Investment Consulting Services

At GreySum, we believe that smart investing begins with deep understanding — of markets, of opportunity, and most importantly, of people.

Founded in 2000, GreySum brings over two decades of experience in investment consulting, with a particular focus on startups, entrepreneurs, and individuals seeking to grow and protect their capital. We combine strategic insight with practical financial expertise to help our clients make confident, profit-driven decisions in an ever-changing landscape.

Our services span the full spectrum of investment consulting, including personalized strategy development, thoughtful asset allocation and portfolio design, liquidity and cash flow planning, proactive risk management, and independent guidance on both private and public market opportunities. We understand the unique challenges faced by early-stage founders and individual investors — and we offer clear, grounded solutions tailored to each client’s vision and goals.

Innovation is at the core of how we think and work. We approach every engagement with fresh perspective, disciplined analysis, and an unwavering respect for the people we advise. At GreySum, our relationships are built on trust, transparency, and a shared commitment to long-term success.

GreySum — Clarity. Insight. Partnership.

Asset Allocation and Portfolio Design

Effective investing starts with thoughtful structure. We help construct diversified portfolios that reflect your financial objectives and risk appetite. By balancing asset classes — from equities and fixed income to alternatives — we build portfolios that are resilient in varied market conditions. For startup founders, we consider the concentration risk tied to your business and help balance that with external holdings.

Personal and Startup Investment Strategy

We design bespoke investment strategies for individuals and early-stage founders, taking into account your financial objectives, risk tolerance, and time horizon. Whether you're growing personal wealth, managing founder equity, or preparing for funding rounds, we align your investments with your long-term goals. Our approach is flexible, disciplined, and built for evolving financial landscapes — from early wealth-building to capital preservation.

Liquidity Planning and Cash Flow Strategy

Risk Management and Market Insights

Liquidity is often overlooked — until it's urgent. We help ensure you have the right mix of available capital to support lifestyle needs, business operations, or opportunistic investments. Whether you're managing a personal runway, preparing for a funding event, or navigating irregular cash flows, we create strategies that keep your finances flexible and stable.

Understanding risk is key to preserving and growing capital. We assess market exposure, concentration, and downside scenarios specific to your portfolio or startup situation. Using both qualitative and quantitative methods, we provide insights into current trends and long-term patterns — empowering you to make decisions with confidence, not emotion.

At GreySum, we provide independent, in-depth guidance across a wide spectrum of investment opportunities — from traditional public markets to private and alternative investments. Our goal is to help you evaluate potential returns, understand risks, and make confident, well-informed decisions that align with your broader financial strategy.

For public markets, we offer insight into equities, fixed income, ETFs, and other liquid assets, helping you navigate macroeconomic trends, sector dynamics, and timing considerations. We assess how these investments fit within your overall portfolio and adjust strategies as market conditions evolve.

On the private side, we assist clients in evaluating opportunities in early-stage startups, venture funds, private equity, real estate, and other alternative assets. Whether you’re a founder reinvesting capital or an individual investor exploring new sectors, we provide due diligence support, valuation insights, and a risk-return framework tailored to your profile.

We don’t promote products or push deals. Our advice is always independent, research-driven, and aligned with your long-term goals. We serve as your trusted thinking partner — helping you avoid common pitfalls, uncover hidden potential, and act with clarity in a complex investment landscape.

Guidance on Private and Public Investment Opportunities