Institutional readiness infrastructure
Your track record isn’t what’s killing the raise.
The five findings that end raises
- ODD-03OpenValuation policyNo written valuation policy. Marks rest on judgement that cannot be reconstructed after the fact.
- ODD-04OpenCompliance calendarNo compliance calendar. Obligations are tracked in one person’s memory and surface late.
- ODD-05OpenDisaster recoveryNo disaster recovery plan, or one that has never been run as an exercise.
- ODD-04OpenAML and KYC proceduresNo formal AML and KYC procedure. The checks may happen, but nothing proves that they did.
- ODD-06OpenLP reporting samplesNo LP reporting samples to hand. Each request is answered by rebuilding the report from scratch.
87% of LPs rejected a manager over operational concerns alone in 2026. Source: Altss, LP Due Diligence Checklist, 2026
The compression
Five days. 280 questions.
The window has closed on the firms that answer diligence by assembling it. The window to respond to a due diligence questionnaire has narrowed from 14 days to five. Altss, 2026
A typical DDQ now runs to 23 sections and more than 280 questions. Altss, 2026 Nothing about that is negotiable by the time it arrives, and the firms that clear it are the ones that had the answers before the questionnaire did.
What we do
Three practices, in sequence.
Diagnose precedes build precedes run. You can enter at any point, but the order is not arbitrary: nobody should build against a gap register they have not seen.
01 · Diagnose
Readiness assessment
Two to three weeks. We map your operations against ILPA DDQ 2.0 and the SOC 2 Trust Services Criteria, then hand you a gap register with a remediation sequence.
02 · Build
Institutional build
The system that closes the gaps. Control design in the schema, not in a binder. Segregation of duties enforced in the permission model, where it cannot be forgotten.
03 · Run
Capital Intelligence Platform
Our own platform, built because we run a capital advisory firm and nothing on the market did the job. For firms that want the infrastructure without the build.
Why us
Four things that are true.
- We’ve signed the opinion.
- First SOC 2 Type 2 engagement in 2002. Twenty-five years spent on the side of the table that decides whether your evidence is sufficient.
- We’ve raised the capital.
- Four-time founder, and Managing Partner of a private capital firm since 2018. The DDQ that lands in your inbox has landed in ours.
- We’ve built the platform.
- The Capital Intelligence Platform runs our own advisory practice. We are the first firm that has to live with its control design.
- We build; an independent firm attests.
- Never both on the same engagement. Independence rules prohibit attesting to your own work, and a system built to game that would not survive the first question.
Engagement models
Three ways to work together.
Which one fits depends on whether you need a diagnosis, a system, or somebody to run the infrastructure while you raise.
- Fixed fee
- A defined scope at a defined price. Most diagnostics and most first builds run this way.
- Platform licence
- The Capital Intelligence Platform, configured for your firm and priced per firm rather than per seat.
- Fee plus participation
- A reduced fee against a participation in the vehicle. Selective, and only where the interests genuinely line up.
Find out what an LP would find.
Twenty questions, six domains, about seven minutes. Your results appear in full before anything is asked of you.