Support for investors and their investing operations
Resources to launch and operate high-yield investment companies
Three Decades of service to Venture Capital, Private Equity, Corporate VC, Central Banks, Development Banks, Sovereign Wealth, and UHNW Families on five continents.
Aided in $107 Billion in capital formation, 393 due diligence engagements,
27 pre- and post-transaction Operating Partner support roles,
34 new fund developments, and 7 carve-outs.
Support and services for investors:
Investment Thesis Formation
Investment Thesis Pitches
New PE/VC Fund Planning
Fund Raising Decks
Fund Raising Roadshows
Fund Operations Design & Preliminary Budgeting
Competitive Intelligence gathering in the PE/VC space
Formal Investment Policy (for funds ranging in size from $50M to +$5B)
GP Organization, Onboarding and development plans
Due Diligence market research
Due Diligence management evaluations
100-day plans for Portfolio Companies
Chief Operating Officer (secondment)
Operating Partners for Portfolio Co. Assignments (secondments)
Carve-out Management Services
VC/Start-up Coaching
VC/Start-up Mentoring
VC/Start-up Troubleshooting
Some of the places where our strategic investing experts have worked or advised:
Private Equity / Venture Capital
(Vector Capital, Lateral Investment, Level Equity)
Corporate Venture Capital
(Samsung, JP Morgan Chase, GE Ventures)
Central/Development Banks
(Malaysian CB, Russian CB, OPIC, IFC, World Bank)
Sovereign Wealth Funds
(Dubai Capital, Saudi PIF, Mubadala, Kuwait Investment Authority)
UHNW Family Offices / Investment Holdings
(House of Windsor (UK), House of Saud (Saudi), Sheik Suleiman Al Rajhi (Saudi), Sheik Nassar Al Kharafi (Kuwait), Hashemite Family (Jordan), Alireza Family (Saudi), Khashoggi Family (Saudi), M. Friedman (Russia), Hinduja Family (India))