Many family offices have a desire to engage in direct investments but struggle to have access to quality deal flow and need assistance with due diligence. Selected family offices also desire to have access to specific industry expertise to assist them in the analysis as well as support the companies post an investment. Membership is restricted to invited family offices who target investments between $1M and $10M.
- Access to a considerable number of new and high-quality investment opportunities for direct investment;
- Reduced cost of acquiring deal flow and performing the collection of due diligence materials;
- Access to the observations and recommendation of industry experts (Executive Sponsors) who are willing to co-invest, provide consulting, or advice, or join the board of directors and or management;
- Easy syndication of deals with other members;
- Increase deal visibility to other investors and or PE firms who may have interest in an acquisition System and tools to receive investor updates and to maintain up-to-date portfolio materials; and
- Ability to participate priced market ready deals with other investors.