Private capital solutions and due diligence

AT INFINITY WE APPRECIATE THAT EVERY FUND, INVESTOR, COMPANY AND INVESTMENT OPPORTUNITY IS DIFFERENT AND WE PROVIDE A HANDS-ON APPROACH TAILORED TO YOUR NEEDS.

The market for direct investment opportunities is varied and complex, spanning funds, direct lending opportunities and private corporate transactions. 

These opportunities offer scope for high returns and are often compelling to investors either on their own, or to complement a discretionary managed portfolio, or a portfolio of listed equities. 

Investors often do not have the time or the skills themselves or within their network of advisers to perform high quality due diligence on the opportunity. The cost of buying it in can be prohibitively high, which is where our solution fits in. 

Our services include:

  • Ad hoc appraisal of, and due diligence on, direct corporate investment or lending opportunities, including comment on the legal structure.

  • Review of fund investment opportunities, covering the fund structure, underlying investment strategy, investor lock-ins or performance of the fund, noting and areas of concern.

  • Ongoing monitoring of investment opportunities. We can oversee and monitor the investments and report regularly on their progress.

The level of detail and extent of the services and reporting we provide is entirely flexible to suit the needs of our clients.

Please contact us to find out more.