Discuss
Call us to discuss your mandate and decision process.
For family offices & capital partners
Your mandate.
Our starting point.
Direct investors need opportunities that fit their strategy and decision process. Define what you will consider, where you invest and the capital structures that work for you.
How we work with you
Your criteria guide the review
Define
Submit asset preferences, geography, check size and exclusions.
Review
Add supporting information; we review mandate fit.
Introduction
Consider prepared projects and choose whether to connect.
More context.
Less wasted time.
Off-mandate opportunities consume time. Tell us your target assets, geography, check size, structures, risk limits and exclusions, plus who makes decisions. We use those criteria to explain potential fit before you choose whether to connect.
Define the fit
Asset types, strategies, geography, check size, investment structures and exclusions.
Control the conversation
Review a limited summary before agreeing to a contact exchange. You can pass on any introduction.
Keep your judgment
Screening is an initial review. Your team retains its own investment decisions and diligence process.
One family office. Two possible roles.
Share a mandate when you are deploying capital directly. Submit a project when you are seeking a capital partner for an asset, business or project you sponsor. You can use both paths. We will follow up to request supporting documents after your submission.