Institutional discipline for business angels and investors

Fractional CFO, fund administration and diligence to safeguard capital and streamline reporting.

Our services

Tailored portfolio operations and robust fund administration to scale your investments with confidence.

Fractional CFO

Outcome: Clear oversight across entities, cash and performance.

  Consolidated reporting across SPVs/sub-funds.

●  Treasury, FX and liquidity planning; budgeting and KPIs.

●  Board packs and investor updates with variance analysis.
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Fund Administration

Outcome: Timely, accurate LP reporting and books.

  NAV and capital-account maintenance; calls & distributions.

● LP reports and audit support; document control.

●  Investor portal setup and reporting workflows.
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Financial Due Diligence

Outcome: Independent view on quality of earnings and risks.

  Target financial review, red-flag report and KPI analysis.

●  Normalised EBITDA and working-capital assessment.

●  Management interviews and data-request coordination.
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Transaction Support

Outcome: Confidence from term sheet to post-close.

●  Waterfall/cap-table modelling and distribution mechanics.

●  SPA schedules and financial safeguards with counsel.

●  Integration checklist and day-1/100 plans.
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