Investing Across the Private Markets with Intelligence, Alignment, and Execution

CD Capital Advisory is a multi-strategy investment platform and modern family office.

What We Do

We back founders, leadership teams, and asset builders across venture, growth, and buyout stages—with capital, strategy, and deep operator support.

We invest and advise across the private market lifecycle—from early-stage venture to full control buyouts. Our approach blends the flexibility of a family office with the rigor of institutional investing.

CD Capital Advisory

The flexibility and patience of a family office
The structure of an institutional investor
The operational horsepower of an elite operator network
The edge of modern AI and automation

Core Strategies

Buyouts & Permanent Capital Investments

Founder-friendly control transactions
Long-term hold periods (no forced exits)
Deep operational engagement and governance support

Venture & Growth Equity

Full lifecycle investing: pre-seed to late-stage growth
Direct investments, SPVs, and syndicates
Value-add support across GTM, capital raising, hiring, and product scaling

Strategic Advisory & Syndication

Hands-on advisory for portfolio companies
Co-investment opportunities with aligned family offices and institutional partners
Access to seasoned operators, board members, and fractional executives

Philosophy

Capital Structure Flexibility

Target Profile

We look for enduring businesses and generational founders—people building with purpose and depth. We aim to be the most aligned, helpful partner in the room. Always.

Control or minority
Structured equity or convertible notes
Cash-flow buyouts or equity recapitalizations
Syndicated venture rounds or direct secondaries

Bootstrapped operators ready to de-risk
Growth-stage founders seeking strategic capital
Owners looking for a succession plan without disruption
Institutional investors seeking a co-GP partner

Our Advantage

We Drive Outcomes, Not Just Deals

Strategic Alignment with Leadership

We work alongside founders and CEOs—not over them. Economic alignment is at the core of our model.

AI-Native Investment Platform

We deploy and implement leading AI tools, agents, and automation frameworks—across go-to-market, sales operations, back office, and analytics. This gives our companies a structural edge from day one.

Real Operating Expertise

Our network includes experienced CEOs, revenue leaders, and operators across industries who actively advise, build boards, and solve problems alongside our companies.