Services

Investment Underwriting

Accompany clients through the entire investment life cycle - from initial target contact, preliminary diligence, management meetings, managing external advisors, final investment write up, and transaction signing and closing.

Portfolio Management

Establish key ongoing reporting processes, professionalisation of management contact with investor, and board of director meeting preparation. Service can also include management assessment, investor mindset coaching, and general management coaching.

Thought partner on exit positioning & planning, assist in preparing presentation materials, liaise with external parties & advisors through sale process, and help prepare portfolio company management for investor presentations and sale messaging mindset.

Assist in fundraising efforts, internal fund processes, and general investor consulting services on a personalised basis.