How we decide
Mandates, diligence, and coordination. No spray-and-pray.
Our Mandates
Growth Equity
Late-stage, revenue-generating companies with clear path to profitability. We look for durable business models, not lottery tickets. Management matters. Unit economics matter more.
Specialty Credit
Asset-backed lending with covenant protection and priority cashflow. We avoid unsecured credit and rely on downside protection through structure, not just promises. Documentation leads.
Real Assets
Cash-flowing businesses, real estate with actual tenants, infrastructure with contracted revenue. We favor boring over exciting. Tangible over conceptual. Proven over projected.
Planning Structures
Elite wealth vehicles and tax-efficient structures used by family offices. Always coordinated with your counsel and CPA. We facilitate, we don't advise. Compliance first, optimization second.
How We Decide
Thesis Notes
We document what we're looking for in each mandate. Clear investment thesis. Specific criteria. No moving goalposts after we see a deal.
Governance Checks
Board composition, voting rights, shareholder agreements. We read the fine print. We ask about liquidity restrictions, drag-along clauses, and board seats.
Downside Mapping
What can go wrong? What does restructuring look like? Who gets paid first? We optimize for survival, not just upside. Risk management over return maximization.
What We Will Not Do
No spray-and-pray deal flow
We curate 4-6 opportunities per year, not 40. Quality over volume. If something doesn't fit our thesis, we say no.
No retailized private equity funds
If it's heavily marketed, broadly distributed, or comes with flashy pitch decks, we're not interested. Good deals don't need marketing.
No hype-cycle investments
We avoid whatever's hot on Twitter. No narratives without fundamentals. No "disruption" without revenue. No buzzwords without business models.
No placements without proper documentation
If the legal structure isn't clean, we walk. If the offering memo raises questions, we dig deeper or pass. Documentation quality is a proxy for sponsor quality.
Coordination, Not Replacement
We sit beside your counsel and CPA. We don't replace your advisors—we work with them.
With Your Attorneys
- Entity structuring and LLC/trust setup
- Offering document review and Q&A
- Subscription agreement coordination
With Your CPAs
- Tax impact modeling pre-commitment
- K-1 and PFIC reporting coordination
- Entity selection for tax efficiency
With Your Bank/Trust Teams
- Custody and wire coordination
- Securities-backed lending if needed
- Liquidity and capital call planning
Documentation Flow
- All documents shared with your team
- We answer questions, never override
- Decision always stays with you and counsel
Ready to discuss your qualification?
Request a private briefing to explore current pipeline and coordination approach.