Private Equity Advisory
Deal sourcing support, target screening, LBO structuring, IC memo preparation, and post-close value creation planning for LMM and middle-market PE transactions.
Barenberg Capital Partners is a private advisory firm combining quantitative trading technology, AI-powered deal intelligence, and investment advisory — built for those who measure success in decades, not quarters.
Barenberg Capital Partners provides investment advisory services to founder-led businesses, management teams, and family offices navigating private equity transactions, growth equity raises, and portfolio optimization.
We bring institutional-grade analytical rigor — the same frameworks powering our DEALITHIC platform — to every engagement. Our advisors have been involved in over $5B in investment projects across four decades of combined experience.
Whether you are preparing for a process, evaluating a term sheet, or building conviction on a target, we provide the independent analysis your decision deserves.
Deal sourcing support, target screening, LBO structuring, IC memo preparation, and post-close value creation planning for LMM and middle-market PE transactions.
Pre-money valuation frameworks, growth equity return modeling, cap table analysis, and diligence support for Series A through growth rounds.
Independent risk assessment, downside scenario analysis, and portfolio stress-testing informed by our quantitative research and life-sciences expertise.
DEALITHIC is the deal-technology platform built by our founder. One login replaces securities counsel, an investor database, an outreach tool, a data room and a placement agent — with 50,000+ venture, credit and family-office funds matched to your deal.
Built for the company doing the raise — $500K to $50M, Seed, Series A or growth — and for the deal sizes the bulge bracket ignores and regional banks can’t handle. Every other firm is either a technology platform or an advisory shop. DEALITHIC is both: the same AI that underwrites the deal also structures the capital vehicle and routes it to investors.
Start free → See the Private Issuer Dashboard →The dashboard writes your offering, scores it against the funds that actually fit, sends the outreach from your own address, and puts the deal in front of capital that is already looking. Five jobs that normally take five vendors.
CIM, PPM, subscription agreement, Form D prep and cap table — generated from your own financials and reviewed by you before anything leaves the building. A Reg D 506(c) structured correctly from day one, not patched later.
Your offering is scored against 50,000+ funds, family offices, credit shops and RIAs by sector, check size, stage and geography. A ranked list with a reason attached to every name — not a CSV export.
Sequenced email drafted from your own offering documents, in your voice as the founder, sent from your own address and followed up automatically. Every open, click and reply tracked. An AI call script is drafted from the same documents and stays off until you switch it on.
Publish and the deal goes live on the Deal Board, where funds browse for opportunities on their own schedule. Outbound and inbound running off the same offering, at the same time.
Gated, tracked, and per-investor. You see which document each fund opened and when — before the call, not after it.
Start with the documents — the rest unlocks as your raise moves. Upload your financials and deck, and the dashboard builds your CIM and shows you the funds that fit. Free to start; you decide what to unlock once you have seen your matches.
DEALITHIC is a live board — mapped investors on one side, real offerings on the other. When you publish, you are not adding a row to a database. You are appearing where allocators already look.
50,000+ mapped allocators — venture, credit and debt, family offices, hedge funds, growth and private equity — profiled by sector focus, check size, EBITDA range and geography. Funds that claim their profile maintain it themselves, so the criteria stay current.
Live offerings from issuers and sponsors, browsable by asset class, industry and geography. Hit publish in your dashboard and your deal is on the board the same day — with your offering page, your data room and your terms attached.
For public companies needing institutional visibility. AI-powered investor awareness campaigns reaching 2,000+ FINRA-registered broker-dealers, RIAs and a quarter million verified retail investors through sequenced email and direct outreach — compliant with SEC Rule 17(b), and 48 hours from brief to live campaign.
For firms deploying capital instead of raising it. Upload a CIM and receive a complete Investment Committee memo — LBO or growth equity model, risk register, executive summary, 100-day plan — then screen targets side by side and manage the pipeline from one dashboard.
The same engine, self-hosted. Private deployment in your own cloud tenant with your own keys, or a custom build with your mandate encoded — and tools that attach to the AI setup your own engineers already run. For firms that genuinely cannot use hosted software.
Every raise standardized. Every deal underwritten. Every investor matched. What starts as software becomes infrastructure — and infrastructure becomes a market.
