Institutional-grade advisory for funds & family offices.
Build a durable private credit platform—documents finalized by counsel, governance and Reg D aligned, admin→audit→tax→NAV connected, and lender-ready facility or forward-flow execution.
Private credit, venture debt, and real-asset strategies.
Cut legal/ops spend and compress timelines with proven templates.
Allocator-grade reporting with clean data lineage.
Where teams get stuck
- Six-figure legal spend and still not investor-ready.
- Fragmented vendors; reporting misaligned with lender/LP diligence.
- Unclear governance and Reg D boundaries during capital raising.
- No facility or forward-flow plan; term sheets stall for months.
What we build instead
- Pre-vetted fund docs finalized by your counsel.
- Integrated admin, audit, and tax with consistent NAV & LP reporting.
- Diligence-ready governance, compliance, and SOPs.
- Facility/forward-flow roadmap with lender coordination & draw readiness.
End-to-end build-out for private credit & funds
- PPM, LPA, Subscription, GP Operating Agreement.
- Risk factors and investor disclosures.
- Outside counsel review & filings for defensibility.
- TPA/admin selection & onboarding.
- Partner-level audit & tax at negotiated rates.
- NAV reporting & LP portal with clean data flow.
- Compliance & governance SOPs (Reg D 506(b)/(c) guidance).
- Credit facility & forward-flow strategy; lender coordination.
- Underwriting/servicing playbooks; IR cadence & dashboards.
Docs finalized by counsel; admin/audit/tax integrated; LP portal live with disciplined scope.
Term sheets supported by the right reporting and governance—shortening time to first draw.
Defined credit box, data room, LP materials, and outreach sequencing that respects compliance.
A direct path to “yes”
90-minute deep dive. Objectives, constraints, capital plan, timeline. Milestones set day one.
Templates finalized with counsel; admin + audit/tax onboarded; LP portal and reporting live.
Facility/forward-flow execution, investor materials, reporting rhythm, and operating discipline.
Professional standards
- Institutional-grade deliverables: governance, disclosures, SOPs, and diligence-ready reporting.
- Vendor independence: you own the contracts; no hidden kickbacks.
- Clarity checkpoint at day 30: confirm scope, sequence, and success metrics before scaling.
“We were live within weeks with counsel-finalized docs, an integrated admin/audit stack, and a lender-ready reporting pack. The process paid for itself in speed and confidence.”
Ready to launch with institutional credibility?
30 minutes to align goals, constraints, and the most direct path to an investor-ready platform.
Choose Your Advisory Track
Three focused options for leaders launching and scaling durable private credit platforms. Transparent time commitments. Simple retainers. Serious outcomes.
Core (Foundation)
- Reg D guidance and governance SOPs
- Facility & forward-flow readiness planning
- Reporting packs aligned to lender/LP diligence
- Invite-only community: Resource Vault (Core)
Growth (Capital & Ops)
- LP strategy & materials (you remain issuer)
- Term-sheet support, underwriting & credit box standards
- Board/advisory eligibility (non-voting or voting by agreement)
- First-access invitations to investment opportunities
- Mastermind access + giving-back events
Institutional (Partner Level)
- Board/advisory seat consideration with alignment
- Forward-flow & facility strategy with draw readiness
- IR dashboards, NAV cadence, audit-ready processes
- First-look deal flow + co-created LP content & events
- Elite Mastermind & philanthropy/impact initiatives
| Benefits & Inclusions | Core | Growth | Institutional |
|---|---|---|---|
| Senior advisory (no time-tracking overhead) | |||
| Fund docs finalized by your counsel; governance SOPs | |||
| Integrated admin → audit → tax → NAV → LP portal | |||
| Credit facility & forward-flow strategy; draw readiness | |||
| LP strategy & allocator materials (you remain issuer) | |||
| Board/advisory eligibility (by mutual agreement) | |||
| Priority support & executive working sessions | |||
| First-access: investment opportunities & forward-flow partners | |||
| Mastermind & giving-back events | |||
| Private tools & Resource Vault access | Core Vault | Growth Vault + Templates | Institutional Vault + Playbooks |
| Client capacity (to maintain quality) | Limited | Very limited | Exclusive |
Selection is by application only. We prioritize teams with clear deal flow, accountability, and a bias for execution.
Frequently Asked Questions
These cover the most common diligence and scope questions around private credit & fund advisory. Need specifics? Book a strategy call.
Most clients reach investor-ready status in 60–90 days once we lock scope. That includes counsel-finalized docs, an integrated admin/audit/tax stack, a live LP portal, and a reporting cadence aligned to lender/LP diligence.
- Governance & compliance SOPs (with Reg D 506(b)/(c) guidance).
- Admin → Audit → Tax → NAV → LP portal with clean data lineage.
- Standardized reporting packs for lenders and LPs.
- Underwriting, servicing, and collections playbooks.
We use proven templates and pre-negotiated vendor relationships, and your counsel retains final say. That combination reduces rework and keeps legal/ops spend disciplined while remaining defensible.
No. We collaborate with your counsel—providing a complete draft package and operational context—so filings are clean, defensible, and efficient.
We shape strategy and materials and can make introductions. You remain the issuer and control the raise. Where appropriate, we can align via advisory equity.
Yes—facility design, underwriting standards, reporting requirements, term sheet negotiation support, and lender coordination, all mapped to first-draw readiness.
Fund managers, family offices, or specialty finance operators with active or near-term deal flow who value speed, compliance, and institutional credibility. If you want a durable platform—not a one-off raise—we’re a fit.
- Book a 30-minute strategy call to align goals and constraints.
- Lock scope and sequence; set day-one milestones.
- Kick off the 90-minute deep dive and begin build-out.
Are We a Fit? (60-Second Eligibility)
This keeps the call focused and ensures we can move fast. Your answers aren’t stored; they just guide the next step.
Strong fit — let’s move fast.
Your goals and timeline align with our 60–90 day investor-ready build. Bring principals to the call so we can lock scope and milestones.
Possible fit — a brief alignment call helps.
If you’re still shaping the credit box or timing is 120+ days, we can outline the path and give you a prep checklist.
Not a fit right now — here’s what to do first.
Start with the free resources to define your credit box, pipeline, and governance baseline. When timing tightens, come back and we’ll move quickly.