Four service lines designed for private clients who want concentrated, research-led exposure to private markets.
Each service is designed around a specific investor need — access, opportunity, structure, or insight — and is available to eligible private clients only.
Curated access to late-stage private companies and pre-IPO allocations — sourced through operator networks, funds, and secondaries.
Catalyst-driven ideas where a corporate event, restructure or dislocation creates asymmetric risk/reward.
Bespoke, concentrated portfolios built around your time horizon, risk appetite and liquidity needs.
Non-discretionary research, second opinions and structuring input for clients running their own strategies.
Our discretionary mandates carry 0% management fee and a 5% performance fee on gains. Traditional funds typically charge a management fee regardless of performance, plus a performance fee on top.
That alignment is the whole point: if a mandate doesn't work, we don't get paid the upside.
Not every investor wants the same thing. This is how our four services map to common objectives.
| Your objective | PE & Pre-IPO | Special Situations | Portfolio Mgmt | Advisory |
|---|---|---|---|---|
| Single-deal access to a specific company | ✓ | — | — | — |
| Catalyst-driven, time-boxed trades | — | ✓ | ✓ | — |
| Fully managed, diversified portfolio | — | — | ✓ | — |
| Research & second opinion on your own ideas | — | — | — | ✓ |
| Structuring input on a bespoke transaction | — | ✓ | — | ✓ |
Short answers. For anything material, we will walk you through it on a call.
Eligible private clients only, under applicable Australian law. We will ask for accountant certification or other supporting evidence before anything moves forward.
It depends on the service. Single-deal access can start lower; discretionary mandates are usually meaningful allocations. We discuss this openly during the first conversation.
Private and pre-IPO positions are illiquid and can be locked up until a liquidity event (IPO, trade sale, secondary). Special situations are usually time-boxed to the catalyst. We disclose expected duration upfront.
No. Every investment carries risk, including loss of capital. Past performance is not indicative of future results.
Short enquiry, no obligation. Our team reviews every submission and arranges a private conversation before anything moves forward.
