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LeVon Terry

LeVon Terry

Founder & CEO

Biography

LeVon Terry is a strategic finance leader with more than 20 years of experience helping founders accelerate growth and build shareholder value. He founded Capfluent, a boutique advisory practice that partners with overlooked, growth-minded entrepreneurs to scale with clarity, access capital, and maximize equity outcomes. Through Capfluent's Grow practice, LeVon also serves founder-led companies as their fractional CFO.

Before launching Capfluent, LeVon served as Director of Finance and Portfolio Strategy at a private equity firm. He previously held roles in fintech, investment banking, and institutional asset management, including time at a Silicon Valley startup, a global investment bank, and a public markets investment firm. Across his career he has advised early-stage and growth-stage companies on capital formation, strategic finance, financial modeling, investor communications, and go-to-market operations. Today LeVon also serves as part-time CFO for several founder-led companies.

That path means LeVon spent most of his career on the investor side of the table. He knows how a lender or investor reads a set of numbers long before a founder walks into the room, and he brings that institutional rigor to founder-led companies the market tends to overlook. His approach pairs Wall Street rigor with founder empathy: real judgment from someone who sees the person, not just the spreadsheet.

LeVon holds a BSc in Economics from the University of Dayton and lives in Denver, Colorado. He serves as a 2026 Colorado Companies to Watch judge, has been featured in Cannabis Business Times and an Ellen Bruss Design Q&A, and spoke at the Minority Cannabis Business Association Equity Workshop Tour in Denver.

Track Record

Achievements & credentials

$100M+
Capital Raised Supported
LeVon's personal credential across 20+ years, not a Capfluent service offer
1,500+
Investor Pitches Led
pitches & presentations across his career
20+ yrs
Strategic Finance
early-stage through Series C
  • Founder & CEO of Capfluent, a boutique strategic finance and capital advisory practice
  • Former Director of Finance and Portfolio Strategy at a private equity firm
  • Prior roles across fintech, investment banking, and institutional asset management
  • 2026 Colorado Companies to Watch judge
  • BSc in Economics, University of Dayton

Expertise

Areas of expertise

  • Strategic financial management
  • Corporate finance
  • Capital formation
  • Capital structure
  • Financial modeling
  • Financial forecasting
  • Mergers and acquisitions
  • Investor relations
  • Venture capital
  • Venture debt
  • Small business financing
  • Private equity

In the Media

Featured & recognized

LeVon's perspective on capital and founder-led growth, in the press and on the panel.

Bring the decision to the table

Talk through the capital question you are weighing with LeVon on a strategy call.

Book a Strategy Call

Principal-led. Two decades of investor-side finance judgment.

Advisory only. Not an RIA or broker-dealer. Capital options are advised on, never executed, placed, or brokered.