We help develop the right type of private investment strategy for your investment office, based on specific risk-return measures, as well as relative importance of factors such as money-on-money returns, societal impact, IRR, interim J-curve and desire for short-term versus long-term cash

• Developing an investment framework
• Portfolio and returns modelling
• Investment material creation (due diligence templates, financial model templates, etc.)
• Building teams to execute on the targeted strategy and return profile

For the given strategy, we help execute the investment approach, including by helping set up appropriate market maps, and helping set up appropriate sourcing channels in order to succeed in sourcing appropriate investments. We can do this both white labelled under your brand name, or under ours if you prefer to maintain more anonymity in the market

• Identifying and sourcing deal flow
• Due diligence on fund managers
• Investment memorandum creation for internal decision makers
• Investment decision-making support (outsourced private markets CIO services)
• Conference attendance
• Value-add execution
• Advisory board and board committee representation

We help LPs strengthen their brand around their investment thesis and value-add by preparing them for media interviews, conference participation, and panel discussions. This ensures visibility and credibility in front of key stakeholders

Finding co-investors and lead investors for transactions, in partnership with our FINRA-regulated sister organization Pilothouse Capital

Many owners of capital have started to think about the long-term societal impact of their investment allocations. We can help with developing capital allocation strategies that align with your vision and values

• Developing responsible investment frameworks
• GP ESG DDQs, approaches to impact and stewardship
• Exclusion policies
• ESG slide letter requirements

We coach LP teams on goal-setting, KPI development, career planning, investing, and team integration. We also prepare them for interactions with the media and conferences, with a strong focus on reinforcing the LP’s core values and culture

• Identifying new opportunities — funds and strategies coming to market
• Maintaining an active pipeline of relevant opportunities
• Reviewing GP marketing materials (initial screening)
• Introductory meeting with screening of fund managers

• Conducting comprehensive due diligence on the GP’s investment strategy, historical performance, and team capabilities to validate credibility, consistency, and alignment with investor objectives

• Advise fund managers on optimal fund size, structure, and target portfolio composition

• We help GPs take a data-driven approach to navigate their strategic inflection points. Some questions we have helped our clients answer are:
• We have become quite big for our market; how should we expand internationally without losing LPs over strategy drift?
• We are a European country-focused PE house who has recently been acquired by a US PE house; how should we articulate our strategic differentiation to LPs compared to local players in our home market?
• We have raised an early-stage VC fund; we are now looking to scale; how do we articulate our differentiation to LPs vs incumbent later-stage VCs?
• We began as an extended family office which relies a lot on our peer funds to introduce deals to us; how do we build a proprietary outbound sourcing channel to bring in institutional LPs into our next fund?
• Should we raise a growth fund to add to our current fund series?
• We are an established PE house, but our track record has been inconsistent; what commonalities can we decipher from our mistakes and how can we change the way to operate to be better investors? How do we communicate that to our LPs?

• We provide hands-on support in developing and creating a high-impact pitch that makes you stand out. Once you have your foot in the door, we help you get fully prepared for full DD - from track record analysis to your PPM and a host of other documents which institutional LPs expect to see in your dataroom
• A differentiated teaser and/or pitch deck which stands you out against competition
• ‘Mock pitch’ sessions and pitch coaching for the broader team
• DDQ document to provide consistent answers to the most common asked LP questions tailored to your fund
• Developing the data room and all associated materials (such as PPM)
• Fund modelling, returns, and attribution analysis and benchmarking
• Structure fund and staple offerings to attract LPs
• Customized marketing materials tailored to each LP's preferences for maximum success and conversion rates

• We manage your fundraising process end-to-end, allowing you to focus on what matters most: sourcing and closing great deals
• Developing and managing an overall fundraising timeline
• Answering LP DDQs and navigating difficult LP questions
• Assisting through the fundraise process by providing additional resources
• Heralding LPs through the process, including setting up pitch meetings, DD meetings, and making sure that fundraising timelines are adhered to by the LPs who are engaged

• We help design and create regular LP updates, annual meeting and quarterly meeting presentations. From design to content and articulation - including track record and operational updates both at GP, fund and portfolio company level
• We can also help you keep track of side letter and reporting commitments

• With growing LP focus on ESG and responsible investing, this has never been more important for GPs. We help develop best-in-class ESG policies and practices
• Responsible Investment Code of Conducts
• UNPRI alignment and support in becoming a signatory
• ESG policies and integration strategies (from DD to portfolio management and exit)
• Fund-level impact and ESG reporting
• Exclusion Policies

• We run third-party perception studies and create reference packs, both for fundraising purposes to reduce burden on your prospective LPs (especially those with limited in-house resources) as well as for introspection and to help you understand what your key stakeholders think of your relative strengths and weaknesses
• We are able to offer deep insights from your investee companies, existing LPs, operating partners, with quantitative results, benchmarked against your peers

• We coach team members for goal & KPI-setting, team integration, and fundraising, preparing them for interviews with LPs, the media, for conferences, etc., with key messages which can make or break your interviews, and/or fundraises