Apogee Capital

Connecting Capital with Opportunity

Financial Services

apogeevc.com

We’re the Capital Formation Team You’d Build In-House—If You Had the Time, Budget, and Bandwidth

Structuring. Investor Strategy.
IR & Compliance.
Distribution Execution.

After decades in capital markets, we saw a repeated pattern:
Sponsors with high-quality offerings—strong teams, assets, and execution—were still failing to raise capital efficiently.

The issue wasn’t their product.
It was fragmented capital formation:
Structuring handled by lawyers. IR outsourced to marketing. Compliance bolted on. No integrated ownership. No investor-segment alignment.

We built Apogee to solve the full-stack infrastructure gap.

Why Capital Formation Breaks for Mid-Market Sponsors

Agents who control relationships—and take a cut—without long-term accountability

Internal hires who can’t cover structuring, marketing, IR, compliance, and tech

Internal builds that collapse under cost, complexity, or regulatory friction

Vendors who sell parts—but no one owns the outcome

Platforms that give you tools—not a team

Capital formation is broken because no one owns it end-to-end.
That’s where we come in.

What is your solution and how does it work?
Precision Structuring That Unlocks Capital
We design stack architecture—terms, waterfalls, share classes, LP segmentation—based on what sophisticated investors will actually buy.
Structuring isn’t compliance. It’s conversion logic.

Built-In Compliance Infrastructure That Moves Capital
We embed KYC/AML, digital sub docs, audit trails, and full transfer agent execution.
Investor-ready. Day one.

Execution-Grade Capital Distribution—Under Your Brand
Our FINRA-supervised team engages investors under your banner, your narrative—without agents or platforms.
No cut, no pitch. Just clean execution.

We deliver capital formation as a system—run by former capital markets leads, not vendors or advisors.

Upfront diagnostic + infrastructure buildout (flat fee or retainer)

Optional execution support under a defined success-based model

Modular pricing based on function (structuring, IR, compliance, distribution)

No AUM fees, no carry participation, no agent-style economics

Referral-based entry.
We started by selectively diagnosing offerings from within our existing network—identifying high-quality sponsors with broken systems.
No marketing. No outbound.
Engagement is limited and qualified based on internal criteria.

We work with a limited number of sponsors per year—selectively chosen based on scale, sophistication, and viability.

Maintain low-volume, high-trust model

Expand modularity (e.g., structuring-only or IR-only engagements)

Refine internal qualification tooling for faster opportunity detection

Build IP and proprietary playbooks around investor segmentation and conversion

Partner quietly with allocator ecosystems for referral-tier sponsors

Led by former Heads of Capital Markets, investment bankers, and capital desk operators with backgrounds across private equity, broker-dealers, investment platforms, and institutional IR.