Code of Discretion
What we expect from members. What you can expect from us.
1. Confidentiality
Details of placements, issuer names, and terms are confidential. Members agree not to discuss specifics outside of their advisory team and Crescendo coordination. We share information under NDA. We expect the same restraint in return. Discretion is not optional—it's foundational. If you need to brag about deals on social media, we're not a fit.
2. No Public Marketing
We do not advertise. We do not seek press. We do not sponsor conferences or host flashy events. Our reputation is built through results delivered quietly to a small group. We don't need attention. If an opportunity requires heavy marketing to generate interest, we pass. Quality speaks for itself. Members are selected, not sold.
3. Restraint
Not every opportunity is for every member. We say no often—to deals, to sponsors, and sometimes to members when fit isn't right. We expect members to do the same. If an opportunity doesn't align with your thesis, liquidity, or risk tolerance, pass without pressure. There is no FOMO here. Better to miss a deal than force one that doesn't fit.
4. Alignment
We eat our own cooking. Principals participate in placements when permissible and appropriate. We have no incentive to push unsuitable deals—our success is measured in decade-long relationships, not transaction volume. We're not brokers collecting fees. We're curators with skin in the game. When we bring something to you, we've done the work.
5. Long-Term Orientation
We optimize for decade-long relationships, not transactional volume. Members who seek quick flips, constant deal flow, or short-term speculation will find better partners elsewhere. Our placements are illiquid, our structures are long-term, and our thinking is generational. Patience is required. If your horizon is measured in quarters, not years, this isn't the right fit.
6. Coordination with Counsel
We expect you to have counsel. We expect you to have a CPA. We will work with them, not around them. If you don't have trusted advisors, we can introduce you to appropriate professionals. But we will never advise you to bypass your team, ignore their recommendations, or hide information from them. Coordination is standard, not optional. Your advisors have veto power—always.
What You Can Expect From Us
Honesty about limitations
We'll tell you when we don't know something. We'll connect you with specialists when issues exceed our expertise. We won't fake knowledge to close a deal.
Documentation transparency
Everything you need to make a decision will be shared—offering memos, legal agreements, financial statements, references. No hidden documents. No pressure to commit before you've seen everything.
No pressure tactics
We don't manufacture urgency. If capacity is genuinely limited, we'll say so clearly. But we won't create false scarcity or push you into rushed decisions.
Access to principals
You won't be relegated to junior staff. Complex questions get answered by people who understand the placements deeply. We're small by design.
Coordination with your team
We'll make ourselves available to your attorneys and CPAs. We'll answer their questions. We'll share materials. We'll respect their timeline. Your advisors are partners in this process, not obstacles.
Ongoing communication
After you're in a placement, we stay involved. Quarterly updates, annual meetings, material event notifications. We don't disappear after the wire clears.
If this resonates, check your eligibility
Members who align with this code tend to be the best long-term fits.
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