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
We provide pragmatic recommendations that we can implement collaboratively with you, ensuring a demonstrable impact.
Applied Solutions
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.
Innovative approaches
We employ cutting-edge strategies to drive your business growth in today’s competitive market.
OUR VALUES
our clients
Law
Ad Solutions
Web 3
XDAO
Med-Tech
Fin tech
Deep/Fin tech
Investment Expertise
We bring profound market knowledge and a deep understanding of investment processes. Our professional approach ensures solutions that are precisely aligned with your objectives.
Why Ortenta?
Personalized Approach
We tackle your challenges from multiple angles, offering optimal solutions that combine financial analysis, marketing strategies, and product development insights.
Comprehensive Perspective
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.
Ethics and Transparency
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.
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.
Sprint 1: Investment Diagnostics & Strategy
- 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.
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DATAroom
.PDF
Overview
Overview
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.
Analytical Report: A comprehensive report based on real data, including evaluation and audit of projects/startups.
Optimized Materials: Clear, professional business plans and investor presentations.
DELIVERABLES
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.
The process of designing and optimizing a company's business model to enhance overall efficiency and performance.
Scam Prevention Audit:
A thorough due diligence procedure to assess the investment target before finalizing a deal.
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: