Opportunity sourcing
Build a focused pipeline through regional relationships and market observation.
Investment strategy
A structured process, adapted to each mandate.
The framework below describes a typical approach. Sequence, depth and governance are tailored to the opportunity, mandate and applicable requirements.
Initial screening
Test strategic fit, mandate, information quality and early risk signals.
Due diligence
Review commercial, financial, legal, tax, technical and ESG matters as relevant.
Investment structuring
Define alignment, economics, governance, protections and decision rights.
Risk assessment
Challenge assumptions, model downside cases and identify mitigation options.
Execution
Coordinate approvals, documentation, funding and implementation.
Active management
Monitor performance, support governance and address emerging issues.
Reporting & exit planning
Maintain relevant reporting and consider liquidity or exit pathways where applicable.
Risk management
Risk is assessed, documented and monitored; it cannot be eliminated.
Governance
Roles, approvals, conflicts and reporting expectations should be clear before commitment.
Responsible investment
Material environmental and social considerations are reviewed where relevant to the mandate.
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