Sophisticated Capital for Sustainable Investment Decisions

We provide general investment commentary and insights to wholesale clients across public and private markets.

This includes:

• Macro and thematic market insights
• Sector and asset-class analysis
• Product and strategy overviews (features, structure and risks)
• Illustrative portfolio construction concepts

We support clients navigating capital allocation, deployment and sourcing across growth and transition-focused opportunities.

Our services include:

• Wholesale capital raising support
• Market engagement and investor communication support
• Capital structuring advice
• Cross-border capital pathway analysis through approved platforms

Lever Impact Capital is authorised to deal in certain financial products on behalf of wholesale clients, in accordance with AFSL requirements.

Authorised dealing activities include:

• Securities
• Managed investment schemes
• Deposit products 
• Derivatives

A distinguishing feature of Lever Impact Capital is the integration of sustainability and transition considerations into capital advisory.

Our work is informed by:

• Climate and carbon risk analysis
• Regulatory and policy developments
• ESG and transition impacts on valuation and capital flows 

We work with family offices and private investment vehicles seeking independent, high-quality investment insight across public and private markets. Our role is to support informed capital allocation by providing clear market analysis, risk framing and access to opportunities — aligned with multi-generational objectives, governance structures and evolving sustainability considerations.

For founders and principals navigating post-liquidity transitions, we provide capital advisory support grounded in institutional discipline. We help clients evaluate investment pathways, manage concentration risk and understand the implications of market structure, transition dynamics and long-term capital preservation.

We support sophisticated investors and investment committees requiring robust, decision-ready insight. Our work is designed to complement internal governance frameworks, providing general investment analysis, portfolio construction concepts and capital markets context to support disciplined investment decision-making.

We work with mid-market corporates assessing capital allocation, growth funding and transition pathways. Our capital advisory capability complements corporate finance and sustainability strategy by providing market-informed perspectives on capital structure, investor expectations and long-term resilience in an evolving regulatory and economic environment.