Embedded Mandate
Execution Platform

We insert a regulated, investor‑side transaction desk precisely where your internal bandwidth ends—origination, underwriting, negotiation, closing, or post‑close governance.

Executed under FINRA supervision with Rule 15c2‑4 escrow and zero issuer compensation.

Mandate → Target → Diligence → Negotiate → Structure → Escrow → Monitor

Targeted Sourcing Mandate

Source discreet deal flow—either from active mandate outreach or pre-screened inbound, always calibrated to your investment criteria.

Deep-Dive Underwriting Diagnostic

Rebuild financials, run QofE, legal and ESG checks, and downside stress tests; IC-grade memo ready .

Economic & Governance Negotiation

Benchmark promotes, fees, co-invest rights, and removal clauses to ILPA precedents before term sheets circulate.

Escrow & Closing Stewardship

Manage subscriptions, KYC, and Rule 15c2-4 escrow custody; funds release only on satisfied closing conditions.

Performance Surveillance