Hello, we’re Casper.
We help businesses develop compelling strategies, build investor-ready plans, and deliver impactful corporate pitches
What we do
Casper Advisory is a boutique business advisory company founded by two former Goldman Sachs alumni Poonam Shah and Sareet Shah, based out of Nairobi, Kenya and serving global clients.
We empower businesses to achieve their full potential with strategic planning, investor preparation, and compelling corporate pitches.
Our Services
At Casper, our service offering is categorised into Four Areas of Expertise.
1. BUSINESS PLANNING
CRAFT A ROADMAP TO SUCCESS WITH STRATEGIC BUSINESS PLANNING
We help you develop comprehensive business plans that include market analysis, financial projections, operational strategies, and growth initiatives. Our expertise ensures your plan is not only robust but also adaptable to the ever-changing business landscape.
2. FINANCIAL ANALYSIS
UNCOVER INSIGHTS AND DRIVE DECISIONS WITH EXPERT FINANCIAL ANALYSIS
We provide in-depth financial analysis to help you assess performance, identify risks, and uncover opportunities. From ratio analysis and trend forecasting to profitability assessments and cash flow diagnostics, our insights enable informed, data-driven decisions that enhance your business resilience and strategic focus.
3. INVESTOR PREPARATION
SECURE FUNDING WITH INVESTOR-READY STRATEGIES
From crafting compelling pitch decks and financial models to navigating due diligence and investor communication, we prepare you to confidently secure the funding you need to fuel your growth.
4. CORPORATE PITCHES
DELIVER IMPACTFUL PITCHES THAT WIN OVER INVESTORS
We help you craft persuasive narratives, design impactful presentations, and master the art of delivery. Our coaching ensures you make a lasting impression and secure the support of key stakeholders.
CASE STUDY EXAMPLES
* Saudi Arabian FinTech Organizational Strategy
* U.A.E Airline Cargo Start Up Strategy and Financial Planning
* US Environmental Scale Up Business and Financial Planning
* East African Renewable Energy Business Strategy and Investor Pitch Deck
* French Restaurant Chain Valuation and Investor Pitch Deck
We aim to serve you with the very best of our collective skill set, and are confident that we can make a genuine difference to your success.
Testimonials
Our Mission
Casper Advisory is dedicated to helping businesses get investor-ready
We combine strategic business planning with comprehensive investor preparation to ensure our clients have the tools and strategies they need to attract funding and achieve their growth ambitions.
Our mission is to guide businesses through every stage of the investment journey, from developing compelling business plans to crafting impactful pitches that resonate with investors.
Meet Our Leaders
Casper is built upon the professional experience of our founders, Sareet Shah and Poonam Shah. Both former Directors at Goldman Sachs, they have a combined 30 years experience in the City of London working for top tier institutions.
Their expertise is vast and focuses on: business growth & strategy, process efficiency, project management and risk management.
Sareet Shah
CEO & CO-FOUNDER
Poonam Shah
COO & CO-FOUNDER
Our Values
We are committed to a set of core values that guide everything we do. These values reflect our commitment to our clients, our people, and the broader community we serve.
Our values are founded upon the 6 principles of: Authenticity, results-orientation, collaboration, social responsibility, continuous learning and empathy
“We must all obey the great law of change. It is the most powerful law of nature”
- Edmund Burke
Get in Touch
If you are an organisation that is ready to:
Deliver a compelling pitch to investors
Demonstrate thoroughness through business planning
Gain a true, data-driven financial picture of your performance
Impress stakeholders with professionally designed corporate decks
get in touch and find out how we can help take you to the next level.