03.1
SFO direct deal — 6 customer refs + 3 management refs
Expert Network for Family Offices
Family offices increasingly run direct co-investments and direct private deals alongside fund commitments. We support both: independent operator references on direct deals, and manager-selection research for fund commitments. Per-deal pricing matches per-deal economics.
- Primary use
- expert network for family offices
- Cheque size
- From €500
- Engagement
- Per-call or programme
01/Common Needs4 buyer patterns
- +Independent references on management teams in direct investments
- +Category research before co-investing alongside a sponsor
- +Manager-selection diligence for new fund commitments
- +Sector intelligence to support next-generation investment leads
02/What We ProvideServices tuned to this segment
- +Per-deal pricing, no annual minimum
- +Single-family vs multi-family discretion handled appropriately
- +Off-list reference programmes (5–8 calls per principal)
- +Quarterly subscription option for actively investing offices
03/Typical EngagementsAnonymised examples
03.2
MFO manager selection — 8-call diligence on emerging-manager VC
03.3
Family office co-invest — category research alongside lead sponsor
03.4
Next-gen investment lead — quarterly sector deep dives
04/Related Client Segments3 suggestions
01.3
PRIVATE EQUITY
expert network for PE
Buy-side and sell-side commercial diligence, management checks and portfolio research.
01.2
VENTURE CAPITAL
expert network for VCs
Pre-investment diligence, market sizing and management refs for seed through growth-stage funds.
01.4
HEDGE FUNDS
expert network for hedge funds
Single-stock primary research, channel checks and rapid expert calls.