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Velo Group

Velo Group is a boutique capital advisory firm that bridges the gap between family offices and exceptional sponsors

About Velo Group

Who We Are:
Velo Group operates as a strategic partner to family offices and select sponsors.
Velo Group provides infrastructure, strategic expertise, and access to proprietary demand generation systems.
Our firm is tailored to groups with a mandate, strong track record, and a compelling story.

For Family Offices we act as an extension of your internal team:
- Sourcing opportunities that align with their mandate
- Support capital raising efforts for any in house deals they are sponsoring

For seasoned sponsors and GPs, we selectively partner with those who have a proven track record and a compelling opportunity - transforming their narrative into a system that attracts aligned capital. Through our proprietary marketing framework and curated investor rolodex, we create a protocol that drives investor engagement and prompts capital interest from aligned LPs.

Our Mission:
To multiply and preserve wealth by transforming visionary investment strategies into institutional - grade offerings while staying aligned with the values, objectives, and legacy of the families and partners we serve.

Current Opportunities

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$150,000,000+

In Current Transactions

100+

Strategic Introductions

Elite Access

To Proprietary Capital Raising Systems

Membership Criteria

Velo Group operates as a strategic partner to select family offices, offering deep alignment and discretion. Entry into our network is by invitation only and reserved for groups that meet the following principles:

  • Strategic Alignment: You are a family office or sponsor with a clear mandate, or high-conviction investment opportunity

  • Compelling Story & Vision: You are developing - or currently deploying - a differentiated investment thesis, fund, or platform. You have a clear and compelling story and track record.

  • Strategic Partnership Mentality: We do not operate as brokers or agents. We embed as an extension of your team, focused on expanding the reach and impact of your investment mandates /vehicle with precision using our proprietary strategies.

  • Discretion and Integrity: Our relationships are rooted in long-term alignment and a shared commitment to preserving and multiplying generational wealth.`

If you meet this criteria, we invite you to connect with us by applying below or emailing:
jordan@velogroup.io