AI underwriting & network
Dashboard + network + distribution
Programmable deal rails
Private securities marketplace
Obsidian Quant is a systematic long-only U.S. equity system. Every position enters with a predefined maximum loss and no ceiling on its gain — the average winner is several times the average loser, which is how the system compounds while winning a minority of its trades. Execution is deterministic: a fixed, tested rulebook applied identically to every position, with no discretion at any point.
The research around it never stops — hypotheses are generated and tested across multiple market regimes autonomously, on criteria fixed before each test runs. Most are rejected. Only a human promotes anything to live capital.
See the live track record →Rather than relying on any single indicator, the system simultaneously evaluates multiple independent market signals across price action, volume dynamics, and structural momentum. Positions are only initiated when signals reach a statistically significant confluence threshold — eliminating low-probability noise trades entirely.
Every trade the system takes becomes evidence about the system itself. Results are analyzed against the full historical record — by the founder working alongside frontier AI models — to surface systematic patterns, signal failures and emerging edge conditions. The hypotheses that produces are tested autonomously: each one is registered with its pass criteria before it runs, evaluated across multiple market regimes including a bear market, and rejected on those criteria without human involvement. Results are reported against the number of hypotheses tried, so a survivor is never read without its denominator. The trading engine remains deterministic and does not rewrite its own logic — the loop can reject on its own; only a human can promote anything to live capital.
Before any refinement touches capital, it must earn its way in. Candidate improvements are backtested across multiple multi-year market regimes — including full bear markets — then run as a parallel shadow portfolio against live market data, measured head-to-head against the production strategy. Only enhancements that demonstrate durable statistical edge are promoted, one change at a time, so that every result stays attributable to a specific decision. This is versioned software: the release running today is the accumulation of every change that earned its place, and the strategies that did not earn theirs were retired on the evidence. The system evolves, but never on faith.
“The edge is not in any single signal. It is in the system’s ability to recognize when multiple independent data streams converge — and to have the discipline to act only then, and nowhere else.” — Anthony W. Licausi, Founder
Capacity is finite, and that is the point. The opportunities this system takes are too small for institutional capital to compete for — which is precisely why the edge persists. Capacity is shared across every licensee, not allotted per account: all accounts trade the same signals at the same moment, so the binding constraint is the total book rather than your balance. We have measured that ceiling and we allocate against it. Seats are limited and offered by invitation to qualified parties.
Seats go to parties who can deploy at least $250,000 in a margin-enabled brokerage account they own and control, and who are comfortable with a strategy that wins a minority of its trades and is expected to have losing stretches. We do not take custody, and we cannot move money out of your account. If that fits, tell us your situation and we will come back with availability and terms.
Modest by design — Regulation T permits 2× overnight. The book is long-only, so a broad, sudden decline is the risk the leverage is sized against, not the reason for it.
You’re not sending money to a manager. You’re licensing a proprietary AI trading system and running it inside your own brokerage account. Your capital stays in your account at all times — we never touch it, never custody it, never have access to it. Think of it as deploying institutional-grade trading software to your own infrastructure.
Create a brokerage account at alpaca.markets — it takes about 10 minutes. Fund it with any amount you’d like to deploy. Alpaca offers both paper (simulated) and live trading, so you can run the system in simulation first to validate performance before going live.
You provide your Alpaca API keys. We stand up a private instance of the system on a dedicated server — your own isolated environment, your own trade log, your own configuration. No shared infrastructure. No pooled accounts. Fully isolated.
Every position, fill, and balance is visible in your own Alpaca account in real time, and performance summaries are delivered to you by email. You can halt trading or close positions at any moment directly in Alpaca — it is your account and your keys, so control never leaves your hands. Every account runs the same tested configuration — changes are validated across the entire book before they reach anyone, never tuned per client.
No. You retain full custody of your capital at all times inside your own Alpaca account. We license software. We have no access to your funds, no discretionary authority, and no ability to withdraw or move capital.
Not yet. Every figure published for the system was produced by a live-market paper account funded at $100,000 on 17 February 2026 — real market data, real prices, broker-simulated fills. No client capital has been deployed to date. The risk architecture comes from the founder’s own years of discretionary trading, not from a backtest; the software exists so that results no longer depend on the operator.
