Ongoing advisory
Capital Advisory as a Service (CaaS™)
Ongoing capital strategy, market intelligence, and transaction readiness aligned with a company's long-term objectives.
Merchant Bank forGrowth Companies
Capital Advisory as a Service (CaaS™)◆Capital Raising◆Strategic M&A◆Liquidity
We combine human expertise with a proprietary technology platform, VaraOSTM, to advise growth companies on their capital journey — from ongoing advisory and capital raising to shareholder liquidity and strategic M&A.
Services
What wedo.
CaaS™ helps build the foundation, capital raising fuels growth, M&A maximizes the outcome, and secondaries provide liquidity along the way — support across every stage of the capital journey.
Debt & Equity
Capital Raising
Integrated debt and equity strategies balancing cost, flexibility, dilution, and capital structure to support long-term growth.
Mergers & Acquisitions
Strategic M&A
Strategic advice on positioning, timing, and counterparty selection to achieve the right outcome for companies and shareholders.
Shareholder Liquidity
Liquidity
Secondary solutions connecting shareholders with the right buyers and managing transactions through an efficient close.
Who We Serve
Built forgrowth companies.
We advise growth companies on their capital journey, connecting them with the capital providers and strategic counterparties best suited to their objectives. CaaS™ begins at $1M+ in revenue; financings and M&A are typically $10M–$100M+ in transaction value.
Companies
Founder-led, sponsor-backed, and established growth companies navigating critical capital decisions — from institutional financing and shareholder liquidity to strategic M&A.
Investors & Lenders
Institutional investors, lenders, and secondary buyers providing capital and liquidity to our clients and their shareholders. We connect opportunities with capital partners aligned with their objectives and investment strategies.
Acquirers
Strategic and financial buyers seeking high-quality growth businesses. We identify and engage counterparties where strategic fit, timing, and transaction objectives align.
Industries
Where wefocus.
The common thread: technology or tech-enabled operations driving scalable growth. Key areas of focus include the below — though great businesses don’t always fit neatly into a category.
SaaS & Software
Vertical and horizontal software businesses, cloud applications, and platform companies across end markets.
- Vertical SaaS
- Enterprise Software
- AI & Data
- Developer Tools
- Platforms
Fintech
Technology-driven financial services businesses transforming how capital, payments, insurance, and financial products are delivered.
- Payments
- Lending
- Insurtech
- Specialty Finance
- Financial Infrastructure
Tech-Enabled Services
Services businesses where technology drives differentiation, operating efficiency, and competitive advantage at scale.
- Business Services
- Professional Services
- Healthcare Services
- Financial Services
- Outsourced Services
Cloud & Digital Infrastructure
The technology and physical infrastructure underlying cloud computing, connectivity, data, and the digital economy.
- Data Centers
- Cloud Infrastructure
- Managed Services
- Connectivity
- Digital Infrastructure
Our Approach
Senior Advisors,Technology Enabled.
We build long-term relationships with companies and management teams, combining senior industry experience with our proprietary VaraOS™ platform.
We’re an embedded capital advisor with the execution capability to deliver debt and equity financings and strategic M&A — not just advice, but outcomes.
Meet the Team$2.8B+Capital Invested and AdvisedTotal value guided through capital processes
70+TransactionsSuccessful transactions completed
VaraOS™Proprietary PlatformEvery engagement is supported by proprietary technology, data, and workflow automation.
Senior-Led Engagements
Every engagement is led by a senior advisor who knows your industry and your objectives.
Disciplined Process
We bring structure to every engagement — from positioning and materials through diligence management and close.
Responsive Service
Direct access to senior advisors without the layers of a large institution. We move at the pace your business requires.
Long-Term Partnership
Capital Advisory as a Service means we invest in understanding your business before the transaction begins.
FAQ
Common questionsabout our work.
Anything else? contact@varacapital.com.
What is Vara Capital?
Vara Capital is a merchant bank for growth companies. We provide Capital Advisory as a Service (CaaS™), debt and equity financings, and sell-side M&A advisory to growth businesses from $10 million to $100+ million in transaction value. CaaS™ engagements are available to companies with $1M+ in annual revenue.
What is Capital Advisory as a Service (CaaS™)?
CaaS™ is an ongoing advisory relationship where Vara acts as an embedded capital partner for your business. We provide continuous strategic guidance on capital structure, identify and prepare you for your next transaction, and ensure you're always positioned to access the right capital at the right terms.
What types of companies do you work with?
We focus on technology and tech-enabled businesses — including SaaS & software, cloud & digital infrastructure, communications & IT services, and tech-enabled business services. Our target transaction range is $10 million to $100+ million.
How does a strategic sale work at Vara?
We run full sell-side processes for technology and tech-enabled businesses — positioning, materials, buyer outreach, diligence management, negotiation, and close. We represent the company exclusively, working to maximize value and minimize disruption during the process.
What does financing support include?
We support both debt and equity financings from preparation through close. On the debt side: senior debt, unitranche, and structured credit. On the equity side: growth equity and minority recapitalizations. We handle investor and lender targeting, materials, process management, and term negotiation.
How do I get started?
Reach out via the contact form or email us at contact@varacapital.com. We respond to all inquiries within one business day and will schedule an initial conversation to evaluate fit.