Skip to main content

Client success stories

Empowering leaders and innovators

Testimonials

What some recent clients say about their experience with Carbel Investments

Carmit brought rare insight into the structuring of our ESOP. Her capital markets background made the difference

Deep knowledge, real execution
NeuroPhase AI

Dor opened a room full of decision-makers within a week. Her access and trust network is simply priceless

Nir Levin
BenuTech

Carmit built an algo test structure for me that actually works. No hype — just logic, structure, and strategy

Liad Maimon

Carmit’s insight was the turning point in our capital strategy. She gave us clarity, structure, and confidence exactly when we needed it most

Adi Golan
PivotalPay (Fintech)

Carbel Investments helped us rethink our growth plan and structure our Series B with sharper positioning and investor focus

Yael Sharoni
NovaSense Medical

Carbel’s advisory on derivatives and macro strategy elevated our trading performance and reduced blind spots in our approach

Omri Hadar

We used Carbel to audit our portfolio structure. Carmit’s clarity and cross-asset fluency were outstanding

Lior Maimon

Dor doesn’t just know the right people — she knows when and how to connect them. That’s what moves deals

Noa Ziv
Revu Energy

Carmit helped restructure my entire portfolio strategy — including crypto. Her method is grounded, sharp, and completely aligned with long-term goals

Shai Bar-On
Private Client

I had years of trading experience, but Carmit brought structure and discipline to my algo approach. The test framework she built is now my foundation

Oren Kesten
Independent / Test Client

We were dealing with multi-currency contracts and volatile cash flow timing. Carmit helped us map exposures, build a hedging strategy, and reduce our FX sensitivity by over 70%

Gili Amar
Horizon Group

Carmit reviewed our full cash flow model, spotted timing gaps, and structured a hedge approach that protected us during a major currency swing. That work paid for itself within a quarter

Jonathan Peretz

Our company was scaling across borders and dealing with a lot of payment timing risk. Carmit came in, redesigned the way we think about cash cycles, and gave us structure that still holds

Maya Katz

Carmit led the structuring of our derivative-based hedge strategy, giving us full control over our interest and currency exposure. Her experience in financial engineering directly improved our clients’ cost of capital and financial resilience

Nir Cohen
YOCA Financial Engineering Team

Carmit led the structuring of our derivative-based hedge strategy, giving us full control over our interest and currency exposure. Her experience in financial engineering directly improved our clients’ cost of capital and financial resilience

YOCA Financial Engineering Team

Get in touch

Start your journey to success today.