New M&A Case Study: Ventriloc

Preparing a fast-growing business for a sell-side process.

Ventriloc was approached by multiple investors and potential acquirers, but needed to become transaction-ready and clearly articulate its investment thesis.

Take a look at the collateral materials created for Ventriloc.

New Real Estate Case Study: Workps

Turning a business model shift into an investor-ready narrative.

Workps was moving from subleasing to real estate ownership and needed to explain that transition clearly to VCs and high-net-worth investors.

See how the pitch deck was built to support a capital raise.

Why are so many equity managers expanding into private credit?

As demand for yield and downside protection grows, more hedge funds and equity managers are launching private credit strategies. But LPs do not automatically extend trust across asset classes.

Here’s what you need to know to build LP confidence when launching a private credit fund.

New Blog

LP expectations have changed around secondaries.

As continuation vehicles become more common, LPs are applying stricter standards around valuation, governance, and alignment rather than viewing secondaries as one-off liquidity solutions.

Read the entire article below.

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