For many family offices and private funds, thoughtful investing in private companies, from seed or angel through late-stage and established operations, provides both a balance to the overall investment strategy as well as fulfillment of a desire to support the growth of good companies – and participate in the upside of long term growth. Through our experience working with growth companies, we are able to guide our clients to exciting investment opportunities that align with their investment objectives and thesis.

Direct Investing Services

  • Refining the Investment Thesis
  • Establishing a process to source and review investment opportunities
  • Sourcing attractive investment opportunities
  • Management the deal process for investment or acquisition