Mavros Family Office · Advisory
Advisory Clients
Ongoing client relationships — engagement notes, work logs, deliverable history, and AI-summarized email threads per client.
Total Clients
11
All engagement types
Active Retainers
7
Ongoing
Pending Actions
14
Across all clients
Revenue (MTD)
$—
Retainer + project
Advisory
RP
Alexandre Dubois-Laurent
Managing Principal
Dubois Family Office
EngagementOngoing Advisory · Capital Markets
SinceMarch 2024
Last Contact3 days ago
Action Items2 open
LATAMFamily Office
SK
Elena Marchetti-Rossi
CEO & Co-Founder
Marchetti Capital Group
EngagementM&A Advisory · Sell-Side
SinceJan 2025
Last ContactYesterday
Action Items4 open
HealthTechSell-Side
MT
Sebastián Vargas-Rincón
Patriarch & Chairman
Grupo Vargas Holdings
EngagementFamily Office · Strategic Advisory
SinceSep 2023
Last Contact1 week ago
Action Items1 open
BogotáReal Estate
+
Add Client
Advisory
Active Retainers
Clients with ongoing advisory engagements currently in scope.
| Client | Type | Since | Status | Actions |
|---|---|---|---|---|
Alexandre Dubois-Laurent Dubois Family Office | Capital Markets | Mar 2024 | Active | 2 open |
Elena Marchetti-Rossi Marchetti Capital Group | M&A Advisory | Jan 2025 | Active | 4 open |
Sebastián Vargas-Rincón Grupo Vargas Holdings | Strategic | Sep 2023 | Retainer | 1 open |
Advisory
Activity Log
✉️
Today, 9:42 AM
Email thread summarized — Elena Marchetti-Rossi
3 emails re: CIM distribution to qualified buyers. Action item: send updated financial model by Friday.
📋
Yesterday, 3:15 PM
Advisory memo delivered — Rafael Dubois
Completed capital markets overview memo covering LATAM private credit landscape and recommended fund targets.
📞
May 12, 11:00 AM
Strategy call — Sebastián Vargas-Rincón
Discussed portfolio diversification and real estate allocation for the Bogotá family office. Follow-up deck requested.
Advisory · Communication
Email Intelligence
Connect Mavros domain email to auto-summarize client threads and log action items per client profile.
When connected, AI summarizes incoming and outgoing emails for each advisory client and appends summaries to their engagement log. Action items are extracted automatically.
✉️
Email not yet connected
Connect a Mavros domain account above to begin automatic thread summarization per client.
Advisory
Client Reports
📄
Reports
Generate and export client-facing advisory reports and performance summaries.
Mavros Global Advisory · Capital Markets
Capital Raise Projects
Upload a deck or mandate to auto-build the project profile and trigger Perplexity AI research on all associated parties.
Active Raises
4
Aggregate Target
$185M
Across all projects
Prospects Matched
64
From database
Outreach Active
18
In queue
📁
Upload Deck, Mandate, or Supporting Files
PDF · PPTX · DOCX · AI builds the project profile and screens all parties
ActiveSeries B
Stratos Software — Series B
Enterprise SaaS · B2B Workflow Automation
Target Raise
$35M
SectorEnterprise SaaS · B2B
GeographyUS + LATAM
Prospects22 matched
Lead ContactJames Whitfield (CEO)
Perplexity ResearchLast run: 2 days ago
Clean — no flags on founders or board members. One investor on prospects list flagged for prior SEC comment letter (resolved). Full brief available.
Created Apr 28, 2025
ActiveSeed
Lumino Energy — Seed Round
CleanTech · Grid-Scale Battery Storage
Target Raise
$12M
SectorCleanTech · Energy Storage
GeographyUS Southwest + LATAM
Prospects18 matched
Lead ContactSarah Chen (CTO)
Perplexity ResearchRunning...
Initial scan in progress. Results expected within 4 hours.
Created May 5, 2025
Capital Raise
In Progress
Showing 2 raises currently in active outreach phase.
⚡
Stratos Software + Lumino Energy
Both raises are in active outreach. Detailed pipeline view coming in Phase 2.
Capital Raise
Prospect Database
Prospects
👥
Prospects surface after upload
Upload a raise document. Perplexity researches the opportunity and surfaces matched prospects from your database.
Capital Raise
Outreach Tracker
✉️
Outreach tracker
Email campaigns, status tracking, and follow-up queues per raise. Connect email to auto-sync.
Capital Raise · AI
Perplexity Research
🔬
AI research hub
Perplexity researches every company, founder, and investor tied to your raises. Flags appear automatically.
Mavros Global Advisory · M&A
M&A Mandates
Buy-side and sell-side mandates with stage tracking, documentation vault, and automatic cross-mandate matching.
Total
6
Buy-Side
3
Sell-Side
3
Match Alerts
2
Buy/sell overlap
Docs in Vault
24
2 Buy/Sell Matches Detected
Algorithm found criteria overlaps across active mandates. Review in Match Center.
