How We Work

Investment Process

Each deal is reviewed by the Origination team to assess whether it is a fit, based on our client’s needs and preferences.

Unique Sourcing

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.

Virtual Dataroom

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.