Capital Strategy & Investor Readiness Advisory
At iCFO Newport Beach, we provide capital strategy, investor readiness, and market positioning support to help companies navigate the private capital markets. Through our experience and professional network, we assist entrepreneurs with preparation and facilitate strategic introductions to qualified private investors. All services are provided on a best-efforts basis, and no capital placement or funding outcome is guaranteed.
Capital Strategy & Investor Readiness Advisory
Helping companies prepare for private capital markets with clarity, structure, and strategic positioning
Khris Thetsy
General Partner
Khris Thetsy is a renowned serial entrepreneur, strategic investor, and the visionary founder of iCFO Capital, LLC. With an impressive track record spanning over a decade, he brings a wealth of expertise as a Chief Financial Officer to the company. Khris has a deep understanding of various facets of business management, including sales, business development, and marketing.
Throughout his career, Khris Thetsy has held pivotal positions as Chief Financial Officer and Chief Operating Officer in diverse industries, such as Telecom, eCommerce, Software, and Food Manufacturing. Additionally, he has served as the Corporate Chief Accounting Officer of Publicly Traded Companies, showcasing his extensive knowledge and versatility.
Khris's exceptional financial acumen and senior management experience have played a pivotal role in designing and executing effective financial operations. He has successfully spearheaded capital raising initiatives for small entrepreneurial companies, start-up firms, and growing enterprises, thereby fueling their expansion and sustained growth.
As a serial entrepreneur, Khris Thetsy possesses an innate ability to identify lucrative investment opportunities and leverage his strategic insights to maximize returns. His astute decision-making, combined with his comprehensive understanding of market dynamics, has enabled him to create a thriving ecosystem within iCFO Capital Global, Inc.
Michael Lerma
General Partner
Michael Lerma is a seasoned professional with an extensive background in corporate and business consulting. With over 20 years of experience, he has worked closely with prestigious Wall Street firms and Fortune 100 companies, providing invaluable insights and strategic guidance across various industries. His expertise spans Investment Banking, Financial Services, Filmed Entertainment, Consumer Products, Executive Recruiting, and Management Consulting.
Throughout his career, Michael has collaborated with private equity firms, hedge funds, family offices, and high-net-worth individuals, leveraging his analytical skills to assess industry sub-sectors and identify lucrative business and investment opportunities. He possesses a deep understanding of the intricate workings of the financial landscape and excels in navigating complex markets.
Michael's proficiency lies in Private Equity Business Development, Finance, Business analysis, Corporate strategy, and Telecommunications. With a keen eye for identifying growth potential and a knack for formulating innovative strategies, he has consistently contributed to the success of his clients and partners. His ability to analyze market trends, evaluate risks, and develop actionable plans has earned him a reputation for delivering exceptional results.
As a trusted advisor, Michael Lerma has built strong relationships with key stakeholders, demonstrating his exceptional communication and interpersonal skills. He is known for his collaborative approach, working closely with clients to understand their unique needs and tailor solutions to drive optimal outcomes.
Michael Lerma
General Partner
Michael Lerma is a seasoned professional with an extensive background in corporate and business consulting. With over 20 years of experience, he has worked closely with prestigious Wall Street firms and Fortune 100 companies, providing invaluable insights and strategic guidance across various industries. His expertise spans Investment Banking, Financial Services, Filmed Entertainment, Consumer Products, Executive Recruiting, and Management Consulting.
Throughout his career, Michael has collaborated with private equity firms, hedge funds, family offices, and high-net-worth individuals, leveraging his analytical skills to assess industry sub-sectors and identify lucrative business and investment opportunities. He possesses a deep understanding of the intricate workings of the financial landscape and excels in navigating complex markets.
Michael's proficiency lies in Private Equity Business Development, Finance, Business analysis, Corporate strategy, and Telecommunications. With a keen eye for identifying growth potential and a knack for formulating innovative strategies, he has consistently contributed to the success of his clients and partners. His ability to analyze market trends, evaluate risks, and develop actionable plans has earned him a reputation for delivering exceptional results.
As a trusted advisor, Michael Lerma has built strong relationships with key stakeholders, demonstrating his exceptional communication and interpersonal skills. He is known for his collaborative approach, working closely with clients to understand their unique needs and tailor solutions to drive optimal outcomes.
Contact Us
Contact us today to learn more about how the iCFO Capital Newport Beach team can assist you with our tailored Investor Relations services. Together, we will unlock the capital necessary to fuel your business growth and achieve your goals.
Are You a Company Preparing for Growth Capital?
Our services are designed to support preparation—not solicitation—so you can present your business professionally and compliantly when opportunities arise.
Request Pre-Qualification Review ? See moreWhether you are evaluating future funding options or strengthening your readiness for capital discussions, iCFO Capital Global provides structured capital communications, investor relations preparation, and strategic guidance to help you engage capital markets with clarity and confidence.
iCFO Capital Global works with companies to strengthen capital readiness through disciplined capital communications and investor relations preparation. We help organize business narratives, refine messaging, and structure investor-facing materials so companies are better prepared for professional capital discussions.
Our role is strictly advisory and preparatory. We do not solicit investors, recommend securities, participate in transactions, or guarantee outcomes.
Connect with our team to learn how iCFO Capital Global supports capital readiness and investor communications. We provide guidance on navigating informational company materials, understanding our platform, and accessing resources aligned with your stated interests—without offering investment advice or recommendations.
Are You an Investor Exploring New Opportunities?
iCFO Capital Global provides access to curated, informational deal materials from companies seeking to improve their capital communications and investor readiness. Our platform is designed to support awareness and evaluation—without recommendations or solicitation.
Investor Overview & Access Session ? See moreCurated Informational Deal Access
Investors gain access to structured, informational company materials from early-stage and growth-oriented businesses preparing for capital discussions—presented for awareness and independent evaluation only.
Explore a curated collection of informational company materials from early-stage and growth-oriented businesses preparing for capital discussions. Our deal flow is designed to support awareness, initial review, and independent evaluation—without recommendations, solicitation, or participation in any securities transaction.
All information is provided for informational purposes only. Investors conduct their own due diligence and make investment decisions independently.
Meet with our Investor Relations team to review informational company materials and discuss your stated areas of interest. Our team supports navigation of available information and helps facilitate access to relevant materials based on general preferences—without making recommendations or providing investment advice.