Our Mission & Expertise

Empowering organizations to make smarter capital allocation decisions through proven frameworks and strategic guidance

Transforming Capital Allocation Through Strategic Focus

Founded in 2020, CapitalFocus emerged from a simple observation: most organizations struggle with capital allocation not from lack of resources, but from absence of disciplined frameworks. Our founders, having led financial strategy at Fortune 500 companies and high-growth startups, recognized that systematic capital allocation processes separated exceptional performers from the rest.

We built CapitalFocus to bridge this gap. Our methodology combines rigorous financial analysis with practical implementation support, helping organizations deploy capital where it generates the greatest strategic value. Since inception, we've partnered with over 150 companies across technology, manufacturing, healthcare, and financial services sectors.

Our approach differs from traditional consulting. Rather than providing generic recommendations, we develop customized frameworks tailored to each client's strategic context, organizational capabilities, and market dynamics. We stay engaged through implementation, ensuring that improved capital allocation becomes embedded in organizational culture and decision-making processes.

CapitalFocus Mission

Our Core Values

🎯

Strategic Rigor

We apply analytical discipline to every capital allocation decision, ensuring recommendations are grounded in data and aligned with long-term strategic objectives.

🤝

Client Partnership

Success requires collaboration. We work alongside your team, transferring knowledge and building internal capabilities that endure beyond our engagement.

📊

Results Accountability

We measure success through client outcomes, not deliverables. Our frameworks are designed to generate measurable improvements in capital efficiency and value creation.

💡

Continuous Innovation

Capital markets evolve constantly. We continuously refine our methodologies based on latest research, market developments, and client feedback.

Meet Our Expert Team

Our multidisciplinary team combines deep financial expertise with practical operating experience across diverse industries and markets.

Team member 1

Sarah Mitchell

Founding Partner & Chief Strategy Officer

Sarah brings 18 years of experience in corporate finance and strategic planning. Previously CFO at a $2B technology company, she led capital allocation transformations that improved ROIC by 40%. Sarah holds an MBA from INSEAD and is a frequent speaker on capital efficiency at industry conferences.

Team member 2

Elena Rodriguez

Managing Director, Advisory Services

Elena specializes in capital portfolio optimization for mid-market companies. With a background in private equity and 12 years in operational finance, she has guided over 50 organizations through strategic resource reallocation. Elena earned her CFA charter and holds degrees in Finance and Economics from HEC Paris.

Team member 3

Marcus Thompson

Senior Partner, Financial Analysis

Marcus leads our quantitative analysis practice, developing proprietary models for capital efficiency measurement. His 15-year career spans investment banking, corporate development, and strategic consulting. Marcus holds a PhD in Financial Economics and has published research on capital allocation in leading academic journals.

Team member 4

Jennifer Park

Director, Implementation & Change Management

Jennifer ensures that strategic frameworks translate into organizational practice. With expertise in change management and 10 years in operational excellence, she helps clients embed disciplined capital allocation into decision processes. Jennifer is certified in Organizational Change Management and holds an MBA from London Business School.

Team member 5

David Chen

Principal, Technology & Innovation

David advises technology companies on R&D capital allocation and innovation portfolio management. Previously a venture capital investor and startup COO, he understands the unique challenges of deploying capital in high-uncertainty environments. David holds engineering and business degrees from MIT Sloan.

150+

Client Organizations

$12B+

Capital Optimized

32%

Average ROIC Improvement

15

Countries Served

Ready to Optimize Your Capital Strategy?

Let's discuss how our proven frameworks can help your organization achieve superior capital efficiency and long-term value creation.

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