For investors we provide consulting and investment advisory services in the following areas:
End-to-end build out of a new sustainable and impact investment initiative.
Focused deliverables within our advisory framework: client demand assessment, investment policy statements, specialized due diligence, guidance on portfolios management systems and deal flow strategies.
Specialized impact sector research in: clean energy, employment, sustainable cities, water, disaster readiness, sustainable agriculture, oceans and poverty alleviation.
Specialized bench-marking research of best practices in deal flow strategies, investment decision-making and post-investment monitoring.
For a limited number of fund managers and companies looking to raise capital:
We design custom-made fund and project marketing plans tailored for their promotion in Switzerland, Europe, the Middle-East, Asia and Latin America.
We provide access to a range of on or offshore professional investors - private banks, insurance companies, private asset management firms, family offices, governmental agencies, pension funds, sovereign wealth funds, alternative investment managers, and UHNWIs.
We hone their messaging in order to efficiently engage appropriate and qualified investors.