolio Consulting

Capital Advisory & Portfolio Consulting

Practical, auditable decision-making

Deliverables: investment policy outline, screen rubric, DD checklist, sizing model, reporting.

  • Tailored mandates for private and institutional investors

  • Tailored mandates for private and institutional investors

  • Tailored mandates for private and institutional investors

  • Pipeline building, screening, and diligence memos

  • Pipeline building, screening, and diligence memos

  • Pipeline building, screening, and diligence memos

  • Portfolio construction, risk controls, and allocation plans

  • Portfolio construction, risk controls, and allocation plans

  • Portfolio construction, risk controls, and allocation plans

  • Ongoing reporting you can actually use

  • Ongoing reporting you can actually use

  • Ongoing reporting you can actually use

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Principal Investment & Co-Investment

Principal Investment & Co-Investment

We invest alongside aligned partners when the thesis and structure are right

Deliverables: participation term sheet, governance matrix, monitoring cadence.

  • Direct or SPV-based participation

  • Direct or SPV-based participation

  • Direct or SPV-based participation

  • Clear governance, information rights, and exit pathways

  • Clear governance, information rights, and exit pathways

  • Clear governance, information rights, and exit pathways

  • Post-close monitoring and operator support where needed

  • Post-close monitoring and operator support where needed

  • Post-close monitoring and operator support where needed

Deal Origination & Brokerage (Intermediation)

Deal Origination & Brokerage (Intermediation)

We source, qualify, and broker private transactions between vetted parties

Deliverables: opportunity brief, process timeline, draft terms ledger, closing checklist.

  • Introductions and controlled process management

  • Introductions and controlled process management

  • Introductions and controlled process management

  • Term negotiation support and risk allocation planning

  • Term negotiation support and risk allocation planning

  • Term negotiation support and risk allocation planning

  • One line on the cap table via SPV/nominee where appropriate

  • One line on the cap table via SPV/nominee where appropriate

  • One line on the cap table via SPV/nominee where appropriate

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Syndicate Formation & Placement

Syndicate Formation & Placement

Clean, deal-by-deal syndicates

Deliverables: SPV setup, allocation plan, investor updates schedule.

  • Structure, allocation strategy, and LP communications

  • Structure, allocation strategy, and LP communications

  • Structure, allocation strategy, and LP communications

  • Optional carry for sponsors; consolidated cap table entry

  • Optional carry for sponsors; consolidated cap table entry

  • Optional carry for sponsors; consolidated cap table entry

  • Subscription docs and closing coordination

  • Subscription docs and closing coordination

  • Subscription docs and closing coordination

Corporate Administration & Operations

Corporate Administration & Operations

Put discipline behind strategy

Deliverables: operating calendar, controls matrix, KPI and cash dashboards, investor update template.

  • Entity setup, governance cadence, board materials

  • Entity setup, governance cadence, board materials

  • Entity setup, governance cadence, board materials

  • Compliance workflows, document control, and data rooms

  • Compliance workflows, document control, and data rooms

  • Compliance workflows, document control, and data rooms

  • Treasury rails, cash reporting, vendor/payroll operations

  • Treasury rails, cash reporting, vendor/payroll operations

  • Treasury rails, cash reporting, vendor/payroll operations

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The Process

How We Work

How We Work

Define the job: mandate, constraints, decision rights.

Define the job: mandate, constraints, decision rights.

Define the job: mandate, constraints, decision rights.

Source and screen: thesis-aligned pipeline, transparent scoring.

Source and screen: thesis-aligned pipeline, transparent scoring.

Source and screen: thesis-aligned pipeline, transparent scoring.

Diligence: commercial, technical, legal/ops; red-flag ledger.

Diligence: commercial, technical, legal/ops; red-flag ledger.

Diligence: commercial, technical, legal/ops; red-flag ledger.

Structure: terms, governance, protections, reporting.

Structure: terms, governance, protections, reporting.

Structure: terms, governance, protections, reporting.

Close and operate: execute, monitor, and adjust.

Close and operate: execute, monitor, and adjust.

Close and operate: execute, monitor, and adjust.

Report: clear metrics and next actions.

Report: clear metrics and next actions.

Report: clear metrics and next actions.

Our Clients

Who We Serve

Who We Serve

We partner with investors, operators, and cross-border teams that need structured capital, clean closes, and ongoing operational discipline.

