AIF investment research for CXOs, VPs and directors with concentrated capital.
Where we plug in
How CXOs compare private markets with employer concentration and other capital needs.
Typical profiles
Mandate signals
Engagement model
From balance-sheet context to manager comparison and decision support.
Where your money actually sits
We look at your salary, bonus cycle and how much net worth is already tied up in employer stock, to work out how much you can safely lock away in private markets.
Funds that fit, not a generic pitch
We find fund types and managers suited to your goals and time horizon, instead of a one-size-fits-all 'alternatives' pitch.
A real comparison, not a sales pitch
We help you compare managers on strategy and track record, so you can rule out the wrong fits faster and commit to the right ones with confidence.
Who does what
We handle the research and manager comparisons. Legal and tax decisions stay with your own advisors.
AIF routes for this mandate
Match the category to the job the capital needs to do.
Category is the first filter, not a label added after manager selection. It changes what the fund can own, how liquidity works, where tax is applied and which risks must be diligenced.
How we help corporates
We help busy professionals invest with a clear process, not guesswork.
Your money often sits in an awkward spot: too sophisticated for typical retail products, but without the time or team a family office has. We turn that into a simple, clear process.
Understanding what you can risk
We look at your salary, employer stock, bonus timing and expenses to figure out how much you can comfortably lock away in private markets.
Explaining your options simply
We explain the difference between early-stage bets, growth investments and buyouts, and what your commitment actually means: the total you agree to provide, called in stages rather than paid upfront.
Comparing managers fairly
We look past the brand name and compare funds on what actually matters: strategy, track record and fit for your goals.
Bringing in the right people
If your spouse, tax advisor or a personal CA needs to be involved, we help keep that process organized and easy to follow.
Continue the research path
Start with your capital context. Then compare the manager universe.
These routes connect the audience question to the research question, so you can move from a personal or institutional mandate into the relevant fund category, published report or next conversation.
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Ready to discuss a fund, portfolio or manager question?
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