You just got a large sum of money. Let's make sure it's used well.
Where we plug in
Capital context on one side. Fund research and manager judgment on the other.
Typical profiles
Mandate signals
Engagement model
How Rupeia helps the mandate move from initial interest to a cleaner decision.
Where the money sits today
We start by mapping where this money came from, whether a share sale, a company sale or an ESOP cash-out, and how much you can lock away for five to seven years without touching your daily expenses.
A shortlist, not a pitch deck
We shortlist three to five funds and managers that match what you're actually trying to do, not whoever happens to be raising money this quarter.
Questions before you meet a manager
We turn each fund's pitch into a short list of questions on strategy, past deals and fees, so the first meeting tests the fund, not just your patience.
Staying in our lane
We help with fund selection, manager comparisons and check-ins after you invest. Legal, tax and regulatory work stays with your own lawyer and CA.
How we help founders
We help you turn a big payout into a clear plan, not a rushed decision.
Money from a sale or ESOP cash-out often comes with a lot of emotion and a strong urge to jump into the next big thing. Our job is to slow that down, and turn it into a clear plan with a shortlist you can actually trust.
Sorting your money
We help you separate what's for your business, what's for your family, what's for future bets and what's for private markets, so each part of your money has its own clear job.
Matching your interests
If you care about a specific sector like AI or deep tech, we find fund managers who actually invest seriously there, not just ones that mention it in a slide.
Getting you ready
Before you meet a fund manager, we prepare questions on how they invest, how they've performed, how they fit your goals, and when they'll call capital: the requests to pay part of what you've committed, usually over two to four years.
Bringing everyone in
If you need your family, tax advisor or lawyer involved, we help keep everyone on the same page so the decision isn't made in isolation.
