We partner with family and multi-family offices to provide strategic investment solutions tailored to their unique goals, values, and legacy planning priorities through the innovation economy. Our core services include:

Alternative Investment Strategies: Identifying and executing on built a thesis and strategy for investments in funds, companies, and other alternative assets to drive multi-dimensional returns.

Portfolio Management: Designing, constructing, and managing diversified alternative portfolios with a focus on scalability and repeatability.

Education and Access: Providing access to top-tier opportunities and offering insights into emerging managers, sectors, and trends.

We work with corporations and financial institutions to optimize their investment strategies and align them with broader business objectives. Our services include:

Strategic Advisory: Crafting investment theses, pipeline strategies, and diligence frameworks to enhance portfolio performance.

Platform Development: Building scalable investment platforms, including processes for sourcing, diligence, and capital deployment.

Strategic Synergies: Identifying opportunities for collaboration or investment that align with corporate goals or expand market reach.

We advise venture funds at all stages, from emerging managers to established legacy funds, to support their growth and performance. Our services include:

Fund Strategy Development: Assisting in portfolio construction, investment theses, and scaling fund operations.

Emerging Manager Support: Guiding new managers through fundraising, deal sourcing, and establishing operational best practices.

LP/GP Alignment: Helping funds refine their pitch and relationship management strategies to attract and retain institutional LPs.