consulting services

As an allocator, we collaboratively work with you to: 

• Guide product strategy
• Enhance investor due diligence outreach 
• Integrate ESG best practices
• Develop fund structures for optimal investor alignment
• Enhance business growth

From a large institutional investor perspective, we supplement existing investor resources to:

• Benchmark against broad peer universe of investors
• Review portfolio construction and deal pipelines 
• Build innovative investment structures
• Institutionalize governance, investment, and operational practices

As a seasoned board-facing executive, we work with fiduciaries to:  

• Assess governance and benchmark against best practices
• Develop policies and procedures for fiduciaries
• Review and design risk management and oversight practices