In an environment where markets are moving fast with very local and global dynamics, Private Equity Investment Programs require accurate market intelligence, careful analysis, thorough due-diligence and best in class standards.
Based on a concrete extensive experience in private equity investments, fund managers scouting, selection and coaching as well as institutional investors & family offices relations, CapField aims at offering truly independent and customized investment advisory solutions.
The approach, aiming at maximizing performance based on the strategies defined with the investors, is mainly centered around the most appealing small and mid-markets segments, close proximity and relationships with fund management teams, a focus on investment strategies, investee companies and value creation models, a sensitivity to the local insights coupled with a global reach and a focus on best practices in all areas of operations.
Trusted advisor to implement customized
What is CapField offering?
Assistance in designing and implementation of private equity programs
Advisory in investment strategy definition or redesign to meet the investor' objectives and constraints: investment horizon, risk level, objectives of annual return, liquidity…
Advice in building customized portfolios
Review, due-diligence and recommendation of fund investment opportunities
Review due-diligence and recommendation of direct co-investment opportunities
Analysis and valuation of existing portfolio
Recommendation in active portfolio management and rebalancing of existing allocations and portfolios
Support in portfolio and investments implementation
Portfolio monitoring, rating and assessment of future performance
Holding of consultative or advisory board members positions
CapField positions itself as the preferred partner of the investor in-house management team and can also support in team organization and development.