Consulting
Investment
& Business Boutique
& Business Boutique
Ortus (from Latin, "rising")
Ortenta
INVESTMENT DIAGNOSTICS
Scam Prevention Audit. Comprehensive Evaluation and Due Diligence for Companies, Projects, and Startups.
Business Engineering
Operational and Strategic Business Management: Assistance in Designing Optimal Business Models and Providing Comprehensive Financial Management.
Effective project packaging
Comprehensive Analysis, Refinement, and Development of Business Plans and Investor-Ready Presentations.
services
Risk minimization
We help you avoid potential pitfalls and ensure the clarity of your projects
Philosophy
Our approach combines the principles of the Big Four with innovative practices in private equity and FinTech.
OUR VALUES
We provide pragmatic recommendations that we can implement collaboratively with you, ensuring a demonstrable impact.
Applied Solutions
Innovative approaches
We employ cutting-edge strategies to drive your business growth in today’s competitive market.
our clients
Law
Ad Solutions
Web 3
Med-Tech
Fin tech
Deep/Fin tech
XDAO
Investment Expertise
Why Ortenta?
Personalized Approach
Comprehensive Perspective
Ethics and Transparency
We bring profound market knowledge and a deep understanding of investment processes. Our professional approach ensures solutions that are precisely aligned with your objectives.
We recognize the uniqueness of every client, delivering tailored solutions that fully address your needs. Our focus is on building long-term partnerships founded on trust, results, and efficiency.
We tackle your challenges from multiple angles, offering optimal solutions that combine financial analysis, marketing strategies, and product development insights.
We provide honest, transparent assessments and present the real situation to our clients. Even in challenging scenarios, we deliver the best possible solutions, supported by reliable data and solid numbers.
- Kickoff Meeting: Brief discussion to outline your objectives and goals.
- Current State Analysis: Evaluate processes, risks, and opportunities to identify growth points.
- Goal Setting and Strategy: Define key objectives and develop a clear action plan.
Sprint 1: Investment Diagnostics & Strategy
Sprint 1: Investment Diagnostics & Strategy
How IT workS
Sprint 2: Implementation and Results
- Solution Implementation: Apply tailored solutions for estimation, packaging, and optimization.
- Monitoring and Adjustment: Track progress, refine strategies, and ensure performance.
- Results and Recommendations: Summarize findings, generate a report, and provide further guidance.
- Kickoff Meeting: Brief discussion to outline your objectives and goals.
- Current State Analysis: Evaluate processes, risks, and opportunities to identify growth points.
- Goal Setting and Strategy: Define key objectives and develop a clear action plan.
Sprint 2: Implementation and Results
- Solution Implementation: Apply tailored solutions for estimation, packaging, and optimization.
- Monitoring and Adjustment: Track progress, refine strategies, and ensure performance.
- Results and Recommendations: Summarize findings, generate a report, and provide further guidance.
The document is 30-40 pages long
DATAroom
.PDF
Overview
Overview
Table
with calculations
with calculations
3-6 pages
.XLSX
DELIVERABLES
Analytical Report: A comprehensive report based on real data, including evaluation and audit of projects/startups.
Risk Assessment and Documentation: A detailed risk list with supporting documentation for optimal business management.
Financial Models and Calculations: Accurate financial models and forecasts tailored to enhance investment appeal.
Optimized Materials: Clear, professional business plans and investor presentations.
Investment Diagnostics:
A comprehensive analysis of an investment project to evaluate its attractiveness and associated risks.
A comprehensive analysis of an investment project to evaluate its attractiveness and associated risks.
Terminology
Business Engineering: The process of designing and optimizing a company's business model to enhance overall efficiency and performance.
Financial Investigations: A thorough due diligence procedure to assess the investment target before finalizing a deal.
Notion
Excel/Google Sheets
Power BI
Quicken
QuickBooks
Bloomberg Terminal – investment evaluation is implied
Excel/Google Sheets
Power BI
Quicken
QuickBooks
Bloomberg Terminal – investment evaluation is implied
Platforms Used:
Frameworks and Tools
- Agile
- Lean Startup
- Value Stream Mapping (VSM)
- Scenario-Based Planning
- PDCA (Plan-Do-Check-Act)
- Porter’s Five Forces
- CFA Ethical Decision-Making Framework
Methodologies: