Firm
A capital architecture firm.
Aegis works with sponsors, funds and family offices on the structure and operations behind private capital. Based in Dallas, Texas.
Most private capital teams are excellent at the asset and improvised at the capital function. The model lives in one spreadsheet, the investor list in another, the reporting in an inbox. It holds until volume increases, and then it does not.
Aegis builds that function deliberately. We design the structure, build the materials and model, stand up the pipeline and reporting, then operate the cadence long enough for it to become normal for your team. Everything is written down, and everything transfers.
We work on a defined scope with named deliverables. We do not present a track record, endorsement or performance figure that has not been substantiated, and we do not provide legal, tax, accounting or brokerage services.
Who we work with
Fit is specific.
- Sponsors moving from deal-by-deal capital to a repeatable program
- First-time and emerging fund managers preparing for institutional diligence
- Family offices formalizing screening, governance and committee process
- Operators who need capital leadership without a full-time executive hire
Start with a capital architecture session.
A working session to map your capital structure, investor pipeline and the operating gaps between them.