iCFO Scottsdale — Strategic Capital Solutions
Advising growth-focused companies through disciplined capital planning and direct access to a global network of private and institutional investors.
At iCFO Scottsdale, we focus on delivering thoughtful, execution-driven capital advisory tailored to the needs of growing and emerging businesses. Our team works closely with founders and executives to refine their capital strategy, evaluate financing alternatives, and prepare companies to engage effectively with sophisticated investors. As part of the iCFO Capital Global platform, we serve as a strategic connector between high-potential companies and a curated network of institutional and private capital sources. Through disciplined preparation, structured investor outreach, and ongoing advisory support, we help management teams secure aligned capital partners and position their businesses for sustainable growth and long-term success.
Capital Strategy & Investor Readiness Advisory
Helping companies prepare for private capital markets with clarity, structure, and strategic positioning
Steven Lee
General Partner
Steven Lee is a highly respected figure in the investment banking industry with over 35 years of experience. He is best known as the Founder and Chairman of the Board of Pacific Monarch Group (PMG), a renowned investment banking firm. With a specialization in mergers, acquisitions, IPOs, and venture capital procurement, PMG has played a pivotal role in the success of numerous start-ups and Fortune 500 corporations. Under Mr. Lee's leadership, PMG also excelled in forming strategic alliances and partnerships between domestic and foreign corporations, facilitating international business growth.
Mr. Lee's expertise extends beyond traditional investment banking services. PMG under his guidance provided portfolio management services and structured various financial instruments, including property-backed debentures, holiday bonds, and royalty income trusts. wide range of services showcased Mr. Lee's versatility and adaptability in meeting the diverse needs of clients.
Having garnered global recognition as an industry icon, Mr. Lee has established himself as a trusted facilitator of capital resources. His core competency lies in connecting high-growth start-ups and Fortune 500 corporations with the necessary capital to fuel their expansion and achieve their business objectives on a global scale.
With an impressive track record spanning decades, Steven Lee's contributions to the investment banking industry have been instrumental in shaping its landscape. His leadership and expertise have left an indelible mark, making him a highly regarded figure in the field.
Steven Lee
General Partner
Steven Lee is a highly respected figure in the investment banking industry with over 35 years of experience. He is best known as the Founder and Chairman of the Board of Pacific Monarch Group (PMG), a renowned investment banking firm. With a specialization in mergers, acquisitions, IPOs, and venture capital procurement, PMG has played a pivotal role in the success of numerous start-ups and Fortune 500 corporations. Under Mr. Lee's leadership, PMG also excelled in forming strategic alliances and partnerships between domestic and foreign corporations, facilitating international business growth.
Mr. Lee's expertise extends beyond traditional investment banking services. PMG under his guidance provided portfolio management services and structured various financial instruments, including property-backed debentures, holiday bonds, and royalty income trusts. wide range of services showcased Mr. Lee's versatility and adaptability in meeting the diverse needs of clients.
Having garnered global recognition as an industry icon, Mr. Lee has established himself as a trusted facilitator of capital resources. His core competency lies in connecting high-growth start-ups and Fortune 500 corporations with the necessary capital to fuel their expansion and achieve their business objectives on a global scale.
With an impressive track record spanning decades, Steven Lee's contributions to the investment banking industry have been instrumental in shaping its landscape. His leadership and expertise have left an indelible mark, making him a highly regarded figure in the field.
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.
Contact Us
Contact us today to learn more about how the iCFO Capital Scottsdale 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.