01 / 05
Business Strategy
Where the firm is going, and setting up the business to get there.
- Firmwide strategic planning
- Capital raising and marketing strategy
- Investor positioning and materials (e.g. pitch book, DDQ, case studies, investor letters)
- Investment process design and workflows
- New product development
- New business line evaluation
- Financial planning, budgeting, and forecasting
- Business metrics and KPI dashboards
- Succession planning
02 / 05
People Strategy
Who decides what, how they are paid, and whether the culture matches what leadership says it wants.
- Organizational design, roles, and performance management
- Firm culture and values
- Employee feedback and engagement
- Leadership development and career progression
- GP partnership economics and terms
- Compensation structure and planning
- Hiring needs and recruiting strategy
- Decision rights, governance, and committee structures
03 / 05
Operational Infrastructure
The technology, systems, controls, and providers that support efficient operations, manage risk, and allow the investment team to focus on investing.
- Operating model design
- Portfolio risk systems, reporting, and P&L attribution
- Enterprise risk management (investment and operational)
- Policies, procedures, and internal controls
- Technology infrastructure, software development, data, and AI
- Compliance infrastructure
- Service provider selection, oversight, and evaluation
- Back office operations, reconciliation, cash controls, and expense allocation
04 / 05
Transactions & Special Projects
Complex transactions and initiatives that require experienced leadership, specialized expertise, and hands-on execution.
- New business lines and product launches
- Seeding, GP stakes, and M&A
- Major system selection and implementation (CRM, HR, RMS)
- Brand positioning, website redesign, and PR strategy
- Financing and capital markets transactions
- Strategic partnerships (insurance and wealth management)
- Crisis management
05 / 05
Board & Governance Support
An experienced, independent voice in the room where the firm’s biggest decisions are made.
- Advisory board and independent board seats
- Trusted counsel to the founder and leadership team
- Governance redesign as the firm matures
- Leadership transitions and succession
