Family Offices · Direct Investment

Invest directly.
We handle everything else.

A dedicated partner who screens your opportunities, sources qualified deals, monitors your portfolio companies and drives your exits to closing. Embedded with your team, at a fixed price.

25+
Years of M&A experience
400+
Deals supported
< 1 wk
Per DataBook
3%
Success fee

The role missing from your org chart

This is not deal flow

You see the deals that land on your desk — a banker introduction, a pitch at a conference, a deal brought in by your network. It’s passive sourcing, concentrated in the sectors you already know.

Capital is never the problem

You have the means and the conviction. What’s missing is everything around the deal: who runs the due diligence? Who analyses the financial model? Who challenges the founder’s assumptions? Who monitors the company after the investment?

On exit day, everything needs rebuilding

No data room, no structured track record. Due diligence happens under pressure, in a rush, with scattered data. You negotiate from a position of weakness.

The GP runs the DD — but who checks for you?

In a co-investment, you follow the fund’s lead. But their interests aren’t always aligned with yours. Who challenges their valuation? Who reviews the side letter terms? Who gives you an independent opinion before you sign?

Three levels of support

Whether you co-invest alongside funds or invest directly — the right level of support, on an ongoing basis.

Intelligence
Get in touch

Ideal for co-investors and FOs building their direct investment capability

  • ✓ Ongoing screening of inbound deal flow against your criteria
  • ✓ Independent Go / No-Go opinion on co-investment proposals
  • ✓ Valuation benchmark (is the asking price justified?)
  • ✓ Deal flow: pre-qualified startup opportunities aligned with your thesis
  • ✓ Monthly watch: recent transactions and valuations in your sectors
  • ✓ 1 portfolio review / quarter
  • ✓ Response within 48h
Production
Get in touch

For FOs investing directly who want to structure their portfolio

  • ✓ Everything in Intelligence +
  • ✓ DataBook per portfolio company (creation + update at each closing)
  • ✓ Diagnostic Flash on signal (alert, risk, opportunity)
  • ✓ Portfolio valuation tracking (quarterly update)
  • ✓ Pre-investment DD on every new deal under consideration
  • ✓ 1 portfolio review / month
  • ✓ Response within 24h
Execution
Get in touch

For FOs with active exits or a portfolio of 10+ holdings

  • ✓ Everything in Production +
  • ✓ All modules included (valuation, vendor assistance, data room, buyer mapping)
  • ✓ Full exit management through to closing
  • ✓ Co-investment support and negotiation
  • ✓ Ongoing advisor coordination (lawyers, tax advisors, auditors)
  • ✓ Unlimited calls, response within 4h
  • ✓ Reduced success fee at 3% on managed exits

Not ready for a subscription? The modules below can be mobilised independently, at a fixed price.

Minimum commitment 3 months (monthly) or 12 months (-20%).

Fixed-price deliverables, no subscription required

Available independently. Each module addresses a specific need, delivered in one to two weeks.

Pre-investment

Investment Note<1w
Investment file analysis (pitch deck, business plan, financial model). Documentation quality assessment, valuation benchmark, structured opinion with conditions.
Red Flag Report<1w
Adjusted EBITDA, revenue quality, working capital, net debt, 15 red flag tests. Summary report for fast decision-making.
Buy-Side DD<2w
Quality of Earnings, financial model analysis (tested assumptions, stress scenarios), capital structure review (terms, dilution, liquidation preferences), structural risks. Full report + risk matrix.
Co-Investment<1w
GP-proposed deal analysis. Investment thesis confronted with financial data, side letter and condition review.

Portfolio monitoring

Diagnostic Flash<1w
Quick financial health check on a portfolio company. Triggered by warning signal — operational, financial or market. Delivered within one week.
One-off DataBook<1w
Complete financial X-ray of a portfolio company. 15 to 20 analysis tabs: restated P&L, adjusted EBITDA, working capital, net debt, sector KPIs, red flags. The foundation for monitoring, exit preparation or DD.

Exit

Valuation<1w
Multi-method valuation tailored to the company profile. Normalisation adjustments, value lever identification, timing and structuring recommendations. 2 presentations.
Vendor Assistance<2w
See the accounts as the buyer will see them. Identify and fix weaknesses before going to market. Anticipate DD questions.
Vendor Due Diligence<3w
Independent report for potential buyers. Quality of Earnings, EBITDA normalisation, working capital analysis, net debt, structural risks. Produced as an independent third party — condition: standalone module (outside subscription).
Buyer documentation<2w
Sale memorandum, blind teaser, anticipated Q&A (30-50 items), management presentation. Coordination with the auditor and statutory auditor.
Data room<1w
Professional VDR setup, structured index, DD checklist (200-500 items), population and indexing, access and permission management, buyer Q&A tracking.
Buyer mapping<1w
50-100 buyer long list, multi-criteria scoring, warm/cold strategy, 3-wave prioritisation.

AI-augmented advisory

AI industrialises financial analysis and document production. The time saved is reinvested in what AI cannot do: judgement, negotiation and relationships.

Accelerated analysis

DD, DataBook, red flags — AI industrialises financial analysis. What takes a traditional firm weeks is delivered in days.

Fixed price, no surprises

Transparent pricing per module and subscription. No hourly billing, no hidden costs.

Every case handled by a partner

AI accelerates production. Analysis and recommendations are delivered by experienced transaction professionals — not delegated to junior teams.

A partner who works at your pace

1

Evaluate before you invest

A deal lands on your desk — a direct investment or a co-investment proposed by a GP. Before committing, you need your own read: are the metrics consistent? Is the valuation justified? Before Partners gives you the capacity to challenge.

2

Monitor every holding

At each periodic accounting close, a structured DataBook — adjusted EBITDA, normalised working capital, red flags. The question is no longer “how is it performing” but “what is it worth if we sold it tomorrow”.

3

Prepare your exits

Every DataBook produced at a close feeds the next one. After 2-3 years, you have a structured, restated, consistent financial track record — the foundation of a data room ready to open the day an exit triggers.

Let’s discuss your portfolio

30 minutes to understand your priorities and define the next steps.