Capital advisory · United States · Latin America · Emerging marketsCapital advisory · US · LATAM · Emerging markets

Capital advisory for venture-backed companies and the investors behind them.

We structure the deal, build the data room, make you investor ready, and automate the work with AI.

05

Offers

From deal structure to AI operations

02

Packages

Raise Ready and Fund OpsRaise Ready, Fund Ops

03

Regions

United States, Latin America, emerging marketsUS, LATAM, emerging markets

04

Raise Ready phases

Each closed by a defined exit criterionEach closed by an exit criterion

01 · Who we serve

Seed to growth · Often cross-border

Both sides of the table.

For companies

Companies raising capital

From seed to growth, often cross-border. We structure the round, build the data room and make the company investor ready.

For investors

Wealth managers, family offices and VC firms

Deal structuring, portfolio support and AI-run operations, from screening memos to portfolio reporting.

02 · Offers

Five offers. Each one closes on a defined exit criterion.

Offers, who they are for, their exit criteria and the packages that include them
No.OfferForExit criterionRaise ReadyFund Ops
01Deal StructuringModels, valuation, instruments and terms that hold up in the boardroom.Companies preparing a round and investors evaluating one.Exit Board-approved structure and a term sheet ready to send.Raise Ready
02Data RoomA complete, indexed, diligence-ready room in your own cloud.Companies entering diligence or preparing to.Exit Every index row has a document or a named owner, and the investor walk-through is done.Raise Ready
03Investor-Facing PresenceWebsite, deck and updates that match the quality of the business.Companies and funds whose outside presence does not match their quality.Exit Live site and deck approved by the client.Raise Ready
04AI OperationsAgents and playbooks that run your recurring finance, investor and marketing work.Companies and funds with repetitive finance, investor, marketing or diligence work.Exit Your team runs at least one recurring process with agents, without us.Raise Ready, optionalFund Ops
05Wealth Management AdvisoryScreening, structuring and portfolio support for family offices and funds.Family offices, wealth managers and VC firms.Exit Screening memo or reporting pack delivered and accepted.Fund Ops

IncludedOptional

All services

03 · Packages

Offers combined into phased engagements

Two packages, run in phases.

For a company preparing a round

Raise Ready

A · StructureB · Data roomC · PresenceD · AI ops, optionalExitExitExitExit
  1. AStructure. Exit when the structure and term sheet are approved.
  2. BData room. Exit when the index is complete and the walk-through is done.
  3. CPresence. Exit when site and deck are live and approved.
  4. DAI operations, optional. Exit when your team runs investor updates and diligence Q&A with agents.

For a wealth manager, family office or VC firm

For investors · Retainer

Fund Ops

A · SetupB · Run, in review cyclesExitReviewReviewReview
  1. ASetup. Exit when the operations repository, its security guard and the first agent are running.
  2. BRun. Recurring screening, portfolio support and reporting, reviewed each cycle against the mandate.

04 · Approach

Phases, never days or weeks

Every engagement runs in phases. Each phase closes on a defined exit criterion, not a calendar.

An exit criterion is a state you can verify: a board-approved structure, an index with no unowned rows, a team running its own agents. When it is met, the phase closes and the next one opens.

A · StructureB · Data roomC · PresenceD · AI operations, optionalExitExitStartABCExitExit

05 · Why us

Working systems, not slide recommendations.

  • i · Institutional grounding

    Led by a CFA charterholder with a background in global banking, investment analysis and venture advisory.

  • ii · Operator experience

    We build and run companies, not only models.

  • iii · Delivered systems

    We deliver working systems: data rooms, sites and AI operations.

06 · Proof

Client names and figures only with written permission

Evidence first.

Client names and figures appear only with written permission.

  1. Equity raise

    Supported a multi-million equity raise for a U.S.-based diagnostics company.

  2. Cross-border

    Structured cross-border investment opportunities across LATAM, US and emerging markets.

  3. Operator

    Co-founded and scaled a premium consumer wellness brand in Mexico, with partnerships including lululemon.

Built and operated by us

PIOLET

A premium D2C wellness brand in Mexico, built and run with AI operations. Our own operating proof, not a client engagement.

Offer 04 · AI Operations

CaseOffersStatus
  • Case 01Deal Structuring, Data Room, AI OperationsAwaiting permission
  • Case 02Deal Structuring, Wealth Management AdvisoryAwaiting permission
  • Case 03Deal Structuring, Investor-Facing PresenceAwaiting permission

Case studies publish only with the client's written permission.

Awaiting written client permission

07 · Founder

Victor G. Zarco, CFA

Victor G. Zarco, CFA, is the founder of Zarco Ideas. He advises venture-backed companies and investors on capital raising, deal structuring and cross-border investment, drawing on experience at HSBC Global Banking and Markets, GFG Capital and Beacon Capital.

Track record2016 to presentnow
  • HSBC Global Banking and Markets

    LatAm Fixed Income Analyst · 2016 to 2018

  • GFG Capital

    Investment Analyst · 2018 to 2021

  • Beacon Capital

    Financial Economist · 2021 to present

  • NovoDX

    Financial Economist · 2023 to present

  • PIOLET

    Co-Founder and CFO · 2023 to present

  • Snappi

    CFO-as-a-Service · 2025 to present

08 · Insights

Research archive.

  • Simulation · 2023

    Structured financing return simulation

  • Portfolio update · 2023

    Low volatility large cap portfolio update

  • Equity research · 2021

    Vroom, Inc. (VRM)

  • Equity research · 2021

    ASML Holding NV

09 · Contact

Tell us about the raise, the mandate or the process.

victor@zarcoideas.com

cal.com/victorgz