About Alan
Strategic Partner for Institutional Capital
Alan Rios is a capital markets advisor who partners with founders, executives, and emerging platforms to engage institutional capital with confidence. He builds the narrative, strengthen infrastructure, and credibility investors demand — securing lasting relationships with banks, family offices, credit funds, and UHNW investors.
Experience & Approach
Advising From Both Sides of the Capital Markets Table
With a foundation built at Citigroup’s Global Family Office Group and deep experience in specialty finance and private credit, Alan brings a practitioner’s perspective to every engagement. He understands both sides of the capital markets table, enabling him to guide clients with insight and precision.
Alan advises on capital strategy, investor communications, and institutional readiness, while also working directly on capital formation. His cross‑border ties in Mexico strengthen his ability to connect platforms with U.S. and international investors, ensuring credibility and long‑term success.
years of Experience
Sided Expertise
%
Institutional Focus
Capital Strategy Expertise
Capital markets advisory focused on structuring optimal capital stacks and sequencing institutional investor outreach effectively.
Investor Positioning
Investor positioning services developing compelling narratives and materials aligned with institutional investor expectations and credibility standards.
Cross-Border Advisory
Cross-border capital advisory connecting U.S. and Mexico investors with platforms seeking institutional capital expansion opportunities.
English 
Spanish