Global Investors and Bespoke Financial Solutions

Capital Raising Firm providing innovative solutions to companies seeking investment and growth.

Trusted by world-class players

Proficient Exectution

Leveraging unmatched value through profound domain expertise and a vast network of global relationships.

About Us

About Us

About Us


At CLIENTVISION we leverage decades of expertise in capital raising, financial advisory, FinTech, and M&A transactions to drive growth and connect businesses with strategic investors and partnerships.

Specialising in high-growth sectors such as FinTech, Medical Technology and Renewable Energy, we provide innovative solutions that unlock new opportunities in a way never done before in the capital markets.


At CLIENTVISION we leverage decades of expertise in capital raising, financial advisory, FinTech, and M&A transactions to drive growth and connect businesses with strategic investors and partnerships.

Specialising in high-growth sectors such as FinTech, Medical Technology and Renewable Energy, we provide innovative solutions that unlock new opportunities in a way never done before in the capital markets.


At CLIENTVISION we leverage decades of expertise in capital raising, financial advisory, FinTech, and M&A transactions to drive growth and connect businesses with strategic investors and partnerships.

Specialising in high-growth sectors such as FinTech, Medical Technology and Renewable Energy, we provide innovative solutions that unlock new opportunities in a way never done before in the capital markets.

25+

25+

25+

Years of Experience in Capital Markets and Fund Raising

Years of Experience in Capital Markets and Fund Raising

Years of Experience in Capital Markets and Fund Raising

25+

25+

25+

Years of Capital Market Structuring and Financial Advisory

Years of Capital Market Structuring and Financial Advisory

Years of Capital Market Structuring and Financial Advisory

10+

10+

10+

Years of Experience With Digital Marketing & Demand Generation

Years of Experience With Digital Marketing & Demand Generation

Years of Experience With Digital Marketing & Demand Generation

Our Engagement Approach

Understanding Investor Segment

We start by gaining a deep understanding of your business, goals, and type of investor you would like to engage.


We start by gaining a deep understanding of your business, goals, and type of investor you would like to engage.

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Research and Analysis of Our Extensive Database

Our analytics team conducts research on our direct network of Institutional, Family Offices, Investment Banks, Private Equity, Venture Capitalists, HNWI Investors, based on your investor requirements to prepare our engagement strategy.

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Our Proprietary System

Then, we use our proprietary system that interrogates our global private investor databases, and with a high level of accuracy, will pin point specific investors that meet your deal criteria using several qualifiers such as previous investments, portfolio history, current mandates etc.

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AI Email Infrastructure

We will contact these investors with extremely personalised messaging, ensuring your company is being portrayed as a perfect fit for the investor.


With our Email Infrastructure, we are contacting these investors at 10X the volume of traditional methods, while maintaining personalisation facilitating engagements with investors that are more likely to be interested in your company, and at speed.

We will contact these investors with extremely personalised messaging, ensuring your company is being portrayed as a perfect fit for the investor.

With our Email Infrastructure, we are contacting these investors at 10X the volume of traditional methods, while maintaining personalisation facilitating engagements with investors that are more likely to be interested in your company, and at speed.

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Transaction Execution & Due Diligence

Managing the transaction process from start to finish, including detailed due diligence, market positioning, and client acquisition.

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Growth & Strategy

Our network of Private Equity Firms, Family Offices, and Strategic Investors provides more than just capital.

These investors offer invaluable board-level expertise and insights that can help guide and manage growth, offering critical support for expansion.

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Other Services Include:

Capital Growth &
Strategic Advisory

Capital Growth &
Strategic Advisory

Our expertise empowers leadership teams to implement effective growth strategies through capital raising, M&A transactions, joint ventures, and strategic partnerships.

We also offer comprehensive financial advisory services, transaction execution, due diligence analysis, and market positioning to support business expansion and long-term success

Our expertise empowers leadership teams to implement effective growth strategies through capital raising, M&A transactions, joint ventures, and strategic partnerships.

We also offer comprehensive financial advisory services, transaction execution, due diligence analysis, and market positioning to support business expansion and long-term success

Debt Advisory

Debt Advisory

Customised financing solutions for businesses. Our expertise includes Debt Restructuring, Debt Refinancing, Capital Structure Optimisation, Leveraged Finance Advisory, Asset-Based Lending (ABL), and Venture Debt.

Customised financing solutions for businesses. Our expertise includes Debt Restructuring, Debt Refinancing, Capital Structure Optimisation, Leveraged Finance Advisory, Asset-Based Lending (ABL), and Venture Debt.

Mergers & Acquisitions

Mergers & Acquisitions

Our senior bankers leverage deep industry relationships and M&A expertise to guide clients through every stage of mergers, acquisitions, and divestitures. We provide tailored deal structures, in-depth market analysis, and expert negotiation to achieve premium valuations.

From strategic advisory to seamless execution, we ensure successful outcomes for both buy-side and sell-side transactions, while managing the complexities of integration and long-term value creation.

Our senior bankers leverage deep industry relationships and M&A expertise to guide clients through every stage of mergers, acquisitions, and divestitures. We provide tailored deal structures, in-depth market analysis, and expert negotiation to achieve premium valuations.

From strategic advisory to seamless execution, we ensure successful outcomes for both buy-side and sell-side transactions, while managing the complexities of integration and long-term value creation.

Recent Track Record

Your Company's Identity is Protected With Us.

Your Company's Identity is Protected With Us.

Your Company's Identity is Protected With Us.

Medical Device

$4.5MM AUD

Microbiome Company

$50MM AUD

Asset Investment Trust

$20MM AUD

Property Investment Trust Fund

$20MM AUD

Environmental Growth Fund

$20MM AUD

Fintech Business

$30MM USD

Crypto Venture

$15MM USD

Construction/ Powerplant Infrastructure

$25MM USd

$25MM USD

$25MM USD

Retail Bank

$15MM AUD

EV/Renewable Energy

$6MM USD

Schedule a Meeting Now

Unlock access to the right investor today.

Schedule A Meeting

Schedule a Meeting Now

Unlock access to the right investor today.

Schedule A Meeting

Schedule a Meeting

Schedule a Meeting

About Us

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© 2024 – CLIENTVISION

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About Us

Schedule a Call

© 2024 – CLIENTVISION

Terms

Privacy

Cookies

About Us

Schedule a Call

© 2024 – CLIENTVISION

Terms

Privacy

Cookies