Private Equity Secondaries Support
We provide private equity secondaries support on multi-fund deals: deal evaluation, fund pricing, portfolio monitoring and closing analytics.
We help your investment team analyse pricing at a fund level, factoring in DCF models, NAV discounting, ESG criteria, investment restrictions and more. We also undertake model updates for activities such as portfolio rebalancing, tracking hedges of public positions, consent requests and unfunded commitment tracking.
Our portfolio monitoring and advisory services enable you to track fund performance periodically, conduct strategic reviews and prepare bespoke material for investor reporting with limited partners.
We also provide comprehensive end-to-end support with all types of general partner-led secondary transactions, including continuation funds, tender offers, strip sales and preferred equity solutions.
Secondary funds of funds - Support we offer
- Financial modeling and valuation
- Multi-tier waterfall model update
- Sensitivity analysis – pricing analysis and exit analysis
- Fund model with a catchup-carry structure at multiple hurdle rates
- Target/Industry research
- Identification and profiling of bolt-on acquisitions
- Due diligence memorandum preparation
- Company profiling and competitive landscaping
- Financial reporting and analysis (GP)
- CRM databases update
Secondary funds of funds - Support we offer
- Financial modeling and valuation
- Multi-tier waterfall model update
- Sensitivity analysis – pricing analysis and exit analysis
- Fund model with a catchup-carry structure at multiple hurdle rates
- Target/Industry research
- Identification and profiling of bolt-on acquisitions
- Due diligence memorandum preparation
- Company profiling and competitive landscaping
- Financial reporting and analysis (GP)
- CRM databases update
What we have delivered annually
100+
Multi-fund deals supported
4,000+
Companies screened
1,000+
Company valuations
500+
Funds monitored quarterly
How we are different

One-stop shop for private equity secondaries support
We provide expertise and service offerings to support you in all aspects of the venture capital investment lifecycle

Excellence-driven teams to improve quality of your deal sourcing
Ability to support clients on multi-fund deals: deal evaluation, fund pricing, monitoring and closing analytics

Strong private equity secondaries domain expertise to undertake complex tasks
Comprehensive end-to-end support across all types of GP-led secondary transactions, including continuation funds, tender offers, strip sales and preferred equity solutions

Robust portfolio monitoring with our in-house managed solution FolioSure
Proprietary technology solution tools for portfolio monitoring and data operations experts

Highly Experienced Analysts
Highly experienced and effective analysts who undertake intense tasks, including commercial due diligence, investment due diligence, valuation analysis, building complex distribution models, and exploring previous transactions