FO-Next InvestAlign
Your Analyst in Your Pocket
Investment Analyses for Your Family Office:
One Subscription Away
Experience a world where investment opportunities are not only identified: They are aligned with your unique vision, all delivered with unmatched speed and precision.
InvestAlign, designed with the focus to empower single-family offices, provides you with individualised investment insights right at your fingertips.
Our service combines the depth of tailored analysis with the convenience of a flexible subscription model.
ADDRESSING SFO NEEDS HEAD-ON
Scarcity of specialised talent
Inefficient Deal Flow Management
Operational Risk and Compliance
Need for Tailored Investment Insights
WHY YOU NEED IT
InvestAlign steps in as a strategic partner to elevate your investment process!
1.
Expertise on Demand
Access market insights and analysis without the need for in-house expansion.
2.
Efficient Discovery
3.
Strategic Oversight
Navigate through the noise to spotlight opportunities that resonate with your vision.
Lean on seasoned professionals to guide you through the complexities of compliance and operational risks.
4.
Customized Analysis
Receive evaluations that speak directly to your goals, delivered with unmatched speed.
GET STRONGER
Your Family Vision Realised with Precision and Purpose
Confidence in Choice
Move forward with investments knowing they have been vetted against the highest standards of your relevance and potential.
HOW IT WORKS
How InvestAlign Transforms Your Investment Strategy
1. In-depth discovery
Our journey begins with a deep dive into your investment universe. We engage in detailed discussions to grasp the essence of your investment philosophy, meticulously analyse your past investment ventures, and conduct a comparative analysis with similar single family offices (SFOs). This initial step ensures that our service is perfectly attuned to your unique investment goals and preferences.
2. The dealflow: your pitches and our network
Your investment opportunities are our priority. We invite you to share with us any pitches you're considering. Beyond this, we leverage our extensive single-family office network to supplement your deal flow with handpicked opportunities.
Should your current deal flow not meet your expectations or criteria, our Expert Package is designed to bridge this gap. Each pitch is enhanced with comprehensive, publicly available data.
3. Your likeliness score
At the heart of our process is our 'Likeliness Score'—a tailored evaluation of each investment opportunity against your tailored investment criteria and a set of general standards, including financial health, team dynamics, growth potential, and market size. This rigorous scoring mechanism ensures that only opportunities that truly align with your strategic vision are considered. We provide you with high-level feedback on each deal.
4. Tailor-made investment memos
Opportunities scoring 65% or higher on your likeliness scale trigger the creation of a bespoke investment memo.
Delivered within 48 hours, these memos offer a comprehensive analysis of each potential investment. From key company insights and sector trends to potential exit strategies and a cogent investment rationale, these memos are designed to equip you with all the information needed to make your next informed decisions.
ADVANTAGES
Our Solution, Your Success
Connect with other family offices
Efficiently identify relevant pitches
Receive memos for opportunities with a very high likeliness score
Benefit from rapid, tailored insights for faster analysis of your deal flow
Access expert advice at a low cost
