Services

Capabilities

Research, diligence, and process support across the venture LP lifecycle. Every engagement is scoped individually — we discuss structure and commercial terms during qualification.

Primary fund diligence

Fixed-scope GP research and diligence for principals and family offices evaluating a fund commitment — a primary LP position, not a direct company investment. Written analysis; you make the investment decision.

  • Manager team, strategy, and track record
  • Portfolio quality and company-level analysis
  • Fund terms — fees, carry, hurdle, key person, recycling
  • Risk factors, mitigants, and open questions
  • Executive summary with facts — not an invest/don't invest directive

Fund pooling

Aggregate principals into a single LP commitment to a venture fund when individual checks don't meet GP minimums. Fund-level pooling — not deal-level co-invest.

  • SPV formation and first close coordination
  • LP onboarding, KYC, and subscription coordination
  • Single LP commitment to the underlying fund
  • Ongoing admin — reporting, capital calls, K-1 coordination with tax counsel
  • Always preceded by diligence on the underlying manager
A principal with substantial net worth who cannot commit $1M+ to access a top-tier fund alone may participate through a pooled structure, after we provide diligence and analysis on the underlying manager.

Periodic oversight

Periodic review of your venture LP book and screening of new fund opportunities. Scoped as the relationship deepens — not a one-size-fits-all retainer.

  • Quarterly review of existing LP positions
  • Screening new GP invitations
  • IC prep materials and call attendance (observer, not decision-maker)
  • Coordination with tax and legal counsel on subscriptions and secondaries
Every engagement is defined in a statement of work. Scope and commercial terms are agreed before work begins.