Bank Corporate Venture Capital Advice
Used as part of a comprehensive toolset, FinTech investment offers a compelling market testing and innovation tool for banks. We regularly advise on all aspects of the corporate venture capital (“CVC”) lifecycle.
Strategic CVC Advisory
Banks face unique challenges when establishing and operating corporate venture capital initiatives. Our advisory services help financial institutions navigate the entire CVC lifecycle, from initial strategy development through portfolio management and exit planning.
Our CVC Advisory Services Include:
- CVC Strategy Development — Defining investment thesis, identifying strategic objectives, and aligning with broader business goals
- Structure & Governance — Designing appropriate organizational structures, decision-making frameworks, and governance models
- Deal Sourcing & Evaluation — Building pipelines, conducting due diligence, and assessing strategic fit and value creation potential
- Portfolio Management — Supporting active portfolio company relationships, identifying synergies, and facilitating collaboration with business units
- Performance Measurement — Establishing KPIs that capture both financial returns and strategic value creation
- Ecosystem Development — Building relationships with accelerators, VCs, and the broader innovation ecosystem
Why Banks Invest in FinTech
Corporate venture capital enables banks to:
- Gain early visibility into emerging technologies and business models
- Test new concepts in controlled environments with lower risk
- Build strategic partnerships that enhance competitive positioning
- Access external innovation capabilities and entrepreneurial talent
- Generate financial returns while advancing strategic objectives
Our Approach
We bring deep expertise in both banking and venture capital, having worked with leading financial institutions and FinTech companies across the investment lifecycle. Our practitioners understand the unique dynamics of bank-FinTech relationships and the specific challenges banks face in venture investing.
Whether you’re establishing a new CVC initiative, optimizing an existing program, or evaluating specific investment opportunities, we provide independent, pragmatic advice grounded in real-world experience.
Please contact us to discuss how we can support your corporate venture capital objectives.