We see capital strategy as more than allocation. It is an ongoing dialogue between data, discipline, and markets, shaped with intent and built to endure.
Strategies developed
Businesses evaluated
Investor cohorts guided
Analysis hours logged
Growth plans executed
Assets repositioned
Process in focus
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We begin with listening and research. Market position, financial posture, and operational realities define the brief so we can outline objectives, constraints, and success metrics with precision.
We establish guiding principles for growth, risk posture, and capital flow. Models, benchmarks, and scenario testing reveal the strategic path that best aligns with the client’s goals.
We develop detailed plans across operations, financial systems, and acquisition targets. Data, technology, and partners are evaluated as we coordinate execution while keeping timeline and cost in view.
We oversee performance with discipline and insight. After deployment, continuous monitoring and refinement ensure each strategy compounds effectively, supported by long-term guidance and reporting.
David managed $3B in annual transactions as the lead quantitative risk manager at a proprietary trading group, successfully timing four black swan events, including the COVID-19 crash. He now leads Green Mountain Advisers' alternative investments and consulting divisions. David holds a B.S. in Statistics & Quantitative Modeling from Baruch College.
Dr. Falk Laube, Managing Member and Board Adviser at Green Mountain Advisers, brings over 15 years of experience in technology, trading, and risk modeling. He has developed advanced trading platforms, led projects for billion-dollar hedge funds, and holds a PhD in Quantitative Finance, along with Series 3/65 licenses.
Daniel, founder of Sonorous Group, is a multi-exited entrepreneur specializing in FinTech and SaaS operations. He collaborates with Green Mountain Advisers to scale client companies, providing founders with the tools and strategies needed to ensure business success.
Jacob, Senior Controller at Green Mountain Advisers, manages the financial operations of client companies. He previously held senior accounting roles at KPMG, Crowe, and PwC. Jacob holds a B.S. in Accounting and Business Management from the City University of New York - College of Staten Island.
Shreyas Chityala, Senior Venture Capital Adviser at Green Mountain Advisers, is Managing Partner of Elevate Innovation VC and Manager of Vedas Group. He invests in fintech and enterprise software with experience in consulting, banking, and investing across the US, Australia, and Asia. Shreyas holds a B.Sc. from Columbia University.
