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Venture Advisory and Investing

Creating value for founders, clients, and investors by launching and scaling great businesses

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About

Cambrian Associates is an investment and advisory firm registered in Delaware.

Since its launch in 2006, Cambrian has helped dozens of innovative companies scale successfully and achieve high returns for founders, management teams, and investors.

 

In 2023, Cambrian Associates was relaunched as a multi-member LLC.

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Strong Foundation in High-Growth Start-ups

We advise and invest only across growth sectors where we have deep experience and market connectivity.

Financial Wellness

& Retirement

Wealth & Asset Management

Enterprise Solutions

Marketplaces

SAAS Businesses

Risk, Governance,

& Compliance

AI & Data

Analytics

Embedded Finance

& APIs

Our Advisory Clients

A proven track record of success across sectors

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Our Investment Portfolio

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EXITED INVESTMENTS

Recruitment Network (2016–2021). Sold to Wynden Stark

Managed Accounts Platform

(2008–2014). Now Envestnet

Fundamental Research Platform (2018–2022). Sold to Tegus

Financial Marketing Platform

(2016–2022). Sold to FMG Suite

Financial Planning Platform

(2017–2019). Sold to Orion

CURRENT PORTFOLIO

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Financial Wellness Platform

(2016)

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Investment Research Platform

(2022)

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Loan Marketplace & Analytics

(2020)

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Desktop Enterprise Productivity

(2016)

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Alternatives Issuance Platform

(2017)

Our Advisory Services

We customize solutions to match each client's specific objectives

Kicking the tires for investors, covering product engineering, technology, and team execution capabilities

Due Diligence

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Ensuring boards are set up to be effective and efficient and provide rigorous governance

Board Advisory

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Optimizing exit timing, hiring bankers (if required), developing an execution plan, building a data room, and negotiating with buyers

Exit Management

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Defining investable business, designing a credible presentation/teaser, reaching out to investors, and negotiating final-deal terms and conditions

Capital Raising

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Abstract Pathway

Working with senior management teams to define a rigorous Market-Product-Fit  (MPF) and an effective Go-to-Market (G2M) approach

Product Roadmap

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Abstract Architecture

Ensuring senior management teams are set up to execute plans with the right skills and at the right velocity

Team Building & Scaling

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Our Advisory Services

Cambrian and its partners deliver customized advice

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Managing Partner

Aron Miodownik

Aron is a senior business and technology executive with over 25 years’ experience in financial services. He held divisional COO, CAO, and CIO roles at Merrill Lynch and UBS across sales, trading, research, risk, and technology. He also spent eight years with Accenture, in their strategic services group. Aron has 15 years’ FinTech investing and advisory experience. He has held chairman, executive chairman, independent board member, and CEO advisory roles with many companies, such as: Folio Dynamix, Advizr, Canalyst, OpenFin, Community Capital, and Vestwell.

Our Partner Firms

We work with a network of specialist firms to add value for our clients

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For more details on our advisory services, investment track record, and clients, please contact us below.
 

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©2023 by Cambrian Associates

©2023 by Cambrian Associates. 

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