alternative investment series b

CalTier Series B – Zermatt Capital Advisors

Published On: November 14th, 2024

We’re excited to announce that CalTier has engaged Zermatt Capital Partners, a premier investment banking advisory, to lead our Series B funding round. As highlighted in a recent Reuters article, U.S. household net worth has surged past $168 trillion—creating significant potential within the Alternative Investment Industry. With Zermatt’s help in closing the $5M Series B, we aim to capture this momentum and expand our mission of accessible investment opportunities.

Watch below:

In the video, Zermatt’s Managing Director Keith Schaefer and Partner John Scavo dive into the dynamics driving growth in alternative investments. From the challenges faced by retail investors to strategic insights on market capitalization:

Why alternatives are crucial today
The unique challenges for retail investors
How to seize opportunities in a growing market

You can download the deck below:

CalTier Series B Deck

Book a call with one of the CalTier Senior Executive Team

About Zermatt Capital Partners

Zermatt Capital Partners provides a full suite of consulting and investment banking services, scaling its expertise from early financing rounds to complex mergers and acquisitions. Known for tailored solutions and client-centered strategies, Zermatt supports growth and value creation for businesses at any stage of development. Learn more about them here.

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Diverse Multi-Family Portfolio
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