Elevate Capital Advisors is an SEC Registered Investment Advisor based in Eagle, Colorado. The firm focuses on providing financial planning and investment advisory services primarily to business owners, private individuals, families, corporations, family offices, and charities. Elevate Capital Advisors typically engages in Series A investment rounds, with a notable investment in Nerd Street Gamers, which has raised $12 million.
The firm prides itself on an investment philosophy centered around transparency and client-centric advice, encapsulated by their guiding principle: "tell you what we would want to know if our roles were reversed." This approach is informed by the extensive experience of its key partners at other financial firms. Elevate Capital Advisors offers unique value-add services tailored to the specific needs of their diverse clientele, leveraging their regulatory expertise and deep industry knowledge.
Portfolio Snapshot
Observed round participation, including acquisitions and grants. Current holdings, investor exits, and write-offs are not established.