TruePoint Capital
Investment & Capital Advisory — Austin, TX

Capital with
Conviction.

TruePoint Capital provides senior investment and capital advisory for businesses and investors across Texas and the US — combining financial rigor with strategic depth to create lasting value.

$180M+
Capital Advised
Austin, TX
& Nationwide
12yr
Investment Experience
At a Glance
Capital Advised$180M+
& NationwideAustin, TX
Investment Experience12yr
Services6 Areas
LocationAustin, TX

What We Do

Our Core Services

Six specialist service areas delivered by senior experts with proven track records across US organizations.

01

Capital Advisory

Debt, equity, and hybrid capital structuring, sourcing, and placement — engineered for your stage, your sector, and your strategic objectives.

02

M&A Advisory

Buy-side and sell-side M&A — rigorous diligence, precise valuation, and negotiation that consistently protects and maximises client value.

03

Investment Strategy

Portfolio construction, asset allocation, and opportunity assessment for family offices, HNW investors, and institutional clients.

04

Business Valuation

Independent, defensible business valuations for transactions, litigation, reporting, and strategic planning.

05

Growth Financing

Growth capital advisory from growth equity through structured finance — for businesses ready to scale decisively.

06

Portfolio Advisory

Ongoing portfolio company support — strategic, operational, and financial advisory maximising returns from existing holdings.

Client Voices

What Our Clients Say

“TruePoint structured and placed our $28M growth round when our previous adviser had stalled. Their market access, deal creativity, and execution are genuinely exceptional.”
Robert Alvarado
CEO, Alvarado Industrial Holdings
“Their M&A advisory on our acquisition was the most thorough process we have experienced. Precise valuation, disciplined diligence, and negotiation that protected our interests throughout.”
Jennifer Nash
CFO, Nash Technology Holdings
“The investment strategy they developed for our family office has significantly outperformed our previous approach. Independent thinking and trusted counsel.”
Charles Whitfield
Principal, Whitfield Family Office

Ready to Get Started?

Schedule a free consultation — no obligation, just honest expert advice.

About TruePoint Capital

Investment & Capital Advisory based in Austin, TX — serving clients across the US with expertise, integrity, and a genuine commitment to outcomes.

Our Story

Built on Expertise.
Defined by Results.

TruePoint Capital was built by senior practitioners committed to delivering better Investment & Capital Advisory than the market was offering — with genuine expertise, honest advice, and an unwavering focus on client outcomes.

Based in Austin, TX, we serve clients across the US — from growth-stage companies to established enterprises seeking senior specialist expertise they can trust.

Expertise

Deep, current specialist knowledge in Investment & Capital Advisory.

Integrity

Honest advice, transparent fees, and genuine alignment with your interests.

Results

We measure our success entirely by the outcomes we deliver.

Partnership

Long-term relationships built on trust, quality, and consistent delivery.

Our Team

The People Behind the Work

AM

Alex Morgan

Managing Director

Senior practitioner with 15+ years in Investment & Capital Advisory. Built the firm to deliver consistently higher-quality specialist expertise.

SC

Sarah Chen

Head of Client Services

Expert practitioner and relationship lead ensuring every engagement delivers to the highest possible standard.

JP

James Preston

Senior Consultant

Technically expert and commercially astute — leads our most complex and high-value client engagements.

NB

Natasha Brown

Lead Specialist

Experienced specialist whose work consistently produces measurable, lasting improvements for clients.

RO

Ryan O’Brien

Technical Lead

Deep technical expertise with strong commercial awareness — the combination that produces the best outcomes.

FK

Fatima Khan

Client Manager

Ensures every engagement runs smoothly from kickoff through delivery to the long-term relationship that follows.

Our Mission

“To deliver the highest quality Investment & Capital Advisory expertise to every organization we work with — with integrity, transparency, and an unwavering commitment to outcomes that genuinely matter.”

Our Services

Six core Investment & Capital Advisory service areas delivering specialist expertise for US organizations at every stage of growth.

01

Capital Advisory

Debt, equity, and hybrid capital structuring, sourcing, and placement — engineered for your stage, your sector, and your strategic objectives.

02

M&A Advisory

Buy-side and sell-side M&A — rigorous diligence, precise valuation, and negotiation that consistently protects and maximises client value.

03

Investment Strategy

Portfolio construction, asset allocation, and opportunity assessment for family offices, HNW investors, and institutional clients.

04

Business Valuation

Independent, defensible business valuations for transactions, litigation, reporting, and strategic planning.

05

Growth Financing

Growth capital advisory from growth equity through structured finance — for businesses ready to scale decisively.

06

Portfolio Advisory

Ongoing portfolio company support — strategic, operational, and financial advisory maximising returns from existing holdings.

Let’s Discuss Your Needs.

A free consultation with one of our senior specialists — no obligation, just an honest conversation.

Careers at TruePoint Capital

We hire talented, driven people who want to do excellent work at a firm that genuinely values quality and expertise.

Open Roles

Current Opportunities

Senior Consultant

Full-TimeAustin, TX / Hybrid

Consultant

Full-TimeAustin, TX

Analyst

Full-TimeAustin, TX

Client Manager

Full-TimeAustin, TX / Hybrid

Associate

Entry LevelAustin, TX

Benefits

What We Offer

$

Competitive Pay

Market-rate salaries reviewed annually with performance bonuses.

20

Days PTO

20 days PTO plus federal holidays, increasing with tenure.

🩺

Health Benefits

Comprehensive medical, dental, and vision coverage from day one.

📚

Development

Annual budget for professional development, certifications, and training.

🏠

Flexible Work

Hybrid and remote options — we focus on output, not hours at a desk.

4%

401(k) Match

Employer 401(k) match from your first day of employment.

Investment & Capital Advisory Insights

Practical perspectives and analysis from the TruePoint Capital team.

Capital

Raising Growth Capital in Austin in 2025: The Market, the Investors, and the Process That Closes

The capital raising environment for Central Texas businesses — who is investing, what they want, and how to run a process that closes on your terms.

May 7, 20255 min
M&A

M&A Valuations in 2025: What Buyers Are Paying and Why Preparation Matters More Than Ever

The multiples, deal structures, and buyer priorities shaping US M&A transactions right now.

Apr 23, 20255 min
Strategy

Capital Structure Decisions That Maximise Business Value Over the Long Term

The debt, equity, and hybrid choices that consistently produce better outcomes for business owners and investors.

Apr 9, 20255 min
Exits

Exit Planning: The 24-Month Preparation That Maximises What You Receive

The financial, operational, and market preparation that consistently delivers better valuations and cleaner transactions.

Mar 26, 20255 min
Portfolio

Portfolio Company Value Creation: The Interventions With the Highest Return

The strategic, operational, and financial advisory actions that reliably accelerate portfolio performance.

Mar 12, 20255 min
Austin

The Austin Capital Market in 2025: What Local Businesses Need to Know

An honest assessment of the investment environment for Austin businesses — sectors, investors, and deal dynamics.

Feb 26, 20255 min

Get in Touch

Schedule a free consultation — no obligation, just an honest conversation about how we can help.

Contact

Address
10910 Domain Dr Suite 100, Austin, TX 78758, United States
Phone
Email
Hours
Monday – Friday
9:00 AM – 5:30 PM CT

Free initial consultation — no commitment required.

Send a Message

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