Leading strategy implementation partner working with over 40 alternative investment funds.

 

Asset Classes

Solution Components

Fund Raising

  • Investor research and profiling
  • Marketing materials and pitch presentations

Pre-deal Support

  • Evaluating investment themes and sectors
  • Deal sourcing
  • Operational and financial due diligence
  • Due-diligence memorandums
  • Company Valuation

Portfolio Monitoring

  • Ongoing surveillance and engagement
  • Portfolio company valuation

Portfolio Value Creation

  • Active engagement with portfolio companies
  • Implementing strategic growth initiatives
  • Implementing controls and risk management
  • Business optimization decisions

Portfolio Operations

  • FP&A
  • Fund Accounting
  • Reporting - Investor, Regulatory, Management
  • Investor Relations

Corporate Finance

  • Independent Valuations Marks
  • Financial Reporting
  • Financial Risk management & reporting
  • Expense Management
  • Vendor management & monitoring
  • Tax Planning & Compliance

Marketing & Distribution

  • RFP/RFI/DDQ
  • Marketing Material Production
  • Digital Marketing & Web Analytics
  • Consultant Relations & Database Updates
  • Thought Leadership

Data Solutions

  • Data Management & Governance
  • Data Architecture & Integration
  • Data Analytics & Reporting
  • Gen AI Enabled Services

ESG Integration

  • ESG Assessment Frameworks & Scorecards
  • ESG Due Diligence
  • Thematic Research
  • ESG Engagement Support
  • ESG Data Management