Investor Benefits & Services
Benefits & Services For Accredited Investors
We provide turn-key management of our investor clients'
financial affairs, with an emphasis on direct private
equity investments. We manage original deal flow (sources
of new investment opportunities), analysis and due diligence,
deal structure and execution, and ongoing representation
and advocacy for investors as their exclusive "buy-side"
representative on boards of companies in which we invest.
- Unique buy-side representation,
making it possible for investors to focus more of
their time and energy on business issues or personal
- No long term commitment of funds.
We structure investments on a deal-by-deal basis,
only when we find a good deal.
- Investor clients have more input
into investment decisions than they would as limited
partners in traditional "blind pool" venture
capital funds or other alternative investment vehicles.
If they don't like a particular industry, then we
won't invest in that industry, for example.
- Investor clients have the opportunity
to terminate our working relationship at any time
without forfeiting existing capital invested. We won't
bind up our clients with lengthy contractual commitments
- we give them the freedom to reevaluate us constantly
and to make a change if we are not providing them
with the support and devotion that they want.
Obviously, it is our goal to maintain
great relationships with investor clients and perform
for them. We are confident that we can reduce your stress
and preoccupation with existing direct private equity
investments you may already have as we grow your financial
and philanthropic legacy with new direct private equity