We help private investment funds and their portfolio companies make the right growth decisions

Your diligence and portfolio growth partner

$400B+

Combined AUM for supported firms

Serving funds focused on technology, financial services, and ESG.

$3B+

Investment value supported

Between new client investments made and portfolio company value created.

4.96/5

Average project review score

Across almost all projects rated on platforms (e.g., Catalant), we’ve received a 5 out of 5.

70+

Diligence projects completed

Spanning prospects across technology, healthcare, and financial services.

20+

Portfolio companies accelerated

Topics include strategy, sales, and marketing.