Financial Clarity Built on Experience
We started aveloriptex because we saw too many investors struggling with reports that buried the important details. Numbers without context. Metrics without meaning.
Since 2018, we've worked with portfolio managers, institutional investors, and advisors who need reporting that actually helps them make decisions—not just satisfy compliance requirements.
Our team spent years in various corners of the financial industry before coming together. That background shapes how we approach every report, every analysis.
How We Got Here
Our path wasn't linear. We adapted, learned from mistakes, and kept refining our approach based on what investors actually needed.
The Beginning
Started with three people and a simple idea—financial reports should communicate, not confuse. We focused exclusively on small fund managers who were underserved by larger reporting firms.
Expansion Phase
Added institutional clients after developing our proprietary analysis framework. This required rebuilding our systems from scratch—painful but necessary. We learned that scalability matters less than accuracy.
Current Focus
Now serving diverse investor profiles across Australian markets. Our team has grown to twelve analysts and we're looking to expand our capabilities in ESG integration and alternative asset reporting throughout 2025.
Who's Behind the Reports
We're a mix of former fund managers, equity analysts, and financial advisors who got tired of creating reports nobody wanted to read. Everyone here has worked directly with investors, which shapes our perspective on what matters.
Our team members have backgrounds at boutique fund managers, larger institutions, and advisory firms—bringing different viewpoints to each project.
Callum Thorsen
Director of Financial Analysis
Previously spent eight years at a mid-sized investment firm before co-founding aveloriptex. Callum brings practical experience in equity analysis and understands the difference between data and insight.
Evander Quillan
Senior Investment Analyst
Joined aveloriptex in 2020 after working in portfolio analytics. Evander specializes in translating complex market movements into comprehensible narrative—a rare skill in this field.
Our Approach to Analysis
We don't believe in one-size-fits-all reporting. Every investor has different priorities, different timelines, and different risk tolerances. So we build reports around those realities.
Our process starts with understanding what decisions you're trying to make. Then we figure out which metrics actually matter for those decisions. Sounds obvious, but it's surprisingly uncommon in this industry.
What Sets Us Apart
Honestly? We care more about being useful than being comprehensive. Some reports try to include everything—we focus on including what matters.
- Context before numbers—we explain why metrics moved, not just that they did
- Direct communication with analysts who actually create your reports
- Willingness to adjust our approach when your needs change
- No proprietary black-box algorithms—we can explain our methodology clearly
Principles That Guide Our Work
These aren't aspirational statements we put on a wall—they're how we actually operate when making decisions about client work and internal processes.
Accuracy Over Speed
We've turned down rush jobs when we couldn't verify data properly. Better to deliver late than deliver wrong. Financial decisions based on incorrect information can be costly—we take that responsibility seriously.
Plain Language Commitment
If we can't explain something in straightforward terms, we probably don't understand it well enough. Financial jargon has its place, but clarity always comes first in our communications.
Transparency in Methodology
We show our work. When we make assumptions in analysis, we state them clearly. When data has limitations, we acknowledge those limitations. No hiding behind complexity or proprietary methods.
Partnership Mindset
We see ourselves as part of your decision-making process, not just a service provider. That means asking questions, offering perspective, and sometimes challenging assumptions when something doesn't add up.
Let's Discuss Your Reporting Needs
Whether you're looking to improve existing reports or starting from scratch, we'd like to understand your specific situation. No pressure—just a conversation about what you need and whether we're the right fit.