Ready for investors before you meet them

Who we work with

• Growth companies preparing a first institutional round or a strategic investor
• Fund sponsors and managers setting up a new vehicle in the GCC or Luxembourg
• Family offices and family groups opening their capital or organising their holdings
• Companies with assets in Europe and the GCC that need one structure investors can read
• Sponsors of specialised assets, including life sciences, with a defined raise ahead

When clients call us

• A raise is planned in the next six to twelve months and the company is not yet investor ready.
• Investors have asked questions about structure, governance or reporting that the team could not answer cleanly.
• A new fund or vehicle needs a board, delegation and reporting that will satisfy institutional investors and regulators.
• Assets, entities or shareholders sit across several jurisdictions and the structure has grown without a plan.
• The family or founders want outside capital without losing control of the decisions that matter to them.

What we do

Investor readiness review

An investor's view of your company before investors see it: structure, governance, reporting, key risks and the gaps that slow due diligence.

You receive: a readiness assessment, a prioritised gap list and a timetable to close it.

Structure and governance design

The holding, entity and governance structure that fits your capital plan, designed with your legal and tax advisers: shareholder rights, board composition, reserved matters and delegation.

You receive: a target structure, a governance charter and a decision rights matrix, ready for counsel to document.

Fund and vehicle set-up support

For sponsors launching a fund or co-investment vehicle: board and committee design, oversight of service providers, investment committee process and investor reporting.

You receive: governance documents, committee terms of reference and a reporting framework, coordinated with the fund's lawyers and administrator.

Equity story and investor materials

A clear, defensible case: what the capital is for, the milestones it funds and the benefits investors can track.

You receive: an investment memorandum outline, a data room index and a KPI set aligned with the business plan, for your team and your licensed advisers to use with investors.

Post-investment governance

The board, reporting and capital review that investors expect once the money is in.

You receive: a board calendar, an investor reporting pack and a quarterly capital review format.

Board oversight of capital once it is committed is covered under governance of capital.

How we work

Senior and independent. An experienced director who sits on fund and corporate boards leads every mandate. We do not sell products or hold positions in the deals we advise on.

With your advisers, not instead of them. Legal, tax and audit work stays with your counsel and auditors. We define what the structure must achieve and make sure the pieces fit.

Europe and the GCC. We work across Luxembourg, the UAE and the wider GCC, in English, French and Arabic.

Built for due diligence. Every document we prepare is written to survive an investor's questions, with figures that have a source.

Selected mandates

Mandates led by our director. Clients are not named.

Life sciences sponsor

Investor readiness for two clinical-stage assets in oncology and neuroscience ahead of a capital raise: governance, equity story and due diligence preparation.

Fund boards

Independent director role on fund boards: governance of the management company, delegation and reporting to investors.

Family-owned group

Decision rights between family shareholders, the board and management agreed ahead of an outside investor.

What capital are you preparing to raise or organise?

Tell us about the plan, the timing and the questions you expect from investors. Conversations are confidential.