What Efino does

Efino is a global training, advisory, and operating firm founded in 2019 and headquartered in Zürich, Switzerland, that focuses on elevating early-stage startup financing ecosystems. The company serves three primary customer segments: investors (business angels, family offices, corporates) seeking to build and manage startup portfolios, entrepreneurs preparing for pre-seed through Series A fundraising rounds, and ecosystem stakeholders (angel networks, fund managers, development agencies, public-private partnerships) that need capacity-building support. Its core product, efino.ai, is a digital fundraising companion launched in 2024 that bundles nine AI-powered tools — including a Fundraising Readiness Assessment, Pitch Deck Builder, Valuation Estimator, Data Room Checklist, Investor Targeting Tool, Fundraising CRM, and Founder Dashboard — to help founders prepare and execute capital raises, with AI capabilities sourced through a partnership with San Francisco-based cosmic.ventures.

The company monetizes through four streams: subscription-based self-paced online courses delivered on the Thinkific platform (3, 6, and 9-module Business Angel programs); 1:1 coaching services priced at $200/hour in a 10-hour package or $250/hour on-demand; managed ecosystem-building programs tailored for angel networks, fund managers, and development agencies; and freemium access to efino.ai with paid coaching and advisory add-ons. Distribution is hybrid: self-serve digital channels (efino.ai, Thinkific, YouTube, LinkedIn) at the top of the funnel, paired with direct enterprise sales and development agency partnerships for ecosystem programs. Efino claims reach across 500+ investors, 350+ entrepreneurs, 30+ angel networks, and 15+ ecosystems spanning five continents, with notable engagements including COFIDE's $20M Fund of Funds program in Peru, the Digital Serbia Initiative, and Dakar Network Angels. The core team comprises 7 individuals plus a 50+ associate pool distributed across 20+ countries.

Name

Efino

Legal name

Efino

Website

https://efino.co

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Efino is a Zürich-based global training, advisory, and operating firm founded in 2019 that helps investors, entrepreneurs, and startup ecosystem stakeholders build early-stage financing capacity through AI-enabled tools, coaching, and structured programs across five continents.

Ownership category

akta.pro rank

Product category

Startup Financing Education & Advisory

NAICS

Professional and Management Development Training (611430), Professional and Management Development Training (61143), Software Publishers (5132)

SIC

Services-Prepackaged Software (7372), Investment Advice (6282)

akta.pro primary industry

Financial Data, Analytics & FinTech Tools (BI, ERP, Automation) (EDABAJAM)

akta.pro secondary industries

Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH), Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Startup financing training
• Angel investor education
• Fundraising coaching
• Ecosystem building services
• Entrepreneur advisory services

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Training Programs: Self-paced online courses on Thinkific platform covering business angel investing, due diligence, valuation, deal terms. Modules range from 3 to 9 recorded videos with quizzes. Also offers live webinars for groups (minimum 10 participants).
2. Coaching and Advisory Services: 1:1 coaching sessions with fundraising experts for entrepreneurs and investors. 10-hour package at $2,000 ($200/hour) or on-demand at $250/hour. Includes strategy, storytelling, negotiation support.
3. Ecosystem Building Programs: Tailored programs for angel networks, fund managers, and ecosystem stakeholders including diagnostic analysis, training sessions, mentoring, and interim management support.
4. efino.ai Platform Access: AI-powered digital tools for fundraising including assessment, pitch deck builder, valuation estimator, data room checklist, investor targeting, and CRM.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

Efino sells training programs, advisory/coaching services, and an AI-powered digital fundraising platform (efino.ai) to startup investors, entrepreneurs, and ecosystem stakeholders. Core deliverables include self-paced online courses on business angel investing, 1:1 expert coaching sessions, structured ecosystem-building programs for angel networks and fund managers, and the efino.ai SaaS platform featuring tools for fundraising readiness assessment, pitch deck building, valuation estimation, investor targeting, and CRM.

Product overview

Efino is a global training, advisory, and operating firm that combines world-class expertise with AI to elevate startup financing ecosystems. The core offering includes efino.ai, a digital fundraising companion featuring nine integrated tools (Fundraising Readiness Assessment, Pitch Deck Builder, Valuation Estimator, Data Room Checklist, Investor Targeting Tool, Fundraising CRM, Founder Dashboard, and Knowledge Base & Masterclasses) designed to help entrepreneurs prepare for and execute fundraising from Pre-Seed to Series A. Complementing the digital platform are educational programs including self-paced online courses (Becoming a Business Angel, Business Angel) and five structured ecosystem-building programs (Awareness to Success, Pre-seed to Exit, Design to Sustainability, Design to Performance, Seeding to Flourishing). The company also offers 1:1 coaching sessions and uses a Learning by Doing pedagogical methodology.

