Our services encompass various aspects of private equity investment strategy, including strategy development, strategic asset allocation analysis, target investment key performance indicators (KPIs) approach, GPs selection criteria, client-GPs introduction, and client-GPs positioning tactics. We also conduct thorough due diligence on individual GPs' product lines and assist in setting up the necessary administrative framework between clients and GPs.
We provide support in various operational and administrative areas, such as know your customer (KYC), anti-money laundering (AML), and regulatory risk and responsibility program (RRRP) reviews. Additionally, we assist in structuring the Limited Partnership Agreement (LPA) and facilitate the negotiation process. We manage the execution of capital calls and distributions, handle PE portfolio administration, and provide consolidated reporting to ensure transparency and efficiency.