Buy-SideScreening
Vantage Capital Group — Acq. Search
Enterprise Software · $50M–$200M rev. target
✓
Mandate
✓
NDA
3
Screening
4
LOI
5
Diligence
6
Close
Target CriteriaSaaS, ARR $10M+, B2B, EBITDA positive
EV Range$80M – $250M
GeographyUS + Canada
Documents5 files · CIM, NDA, Model
Updated 2 days ago
Sell-SideIOI Stage
Helios Health Systems — Sale
Healthcare Technology · Revenue Cycle Management
✓
Mandate
✓
Teaser
✓
CIM
4
IOI
5
Bid
6
Close
Revenue$22M ARR · 34% EBITDA margin
Ask Price$130M – $150M
Qualified Buyers6 in CIM stage
IOIs Received3 preliminary
Updated yesterday
M&A
Buy-Side Mandates
🔼
Buy-side mandates
All acquisition searches and buy-side advisory engagements. 3 active.
M&A
Sell-Side Mandates
🔽
Sell-side mandates
All sale processes and sell-side advisory engagements. 3 active.
M&A · Intelligence
Match Center
Internal algorithm continuously cross-matches buy and sell criteria. No API calls — runs entirely within the platform.
2 high-confidence matches found. Review criteria overlap and initiate introduction if appropriate.
Match #1 — 87% Confidence
Enterprise SaaS Opportunity
Vantage Capital Group buy-side criteria aligns with Apex SaaS Solutions sell-side engagement
Buy-Side — Vantage Capital Group
CriteriaSaaS, ARR $10M+, B2B
EV Range$80M–$250M
GeographyUS + Canada
Sell-Side — Apex SaaS Solutions
Revenue$18M ARR · growing 28% YoY
EV Ask$120M
GeographyUS (—)
Matched on: Sector · Revenue band · Geography · Stage
M&A
Document Vault
📂
Upload Documents to Mandate Vault
NDAs · CIMs · LOIs · Financial Models · Due Diligence Reports
| Document | Mandate | Type | Uploaded |
|---|---|---|---|
| HeliosHealth_CIM_v3.pdf | Helios Health Systems | CIM | May 8 |
| VantageCapital_Mandate_Signed.pdf | Vantage Capital Group | Mandate | Apr 22 |
| HeliosHealth_Financial_Model.xlsx | Helios Health Systems | Model | May 2 |
Mavros Private Capital
Deals
Flexible deal tracking. Structure new concepts with the Deal Ideator, which surfaces likely participants from your database.
Total Deals
8
In Progress
5
Closed
3
Total Value
$—M
SPVIn Progress
Project Orion
Co-Investment · Infrastructure · $40M
TypeSPV / Club Deal
Size$40,000,000
GeographyUnited States — Southeast
Participants4 committed
Started Mar 2025
Co-InvestmentIn Progress
Project Sierra
Real Asset · Logistics · $25M
TypeCo-Investment
Size$25,000,000
GeographyLatin America + Caribbean
Participants3 in diligence
Started Feb 2025
Deals
In Progress
⚡
5 deals in progress
Detailed pipeline view with stage tracking coming in Phase 2.
Deals
Closed Deals
✅
3 completed transactions
Archived with documentation and performance metrics.
Deals · AI Tool
Deal Ideator
Set deal parameters and surface the most likely participants from your database, ranked by investment appetite and fit.
Fill in the parameters below. The platform will rank your database by investment appetite, sector fit, geography, and ticket size alignment.
Deal Parameters
Match Results
🎯Matched participants ranked by fit score appear here
Mavros Intelligence · Database
Database Intel
Full biographical and intelligence profiles — business history, net worth, family mapping, investment history, deep-dive briefs, disclosure flags.
Total Contacts
230+
Allocators
145
Fundraisers
52
Service Providers
33
Database Intel
RE
Fernando Castillo-Méndez
Founder & Chairman
Castillo Capital Ventures
LocationBogotá, CO
Est. Net Worth—
FocusIndustrial, Mobility, VC
BogotáIndustrialCleanTech
Intel
78%
CD
Isabelle Fontaine-Moreau
Managing Director
Fontaine Capital Partners
Location—
Est. Net Worth$50M–$100M
FocusLATAM FO Distribution
MiamiLATAMFO Network
Intel
65%
AP
Ricardo Montoya-Herrera
Principal
Montoya Private Capital
Location—
Est. Net Worth$200M+
FocusTech, Private Credit, RE
CDMXTechReal Estate
Intel
52%
+
Add Contact
or scan card
Database Intel
Capital Allocators
🏦
145 capital allocators
Family offices, institutional investors, and HNW allocators. Filtered view coming in Phase 2.
Database Intel
Fundraisers
⭐
52 fundraisers
Placement agents, fundraising professionals, and capital formation partners.
Database Intel
Service Providers
🏛️
33 service providers
Legal, accounting, consulting, and professional service firms in your network.
Database Intel · Mobile Capture
Card Scanner
Scan a business card to extract contact details. AI checks for database matches and creates or updates the profile.
Business card area
Scan or Upload Business Card
AI extracts and classifies contact details automatically
Classify As
Extracted Info
Name—
Title—
Company—
Email—
Phone—
DB MatchNo scan yet
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