Investment Manager Due Diligence & Acquisition

Comprehensive evaluation and sourcing of investment managers.

• Strategy and portfolio construction analysis

• Track record verification and performance attribution

• Operational due diligence

• Risk management framework review

• Manager onboarding and integration

Operational Platform Development

Design and implementation of institutional operational infrastructure.

• Operating model design

• Portfolio oversight frameworks

• Reporting architecture

• Operational workflow development

• Scalable infrastructure planning

Governance & Operating Procedures

Creation of formal governance frameworks and internal operating procedures.

• Written supervisory procedures (WSPs)

• Operational playbooks

• Investment oversight processes

• Compliance-aligned workflows

• Internal controls and documentation

Service Provider Selection & Integration

Evaluation, selection, and integration of critical institutional partners.

• Prime broker evaluation

• Fund administrator selection

• Audit and legal provider assessment

• Technology vendor review

• Contract negotiation support

Strategic Introductions

Targeted introductions to institutional partners that support platform development.

• Service providers

• technology vendors

• strategic partners

• capital sources and allocators

Technology & Systems Architecture

Design and implementation of modern technology infrastructure.

• Trading and portfolio management systems

• Risk analytics platforms

• data architecture and reporting pipelines

• operational dashboards and monitoring systems