Our expertise is global and cross-cultural. While we have deep roots in Latin America, our team has decades of experience navigating the capital markets across the United States and the Middle East. We understand the unique motivations, regulatory environments, and relationship-driven business cultures of these regions. This allows us to bridge the gap between global capital and local opportunities, ensuring that cross-border partnerships are built on institutional rigor.

We present institutional-quality opportunities sourced from experienced managers, operators, and developers in the U.S. and Europe. Each opportunity undergoes a thorough screening to ensure clarity of strategy, alignment of interests, and the partner’s ability to execute. We focus on mandates where we can add significant value through strategic positioning and where there is a clear path to successful closing.

We recognize that institutional standards vary by region. We serve as a specialized IR function that translates complex deal performance into the specific reporting cadences and transparency levels expected by global LPs. Whether it’s managing the high-touch expectations of a Middle Eastern family office or the rigorous reporting requirements of a US pension fund, we ensure your firm maintains a "gold standard" of communication that drives long-term LP retention.

Most consultants provide a high-level report then exit the process. As a Fractional CIO, we provide execution. We integrate with your team to lead negotiations, manage the closing process, and monitor the portfolio post-investment. You gain the same senior-level oversight found at large institutions but with a flexible structure that fits your specific allocation pace.

We analyze beyond the data room. Having operated as a GP, we know the levers sponsors use to optimize projections. We don’t just verify the math; we stress-test the operational assumptions and identify structural nuances that standard checklists often miss. Our goal is to provide an objective, independent perspective so that our clients can invest with high conviction.

Transparency and strict protocols are our baseline. We never simultaneously represent an issuer (GP) and an investor (LP) on the same transaction. If we are representing an operator on a fundraise, we will not provide diligence services to any LP evaluating that specific deal. Our dual-side experience is designed to create alignment, not to compromise our independence.

When appropriate and subject to availability, we may participate as part of the capital stack. This reinforces our alignment with LPs and reflects our conviction in the GPs and operators we represent. By putting our own capital at risk in select opportunities, we demonstrate our long-term commitment to the partnerships we help build.