Services for Institutional LP’s, Private Equity Direct Investors, Financial Services Firms & Corporate Investors
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- Transaction Execution Services
- Strategic & Market Assessment Services
- Portfolio Management and Monitoring Services
< Back to Previous PagePortfolio Management and Monitoring Services
In the event that our Institutional clients would like to retain the Direct Investment Assets or LP Interest portfolio, but do not have the management bandwidth to monitor its performance, we can also assist in the following areas:
- Direct Portfolio Investments - Actively manage or monitor status of the portfolio of Direct Investments by sitting on the Board of Directors, serving as Board Observers and/or actively contacting Company Management.
- LP Interests - Maintain active peer-to-peer contact with GP’s and/or portfolio company CEO’s of the underlying portfolios companies