We sit beside your counsel

We respect existing investment committees and governance structures. Our role is to source, screen, and facilitate—never to override your internal processes.

Think of us as extended deal-flow infrastructure. We bring opportunities to your IC, provide documentation and diligence materials, and answer questions. The decision remains entirely yours.

Many family offices use us to supplement their internal teams, not replace them.

We coordinate on entity structuring (LLCs, trusts, fund vehicles) and facilitate offering document review. We never provide legal advice—that's your counsel's domain.

Many of our placements involve attorney review before closing. We share all documentation with your legal team, answer their questions, and connect them with issuer counsel as needed.

Your attorney has veto power. Always. If they're not comfortable, we're not comfortable.

Tax planning is always in scope. We work with your CPA on entity selection, K-1 considerations, PFIC implications, and complex reporting requirements.

Before commitment, we coordinate on tax impact modeling. After closing, we facilitate ongoing reporting coordination between fund administrators and your CPA.

We're not CPAs. We connect you with tax counsel when structures get complex.

We coordinate on custody arrangements, wire transfers, and securities-backed lending when appropriate. We don't touch money—all funds flow through your bank.

For illiquid placements, we work with your private bank on capital call planning, liquidity buffers, and credit facility structuring if needed.

Your bank relationship managers appreciate our documentation discipline and clear fund administration contacts.