Investment Ark

Award-Winning Fractional CFO, Fundraising, and Investment Analysis Firm

Investment Ark is an award-winning fractional CFO, fundraising, and investment analysis firm—led by Stanford and ex-Big 4 professionals—delivering institutional-grade expertise to startups, SMBs, and investors.
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We empower startups and SMBs to scale sustainably through strategic CFO leadership and capital-raising support, optimizing financial management and accelerating growth.
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On the investor side, we provide rigorous financial research, investment analysis, and comprehensive buy- and sell-side M&A transaction support. To date, we have done so to the tune of almost $1 billion.
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Since inception, we've successfully served over 500 clients—from $20B+ AUM private equity funds and unicorn startups to fast-scaling, industry-leading SMBs—helping them navigate strategic challenges and accelerate growth.

Our Story

Investment Ark was originally founded to help improve access to capital through equity crowdfunding. As one of the first equity crowdfunding consulting companies, we were able, in less than two years, to connect over 47 startups with 21,000 private investors.
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As our business grew, our initial success—and our happy clients—fueled our passion to do more. We assembled a team of highly experienced professionals, including investment bankers, venture capitalists, CFAs, award-winning graphic designers, and copywriters—and established a full-service fractional CFO, fundraising, and investment analysis firm.
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Today, we offer a one-stop shop for businesses and investors. We help startups and SMBs skyrocket their success by delivering critical CFO and capital raise solutions. Additionally, we provide vital assistance to investors in investment research and analysis.

$1B+

Capital Raised

400+

Startups/SMBs Served

350+

Funding Rounds Closed

150+

Investors Represented

$900M+

in Transactions Analyzed

Industries Covered

Our Team

At Investment Ark, we’re a diverse team composed of Forbes-featured experts drawn from across different industries and specialties, including a Stanford MBA, ex-Big 4 professionals, CFAs, corporate analysts, venture capitalists, investment bankers, and award-winning designers—all dedicated to your success.

David Kharatishvili

Co-Founder

Stanford MBA graduate and Forbes 30 Under 30 honoree, David brings his expertise in financial strategy and venture growth to Investment Ark. As co-founder, he focuses on reshaping how startups and investors connect, driving innovative fundraising solutions and fostering meaningful partnerships in the investment space.

Lasha Ubilava

Co-Founder & Chief Investment Strategist

With a history of strategic roles in financial analysis and corporate banking at prominent banks, Lasha brings a wealth of expertise to Investment Ark. As Chief Investment Strategist, he drives the company's M&A strategies with precision and an unmatched understanding of financial landscapes. His depth of knowledge is enriched by his ongoing pursuit of the Level 2 CFA Program.

Nikoloz Metreveli

Investment Analyst & Financial Modeling Expert

FMVA-certified, Nikoloz brings his extensive experience from KPMG, TBC, and Foresight Investment Group to Investment Ark. With a strong background in financial modeling and investment analysis, he provides strategic insights and effective financial structuring, driving client success.

Giorgi Natroshvili

Senior Fundraising & Due Diligence Strategist

A seasoned private equity and venture capital expert, Giorgi leads Investment Ark's fundraising and due diligence efforts. With a meticulous approach to capital markets, he guides clients in securing funding and making informed investment decisions, leveraging his deep expertise and strategic insights to drive success.

Keta Gelashvili

Senior Research & Financial Strategist

Former capital market supervisor at the National Bank of Georgia and seasoned corporate banker, Keta brings a wealth of expertise to Investment Ark. In her role, she leverages her comprehensive financial knowledge and research acumen to devise robust investment strategies, making her an invaluable asset for clients navigating complex financial landscapes.

Mariam Kvavilashvili

Creative Director

A senior-level graphic designer, Mariam brings extensive experience working with global brands, as well as LeavingStone, which created the designs of over 150 international festival winners, including Cannes Lions, Webby, Eurobest, London International Awards, and ADC*Europe, to name just a few.

Our Mission

Our mission is simple—to deliver Wall Street-grade fractional CFO and investment analysis solutions at a fraction of the price. We ensure our clients receive top-tier expertise, combining senior-level talent and institutional-quality service without the overhead associated with traditional providers.

Blog

Go to Blog

Fractional CFO

How Fractional CFOs Propel Small Businesses Forward

March 20, 2025

The fractional CFO model offers SMEs a strategic, flexible, and cost-effective solution to their financial leadership needs. By providing access to seasoned financial expertise on an as-needed basis, fractional CFOs enable businesses to navigate complex financial landscapes effectively, driving sustainable growth and success.

Due Diligence

Financial Due Diligence Process Decoded

January 14, 2025

Due diligence is detailed and invasive but doesn’t need to be scary. Think of due diligence as a chance to show off all the hard work you’ve done and put into your startup rather than an inquisition. To best protect yourself, ensure you’re auditing your value chain independent of due diligence teams regularly, and even if you’re comfortable with the status of your startup, consider hiring help – you never know what you may be missing.

Investment Analysis

Mergers and Acquisitions

November 16, 2024

M&A isn’t the shortcut to payout that some think it is and involves arduous work over time, even if the founders intend to leave after the deal closes. Many stumbling blocks, from due diligence to valuation and beyond, can halt the progress of M&A even months into the process. It’s critical to success that you ensure systems and assessments are straightforward and reliable before considering an M&A, and if the prospect arises, you may want to hire help before embarking on the journey alone.

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