3. Investment Process

Activities

  • Pro-active screening of investment opportunities – primary and secondary funds (managers), portfolios, direct- and co-investments
  • Structured and rigorous selection and investment process via detailed due diligence
  • Formal decision (go/no go) by the Investment Committee of the client
  • Support the structuring of investments incl. contracts, legal vehicle
  • Submission of final investment proposals to the client

Aspects

  • Investment universe
  • Management & track record
  • Matching of skills & strategy
  • Portfolio & pipeline evaluation
  • Financial structure/leverage
  • Tax- and legal aspects incl. agreement
  • Seller‘s rating
  • Risk-return profile