Institutional Clarity for Private Markets

Independent assessment of track record, team stability, and alignment. We evaluate your fund managers rigorously,  cutting through marketing narratives to surface what actually drives returns and risks. Fee benchmarking, peer comparison, and investment process review included.

Rigorous evaluation of investment opportunities, prospective managers and funds. We conduct comprehensive assessment of new investment opportunities from mandate clarity to risk assessment and stress-testing. Terms negotiation support and operational review included.

Ongoing coordination across your entire investment ecosystem. We ensure fund managers, custodians, legal advisors, and service providers remain aligned with your strategic objectives. Board-level advisory and governance support included.

Corporate governance and sustainability alignment across holdings. We assess ESG metrics, governance structures, and impact alignment within your portfolio. Regulatory compliance support (SFDR Article 9) and voting oversight included.

Structured evaluation frameworks for testing new strategies. We provide phased deployment, performance monitoring, and go/no-go decision support. Ideal for exploring new asset classes or managers with defined parameters.

Forward-looking counsel on portfolio construction and capital deployment. We provide allocation strategy advice, rebalancing recommendations, and market opportunity assessment. Grounded in analysis and aligned with your objectives.