Differentiator

Problem solved

Functional benefit

Products and services

• efino.ai Digital Fundraising Companion AI-powered digital platform offering an integrated suite of tools for startup founders including fundraising readiness assessment, pitch deck builder, valuation estimator, data room checklist, investor targeting, fundraising CRM, founder dashboard, and knowledge base with masterclasses.
• 1:1 Coaching Sessions Hands-on coaching with Efino fundraising experts covering strategy, storytelling, term sheet negotiation, and investor preparation. Offered as a 10-hour package at $2,000 ($200/hour) or on-demand at $250/hour.
• Becoming a Business Angel (Self-Learning Course) Self-learning online course on the Thinkific platform introducing business angel investing, covering due diligence, company valuation, and deal terms with 3-4 videos per module.
• Business Angel (9-Module Comprehensive Course) Comprehensive 9-module self-learning course on the Thinkific platform covering investment strategy, due diligence, valuation, deal terms, portfolio management, follow-on rounds, exiting, impact investing, business model, and financials.
• Awareness to Success: Business Angel Journey Program helping novice and advanced angel investors build diversified portfolios by developing investment strategies, selecting deals, negotiating terms, and managing investments.
• Pre-seed to Exit: Entrepreneur Fundraising Readiness Program helping founders understand financing options, build financing strategies working backwards from exit, and prepare for fundraising rounds from pre-seed to Series A.
• Design to Sustainability: Business Angel Network Development Program empowering angel network managers with diagnostic analysis, training, mentoring, and interim management support to create sustainable angel networks.
• Design to Performance: Early Stage Fund Managers

Quantifiable outcome

• Up to 2x higher fundraising success rates for startups using efino services
• +3 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature5 records

Partnerships

Five partnerships are on record, tiered core and major.

• cosmic.venturescoreTechnology or IntegrationPartnership with San Francisco-based AI company cosmic.ventures to combine AI with efino's world-class expertise. The goal is to bring early-stage startup financing and investing to a new level of effectiveness, efficiency, and speed while enhancing client learning through AI as a powerful complement to human interaction.
• Swiss Entrepreneurship ProgramcoreStrategic or Co-development PartnerOngoing partnership for ecosystem building programs in Western Balkans. Swiss EP partners with efino to deploy training and capacity-building programs for angel networks and early-stage investors.
• COFIDE (Peruvian Development Bank)majorStrategic or Co-development PartnerCOFIDE and Swiss EP teamed up with EFINO to deploy a training program for a $20M Fund of Fund to unlock VC expertise for potential local investors in Peru. Program helped 19 potential VC investors get foundations of investing.
• Digital Serbia Initiative (DSI)majorStrategic or Co-development PartnerPartnership to activate DSI business angel network and facilitate first investments. efino provided training and process optimization that transformed investor and startup event experiences.
• DNA (Dakar Network Angels)majorStrategic or Co-development Partnerefino coached founding team, provided guidance on network management, recruited key hires, and re-engineered processes contributing to sustainable growth foundations for the DNA angel network.

Scale indicators12 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Gust: Platform connecting startups with angel investors and supporting angel-group workflows, overlapping efino's investor and angel-network focus.

Broad incumbents

• Carta: Broad cap-table, valuation, and fundraising infrastructure provider whose valuation and investor tools overlap efino.ai as part of a wider portfolio.

Direct peers

• Visible.vc: Offers fundraising pipeline/CRM and investor-update tooling for startups, comparable to efino.ai's fundraising CRM and founder dashboard.
• OpenVC: Helps founders find and reach relevant investors and improve pitch materials, mirroring efino's investor targeting and fundraising-readiness tooling.
• Foundersuite: Provides fundraising CRM and investor-targeting tools for founders raising capital, directly overlapping efino.ai's CRM and investor targeting features.

Others

• Antler: Global early-stage investor and founder-development program supporting founders and ecosystems, adjacent to efino's founder coaching and ecosystem building.
• DocSend: Pitch deck sharing and data-room analytics used during fundraising, adjacent to efino's pitch deck builder and data room checklist tools.
• Techstars: Accelerator that mentors founders on fundraising and connects investors, overlapping efino's founder mentoring and ecosystem-development activities.
• Y Combinator (Startup School): Free online startup and fundraising education for founders, thematically comparable to efino's founder-education and fundraising-readiness content.

Regional players

• EBAN (European Business Angels Network): European body providing angel-investor training and network development, overlapping efino's angel-investor education and ecosystem-building in Europe.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/efino

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Efino