About Us

Our Story

Casper’s origins can be traced back to the thick of the global financial crisis in 2008, as this coincided with the start of our careers. We look back on this chaotic and challenging start with gratitude, as it provided the perfect springboard: Over 15 years working across top tier institutions in the City of London, we both enjoyed fulfilling careers. We were blessed with leaders who believed in our ability and invested in our development.

Our portfolio of skills grew steadily, and our learnings benefitted the many teams and projects that we oversaw. Over time, we began to notice recurrent themes, that we were helping to solve the same underlying challenges again and again.

Both passionate believers in giving back, we were keen to extend the reach of our impact beyond just one organisation. The more people we could help through our expertise, the more meaningful it would be.

And thus with mixed emotions but unwavering conviction, we left our well-trodden career paths behind, and Casper was born.

Through Casper, 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 professional success. We look forward to partnering with you, and value your trust in us.

- Sareet Shah & Poonam Shah, Founders

Our Mission

Casper Advisory is dedicated to helping businesses become 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.

Our Values

At Casper Advisory, we are guided by a set of core values that shape our culture, our work, and our relationships with clients and the broader community. These values are deeply rooted in the principles that drive success in the world of finance and business.

  • Our clients' success is our top priority. We are dedicated to understanding their unique needs and goals, providing them with objective advice, and delivering exceptional service that exceeds their expectations.

  • We strive for excellence in everything we do. We are committed to continuous improvement, innovation, and delivering the highest quality work. We hold ourselves to the highest professional standards and are dedicated to exceeding industry best practices.

  • We are committed to transparency, honesty, and building trust with our clients and partners.

  • We believe that strong relationships, both internally and with our clients, are essential to success.

  • We encourage creativity and are committed to staying ahead of the curve in the ever-evolving business landscape.

  • We are committed to making a positive impact through our work and by supporting initiatives that benefit society.

These values are not just words; they are the foundation of our firm. They guide our decision-making, shape our interactions, and inspire us to deliver exceptional results for our clients. We believe that by adhering to these principles, we can build lasting relationships, create value for our clients, and contribute to a better future.