A capital practice with two distinct programs. Capital Advisory works alongside companies preparing to raise, restructure, or exit. Investments deploys our own capital, directly and through partnership structures. Separated by structure, joined by judgment.
2 Programs
7 Advisory work areas
6 Investment categories
ON THIS PAGE The practice | The two programs | Independence and the firewall | How we work
Most firms in our space hold one side of the table or the other. They advise companies, or they invest in them. We do both, and we have organized the practice so that we can do both honestly.
Capital Advisory and Investments operate as separate programs, under separate legal structures, with an information firewall between them. A company that engages us as an advisor is not by default a candidate for our investment. Where the two ever come together, the participation is made explicit, disclosed in writing, and consented to.
The practice works across the India–US corridor as its primary ground, with capital relationships, advisor depth, and transaction experience extending into Latin America, Europe, and Southeast Asia.
We work on the company's side of the table.
Capital Advisory works alongside companies preparing to raise, restructure, or exit. The work covers preparation to raise, transaction execution, and the structuring of capital across equity, debt, hybrid, non-dilutive, and special-situation instruments.
The program is fee-based. Where the structure allows it, part of the economics is tied to the outcome of the transaction. The program does not invest, does not represent investors, and does not take a position in the companies it advises.
SEVEN WORK AREAS
Capital readiness
Modelling
Narrative
Sell-side DD
Structuring
Matchmaking
Execution
Explore Capital Advisory →
We deploy our own capital, alongside management.
Investments deploys the firm's capital directly and through co-investment and partnership structures. The program invests across the stack — from solopreneurs and early-stage businesses through mid-market enterprises, family businesses, and special situations including distressed and turnaround.
The program is hands-on. Where a business benefits from it, we take an operating role alongside management. The program operates under a separate legal entity from the firm's advisory work, and is governed by the firewall.
SIX INVESTMENT CATEGORIES
Solopreneurs
Early stage
Mid-market
Family business
Distressed
Special situations
Explore Investments →
How we manage the conflict that arises when the same firm advises companies and invests in them.
The separation between Capital Advisory and Investments is not a posture. It is a legal and operational structure. The two programs operate under separate entities with separate engagement letters, separate confidentiality obligations, and separate teams of record on any given mandate.
Information from an advisory engagement does not flow to the investment program except by explicit written consent of the advisory client. We hold ourselves to this because the alternative is a firm that cannot honestly tell a founder which side of the table it is on.
Held across both programs, on every mandate. Stated plainly, held without exception.
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Partner-led
Each engagement is led directly by the managing director who runs the program, supported by the firm's advisor network for the sector or transaction depth the situation calls for.
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Disclosed economics
Fees, success components, equity participation, and any cross-program participation are disclosed in writing before an engagement begins. We do not work on terms a client has not seen.
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Held under separation
The two programs operate under separate legal entities, with an information firewall between them. Co-investment alongside an advisory client is made explicit, disclosed, and consented to before it occurs.
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Corridor-fluent
Built on the India–US corridor with capital relationships, advisor depth, and transaction experience extending into Latin America, Europe, and Southeast Asia. Cross-border by design, not accident
Strategy and capital are converging. The most consequential conversations now happen at the intersection. We have organised the practice to be in the room.
For capital engagements, please get in touch.
start@aadiprojects.com