01 · Deals
Deal flow & screening
A structured pipe instead of a WhatsApp folder: sourcing discipline, first-pass screens and the pattern recognition of 25+ private positions.
What we carry
The office's three jobs,
held to an institutional bar.
02 · Deals
Diligence & execution
PE-grade technical and commercial diligence sized for direct deals, then terms, structuring support and close: the same rigor a fund would buy, without the fund.
03 · Portfolio
Oversight & value creation
Quarterly operating reviews of portfolio companies, intervention when a position drifts, and an operating partner in the seat when one of them needs it.
04 · Technology
Technology for the office
Consolidated reporting, data rooms, document intelligence and AI-assisted monitoring: the office's own stack, built by the bench that ships for clients.
05 · Network
Co-investment & syndication counsel
Independent judgment on the deals that arrive with social pressure attached. We read the room and the data room.
06 · Continuity
Governance & next generation
Investment policy, decision rights and the operating discipline that lets the office outlive its founding generation.
Why offices choose us
Run by principals,
for principals.
01
We eat our own cooking
The playbook we advise is the playbook running a family office inside this partnership today. Every recommendation has already been tested on our own capital.
02
No product to sell you
We are not distributing funds, structured notes or anyone's deal flow. The advice has no commission behind it, which is rarer than it should be.
03
Institutional rigor, family scale
Billion-dollar-fund diligence and operating discipline, sized to an office's pace and discretion. Quiet, thorough, accountable.