2443 IMPALA DRIVE, CARSLBAD, CA

Dedicated to reshaping the narrative of finance through precision-driven investments.

[ABOUT]

In a tech company, the valuation is largely driven by the company’s growth narrative.

We build these narratives, structure financings and execute transactions.

Uniquely positioned to serve CEOs, who want an advisor that understands the technology industry and its trends and challenges.

With advisory and capital strategies engineered for results—built on rigorous analysis, deep sector expertise, and global investor reach—yet equally grounded in innovation, clarity, and long-term value.

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Specialized

in manufacturing,

technology &

securities

[ SPECIALIZATION ]

Areas of Focus

Boutique Investment Firm

Specializing in high-growth sectors Navigating Capital Raising and M&A

Intersection Capital is a boutique investment bank specializing in high-growth sectors where capital, strategy, and narrative converge. With deep expertise across technology, healthcare, and asset-backed securities, we deliver objective, unconflicted advisory services that help companies raise capital, navigate M&A, and structure transformative transactions.

Our track record includes more than $2 billion raised across industries, with a focus on late-stage venture, private equity, and strategic growth financing. Backed by 250+ investor affiliates and over $50 billion in fund relationships, we provide access to capital sources beyond the reach of traditional banks.

From structuring equity and debt financings to advising on mergers, joint ventures, and divestitures, we bring unmatched precision to complex deals. At the core of our approach is Velocity, our proprietary finance platform, designed to accelerate transactions and maximize outcomes for entrepreneurs, investors, and growth-stage companies.

Independent investment banking for technology, healthcare, and asset-backed sectors.

We are dedicated to reshaping the narrative of finance through precision-driven investments and progressive models. Our solutions are designed for disciplined performance—anchored in rigorous due diligence, strategic structuring, and global networks—while remaining committed to transparency, alignment, and enduring value creation.

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Our Founder

Oren Klaff

Oren Klaff is a dealmaker, author, and expert in high-stakes persuasion. He currently leads Capital Markets at Intersection Capital, where he designs and delivers major financing platforms and drives the firm’s flagship product, Velocity.

Author of the bestselling Pitch Anything and Flip the Script, Oren digs deep into how people really think under pressure—and shows how mastering that mindset translates into closing big deals.

Over his career, he has helped companies raise hundreds of millions, advised on deals totaling over a billion dollars, and built frameworks that entrepreneurs, executives, and sales leaders rely on globally.

When he’s not pitching or writing, you’ll find him studying human behavior, refining his approach to persuasion, and often speaking to audiences at major firms, events, and conference

[ COMMUNITY]

“Every detail of an investment process is dialed in, from the initial touch points, the accreditation and diligence process, down to efficient closing mechanics—this is a next-level experience. Resulting in the most inspiring investor community I’ve ever worked with.”

Nate Woodman, Head of Investor Relations

[ FAQ ]

Common Questions

Where are you located?

In Southern California, the San Diego area.

How can I see current investment offerings?

Please request information using the form below. Our Investor Relations team will reach out and provide you with a link to our InvestNext portal.

Do I need to be an accredited investor to invest?

Yes, most investments are limited to individuals holding an accredited investor status. Please reach out for clarifications on what type of proof is needed to verify.