Kalorama Advisory Group
Formed in 2026, Kalorama Advisory Group (or KALO) provides strategic advice to financial sponsors and their portfolio companies. In addition, KALO may invest alongside financial sponsors or otherwise make direct investments in certain privately held entities. Although KALO concentrates on the deep tech sector, it may pursue selective opportunities in other categories, such as productivity applications.
Founded 2026
An independent advisory firm built for a market where technical depth decides the outcome.
Deep tech
Concentrated in Physical AI, with selective work in adjacent categories such as productivity applications.
Advise & invest
Strategic advisory, co-investment alongside sponsors, and direct investment in select private companies.
What we do
Every engagement starts from the same question: what has to be true for this business to lead its category? The answer determines whether we are best placed to advise, to co-invest, or to back a company directly.
01
Work with financial sponsors and their portfolio companies on strategy that changes trajectory — defining and entering new market categories, sharpening competitive differentiation, and rebuilding financial and operating models to support scale. Diligence support before an investment; value creation after it.
02
Where the thesis is one we know well, KALO may invest alongside financial sponsors. Sponsors get a partner whose capital sits in the same position as their own, and whose contribution continues well past closing.
03
KALO makes direct investments in certain privately held companies, concentrated in deep tech and selectively in adjacent categories. We favour businesses where a real technical advantage has yet to be matched by a commercial model that can carry it.
Where we focus
Intelligence is moving off the screen and into machines that perceive, decide, and act in the physical world. We concentrate on the capabilities that cut across every vertical this shift touches — the layers that make autonomy reliable enough to deploy.
In simulation
In the world
Vertical spotlight
Transportation
Defense & security
Energy & infrastructure
Logistics & warehousing
Team
Founder
KALO was founded by Joe Bergera, who has served successfully as chief executive officer, board director, and strategic advisor, scaling multiple companies in business application software, deep technology, and technology-enabled services.
Over a career spanning those categories, Joe has created significant shareholder value by defining and implementing innovative strategies to create new market categories, improve competitive differentiation, and enhance financial and operational models — including the development and commercialization of AI-powered platforms and industry-leading technology ecosystems with differentiated network effects.
1% Better Today
Kalorama Advisory Group is the developer and publisher of the 1% Better Today app — a tool for breaking a large ambition into the one to three small steps you can finish today.