Screen
Geography, sector, investment size, commercial potential and impact alignment.
Investment approach
We combine appropriate financing, institution building and forward-looking risk discipline.
Geography, sector, investment size, commercial potential and impact alignment.
Business model, management team, historical performance and funding requirements.
Commercial, financial, legal, tax, governance, ESG and impact assessment—supported by scenario analysis and downside testing.
An appropriate investment structure followed by independent Investment Committee review.
Agree priorities with management and monitor financial, operational, governance and impact performance.
Plan for liquidity while protecting the company’s resilience and sustained impact.
Our actuarial-informed approach brings a more deliberate view of uncertainty, resilience and downside to conventional private-equity analysis.
Map the financial, operational, market and governance exposures that can affect cash generation and resilience.
Test growth plans under plausible downside scenarios and use the results to inform investment terms, protections and priorities.
Track forward-looking indicators alongside financial results so emerging risks can be addressed before they become permanent impairments.
Boards, policies, accountability and decision-making.
Controls, reporting, budgeting and cash-flow management.
Growth priorities, market expansion and execution.
Leadership, talent, structure and operating processes.
Risk management, inclusion and responsible practices.
Investor reporting, future capital and ownership transition.