Obsidian Quant is licensed as software for a flat monthly fee. There are no performance fees, no profit sharing, and no pooled capital arrangement. Trading gains and losses never change the fee — it is a licence fee for software, not a fee on assets.
$25,000 is the technical floor — a fidelity requirement, not a regulatory one. The system holds a diversified book and buys whole shares, so below that level the account quietly trades a cheaper subset of the strategy instead of the strategy. It also requires a margin account. In practice we begin conversations at $250,000 of deployable capital, below which a fixed monthly fee becomes a meaningful annual drag before the system has done anything.
By design. Losses are capped by a fixed stop; gains are deliberately left uncapped. The average winner is several times the average loser. Expect stretches of consecutive losing trades — that is the shape of this return profile, not a malfunction.
Less than most people expect, and that is the point. Returns depend on positions that cannot absorb unlimited size, and because every licensee trades the same signals at the same moment, capacity is shared across all of them rather than allotted per account. It is finite, we know what it is, and it is allocated accordingly.
Overnight gaps, which no stop can protect against. A broad, sudden decline, since the book is long-only and modestly levered. Execution costs rising materially above what we have measured. Or a market with too little dispersion to work with. The record is also under a year and spans a generally rising market.
Obsidian Quant is developed by Barenberg Capital and led day to day by its founding principal — but it does not depend on him. Two additional principals are designated to step in, covering client relationships and technical operations between them. Protective orders rest at the broker, not in our software, so open positions stay covered even if our infrastructure fails; and because you hold custody in your own account, you can never be locked in.
Obsidian Quant is licensed as software for a flat monthly fee — a licence fee for software, not a fee on assets. No performance fee, no profit share, and we never take custody. Terms and availability are provided to qualified parties on request.
Questions are answered by the person who wrote the code. No sales team and no intermediaries — intro calls are taken by the founder directly.
Technology License Disclosure. Obsidian Quant, developed by Barenberg Capital, licenses proprietary algorithmic trading software. We do not manage client assets, provide investment advice, or operate as a registered investment advisor (RIA). Clients retain full custody of their capital at all times within their own brokerage accounts. All trading activity is executed by the client’s own account using automated software. All performance shown on this page and at quant.barenbergcapital.com reflects paper trading activity on simulated infrastructure in a live-market paper account funded at $100,000 on 17 February 2026; no client capital has been deployed to date. Returns are presented on a cumulative basis over the stated period and are not annualized. Past performance of the system is not indicative of future results. Trading involves substantial risk of loss. Licensing this technology does not guarantee profitability. Full incident disclosures, including both maximum-drawdown figures, are set out at quant.barenbergcapital.com/performance.
Founder of Barenberg Capital Partners and creator of DEALITHIC — the AI-powered Transaction Intelligence engine used by PE and growth equity deal teams. He leads the firm’s deal advisory engagements. Separately, he manages Obsidian Quant, its AI-powered quant trading technology. His background spans both disciplines — quantitative systems design and institutional deal analysis.
A physician-investor, serial entrepreneur, and fund manager with experience spanning private equity and capital markets. Best-selling author of Make It, Keep It, Forbes contributor, and a former holder of Series 22 & 63 securities licenses. Involved in 80+ investment projects valued over $700M.
An investment banker of more than three decades, raising capital and building business development for start-ups and emerging growth companies across networks built on Wall Street, in Zurich and in Israel. He has practised at Galileo Capital Advisors SA since 2004 and is a co-founder of DEALITHIC. A former holder of Series 7, 63 & 24 securities licenses.
We work with a select group of families, principals, and institutions. Capacity is intentionally constrained — to preserve returns and to ensure every relationship receives the attention it deserves.
Our growth is tied to your performance. We do not profit from complexity or activity — we profit from results. That alignment shapes every decision we make.
The edge belongs to those who combine mathematics with discipline. We build tools and strategies that institutionalize that edge — repeatable, scalable, and built to last.
Whether you’re exploring our technology, looking for advisory support, or just want to learn more — reach out and we’ll respond within one business day.