Services

Your single point of contact for all venture affairs.

We manage your venture program end to end. From finding the right deals to managing your companies to planning exits, we handle the work so your capital goes further.

Our Approach

We do the work most advisors won't.

Most families don't need another advisor. They need someone who will actually do the work. We run venture programs from the inside. That means sourcing deals, sitting in diligence calls, negotiating terms, managing board relationships, and planning exits.

We don't hand you a report and disappear. We're in the room, doing the work alongside your team. Our VC background and network of founders, investors, and strategic partners help us create real value at every stage.

What We Do

Program Design

We start with how your family thinks about capital. Investment thesis, governance structure, check sizes, sector focus, decision process. All designed around your goals, not a template.

Deal Sourcing

Proprietary deal flow through our network of founders, co-investors, and accelerators. Every opportunity is vetted before it reaches you. No noise, no time wasted on deals that don't fit.

Due Diligence

We dig into the business, the financials, and the market. Investment memos built, data rooms reviewed, risks surfaced so you can make informed calls.

Deal Structuring

Term sheets, valuation modeling, governance rights, liquidation preferences. Deals structured to protect your downside and position you for upside.

Portfolio Management

Board seats, performance tracking, follow-on decisions, quarterly reporting. Your companies get real attention from someone who has been in the room before.

Exits & M&A

When it's time, we position companies for acquisition or IPO. Buyer identification, data room prep, negotiation, and execution all the way through close.

How We Work

Three steps. Full transparency.

Your advocate and operator from day one.

Discovery

We start with your goals. Where venture fits in your overall strategy, what sectors matter to you, and how involved you want to be.

Strategy

We build a custom program. Thesis, governance, sector focus, decision framework. Fitted to how your family operates.

Execution

We source, diligence, and close deals. You approve every investment. We handle the day-to-day. You keep full control.

Get Started

Let's talk about what venture could look like for your family.

No pitch deck. No pressure. Just a real conversation about where you want to go.

Get in Touch