CapabilitiesAdvisory practice
Commit capital on evidence, not conviction.
Is the case strong enough to commit capital?
Capital decisions are arriving larger and faster, with less certainty behind them. We bring the benchmarks, valuation discipline and diligence that let leadership commit, defer or walk away with confidence.
Recent shocks, from the pandemic to the 2023 banking turmoil, exposed how fragile liquidity has become. Capital decisions now have to be stress-tested for liquidity, not just for returns. Our founder is a credited contributor to the Bretton Woods Committee brief on the subject.
Source: Bretton Woods Committee, Fragile Global Liquidity: Sources and Policy Implications, August 2024
Investment committees rarely reject a case for its headline number. They reject it for an untested assumption. We build cases that show their assumptions, and survive them.
Four capabilities, each defined by what the client receives.
Independent valuation across asset classes, with feasibility tested against the scenarios that matter.
Commercial, operational and governance diligence on a target or portfolio company, ending in a clear view of what growth requires.
Decision systems built on proven investment disciplines, so every call is consistent, explainable and repeatable.
An operating model and platform for advisory and direct-investment businesses, from mandate to monitoring.
A defensible decision on where capital goes, and the evidence to stand behind it.
Usually a focused diagnostic that ends in a case ready for the investment committee, extended where needed into a platform we build, operate and transfer.
Selected work behind this practice.
What we didInvestor-framework valuation for eight asset classes
The impactValuations that withstand investor scrutiny
What we didDiligence and growth assessment of a decentralized-identity company, with a phased advisory proposal
The impactBoth sides agreed the traction milestones that open the next phase
What we didA command centre with governed documents and tracking, for adviser and direct-investor models
The impactAn advisory business runs deal flow, documents and decisions in one place
What we didTen analytical frameworks joined by one decision engine
The impactInvestors reach decisions through a consistent, explainable method
Published perspectives on the questions behind this practice.
Reimagining Responsible Investment GRC as a competitive capability, not a compliance cost.
Governance, risk and compliance for global trade: product authenticity, data, climate, regulatory and cyber risk designed into operations.
Tell us where you stand. We will reply with how we would approach it.
From the United States to leadership teams worldwide, virtually or on site.