Private Investors

Family offices and private investors seeking institutional-grade process

Private Investors

Family offices and private investors seeking institutional-grade process

Private Investors

Family offices and private investors seeking institutional-grade process

Operators & Founders

Operators and founders requiring structured capital and clean closes

Operators & Founders

Operators and founders requiring structured capital and clean closes

Operators & Founders

Operators and founders requiring structured capital and clean closes

Syndicate Leads

Syndicate leads who want bigger allocations with cleaner admin

Syndicate Leads

Syndicate leads who want bigger allocations with cleaner admin

Syndicate Leads

Syndicate leads who want bigger allocations with cleaner admin

Funds

Funds needing intermediation into off-market or cross-border deals

Funds

Funds needing intermediation into off-market or cross-border deals

Funds

Funds needing intermediation into off-market or cross-border deals

Companies

Companies and investment vehicles needing corporate administration and operations support

Companies

Companies and investment vehicles needing corporate administration and operations support

Companies

Companies and investment vehicles needing corporate administration and operations support

International Teams

International teams requiring cross-border operational setup and ongoing reporting discipline

International Teams

International teams requiring cross-border operational setup and ongoing reporting discipline

International Teams

International teams requiring cross-border operational setup and ongoing reporting discipline

Ellipsis Global Advisors Inc.

Contact

info@ellipsisglobaladvisors.com

Purpose: This section is a disclaimer. It explains what Ellipsis does and does not do, how we are licensed, and who our information is for.

Scope of services: We provide investment advisory, intermediation/brokerage of private transactions between qualified parties, syndicate facilitation, and corporate administration/operations. Where we are not registered to distribute securities, any placements occur only through licensed counterparties.

Registration and jurisdictions: [If registered] Ellipsis Global Advisors Inc. is registered as an Exempt Market Dealer in [jurisdictions]. We may distribute private placements only to eligible investors in those jurisdictions. [If not registered] Ellipsis is not acting as a dealer on this website. We make introductions and manage process; any distribution occurs through licensed affiliates.

No offer / no advice: Nothing on this site is an offer to sell or a solicitation to buy securities. Nothing here is personalized investment, legal, tax, or accounting advice.

Risks: Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.

Conflicts and principal investing: Ellipsis or its principals may participate as investors in certain transactions. Any conflicts will be identified and disclosed in writing.

No client relationship: Viewing this site or contacting us does not create a client, advisory, or agency relationship until formal agreements are executed.

© 2025 Ellipsis Global Advisors Inc. | All Rights Reserved

Ellipsis Global Advisors Inc.

Contact

info@ellipsisglobaladvisors.com

Purpose: This section is a disclaimer. It explains what Ellipsis does and does not do, how we are licensed, and who our information is for.

Scope of services: We provide investment advisory, intermediation/brokerage of private transactions between qualified parties, syndicate facilitation, and corporate administration/operations. Where we are not registered to distribute securities, any placements occur only through licensed counterparties.

Registration and jurisdictions: [If registered] Ellipsis Global Advisors Inc. is registered as an Exempt Market Dealer in [jurisdictions]. We may distribute private placements only to eligible investors in those jurisdictions. [If not registered] Ellipsis is not acting as a dealer on this website. We make introductions and manage process; any distribution occurs through licensed affiliates.

No offer / no advice: Nothing on this site is an offer to sell or a solicitation to buy securities. Nothing here is personalized investment, legal, tax, or accounting advice.

Risks: Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.

Conflicts and principal investing: Ellipsis or its principals may participate as investors in certain transactions. Any conflicts will be identified and disclosed in writing.

No client relationship: Viewing this site or contacting us does not create a client, advisory, or agency relationship until formal agreements are executed.

© 2025 Ellipsis Global Advisors Inc. | All Rights Reserved

Ellipsis Global Advisors Inc.

Contact

info@ellipsisglobaladvisors.com

Purpose: This section is a disclaimer. It explains what Ellipsis does and does not do, how we are licensed, and who our information is for.

Scope of services: We provide investment advisory, intermediation/brokerage of private transactions between qualified parties, syndicate facilitation, and corporate administration/operations. Where we are not registered to distribute securities, any placements occur only through licensed counterparties.

Registration and jurisdictions: [If registered] Ellipsis Global Advisors Inc. is registered as an Exempt Market Dealer in [jurisdictions]. We may distribute private placements only to eligible investors in those jurisdictions. [If not registered] Ellipsis is not acting as a dealer on this website. We make introductions and manage process; any distribution occurs through licensed affiliates.

No offer / no advice: Nothing on this site is an offer to sell or a solicitation to buy securities. Nothing here is personalized investment, legal, tax, or accounting advice.

Risks: Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.

Conflicts and principal investing: Ellipsis or its principals may participate as investors in certain transactions. Any conflicts will be identified and disclosed in writing.

No client relationship: Viewing this site or contacting us does not create a client, advisory, or agency relationship until formal agreements are executed.

© 2025 Ellipsis Global Advisors Inc. | All Rights Reserved