Focused, Professional Assistance for Independent Sponsors

  We are a professional firm focussed on serving the unique needs of independent sponsors of private investments

Alternative investment funds and their managers can face severe resourcing challenges if they cannot secure a follow-on fund within a few years of their first exit, as permanent staff often leave for jobs with better long-term prospects.  Service provision from party administrators and advisors can also deteriorate, as these parties focus their efforts on clients with a more secure pipeline of future opportunities.  As there are often several years of runway before funds can wind-down, some investments can be calved off into continuation funds (with their own resourcing constraints) and the residual is usually referred to as a zombie fund and can face a long hold period if the underlying assets are not write-offs.  Managers can still execute on a deal by deal basis - but these need to be handled more carefully from a financial perspective than in blind pool funds.

Early stage managers also face resource constraints, as many start on a deal-by-deal basis as an appointed representative of another AIFM before establishing a track record which allows them to raise a blind pool fund and make a permanent finance hire.  As a bootstrapped business ourselves, we intimately understand this, and hope we can help to professionalise your finance function and secure your FCA permissions in advance of that big first blind pool fundraise.

We understand the constraints which apply at the beginning and end of a fund's life and are open to deferred and/or equity-linked payment solutions.  Wherever possible, we aim to have a consistent fixed fee based on the service level you need and not charged by the hour or on a per-transaction basis.