Each deal is reviewed by the Origination team to assess whether it is a fit, based on our client’s needs and preferences.
Our member network acts as a sponsor and leads the investment round, directly aligning their interest and success with other members who invest alongside them on a deal by deal basis.
Systematic Due Diligence
Each investment opportunity is thoroughly reviewed with deep investment and operational/legal due diligence conducted. Detailed memos are presented to the Investment Committee for discussion, review and approval.
Approved deals are listed on our portal, where investors can access company/fund teaser, presentation, cap table and all the relevant legal documents, among other items. Dedicated Relationship Manager is working with each family as a sparring partner.