Roemer Capital launches RCOS 2.0 to become the first AI-native investment boutique
Whether you're refining your pitch, planning your fundraising strategy, or scaling your business: we're here to help.
Roemer Capital has launched Roemer Capital OS 2.0, RCOS for short, taking the next step towards becoming the first AI-native investment boutique. The platform covers the entire transaction process for funding rounds and company sales digitally and integrates the CFO services. For clients, this means convincing documents sooner, higher quality and a clear status at all times, available through the Client Portal on roemer-capital.com.
Roemer Capital has launched Roemer Capital OS 2.0, RCOS for short. The platform brings together the entire transaction process and Roemer Capital's CFO services, fully digital. For clients, RCOS is the Client Portal through which their engagement runs from day one.
The ambition behind it is clear: Roemer Capital aims to become the first AI-native investment boutique. Digital does not mean less care. It means more speed with higher quality. The platform takes routine work off the team, leaving more time for what decides an engagement: strategy, valuation and negotiation.
What clients get
RCOS is built around one result: an engagement that reaches its goal faster and more cleanly. Clients see this in three places.
- Speed. Clients get to complete, convincing documents sooner and therefore start talking to investors or buyers earlier.
- Quality. Documents, figures and the equity story follow one consistent standard. Anything that goes to investors has been reviewed by the Roemer Capital team first.
- Overview. The status of the engagement is visible at any time. Open items, documents and next steps sit in one place instead of being scattered across emails and folders.
Transactions and CFO services from one source
Roemer Capital supports companies with funding rounds, company sales and as fractional CFO. With RCOS 2.0, these services run on the same platform. Financial planning, documents and the transaction interlock instead of running side by side.
Lucas Roemer, founder and managing director of Roemer Capital, sums it up:
“With RCOS, we have built a platform that covers the entire transaction process and our CFO services. Fully digital and without compromising on quality. On the contrary: quality goes up, and above all, we get faster.”
Access through the Client Portal
Roemer Capital clients sign in through the Client Portal, which can be found in the navigation on roemer-capital.com. Anyone planning a funding round, a company sale or support from a fractional CFO can get to know RCOS in an introductory call.
Frequently asked questions
What is Roemer Capital OS?
Roemer Capital OS, RCOS for short, is Roemer Capital's digital platform. It brings together the transaction process for funding rounds and company sales with the CFO services.
How do clients get access?
When the engagement starts, every client receives personal access to the Client Portal on roemer-capital.com.
Does the platform replace advisory work?
No. RCOS takes routine work off the team. Strategy, valuation, negotiation and the review of all results stay with the Roemer Capital team.
What changes with version 2.0?
With version 2.0, the transaction process and the CFO services run on one shared platform. For clients, this means one login and one shared status across all services.
FAQs
Here you can find the important questions.
