Access to Private Investment Opportunities
Access to Charted Waters
Private Investments and Deal-Flow Management
Access creates value only when it is supported by independent judgement and rigorous selection. In private markets, advantage is determined not by the number of opportunities presented, but by the quality of their origination, the depth of due diligence and the discipline applied to every investment decision.
Catamaran Family Office originates, assesses and manages a carefully curated pipeline of private-market opportunities across private equity, venture capital, growth equity, pre-IPO investments, real assets and private credit.
We act solely in the interests of the Principal and their family. Each opportunity is considered against the family’s investment policy, risk appetite, liquidity requirements and long-term objectives. We assess participation terms, coordinate independent due diligence and oversee the transaction through to completion and ongoing monitoring.
Engagement Models and Capabilities
Opportunity Selection and Investment Assessment: We systematically review opportunities sourced through funds, asset managers, founders, banks and trusted professional partners, filtering out those that do not meet the family’s agreed investment criteria.
For shortlisted opportunities, we prepare clear and decision-focused analysis covering the investment thesis, principal assumptions, return profile, material risks, scenario analysis and matters requiring further investigation.
Access and Allocation Co-ordination: Through our international network of institutional partners, we facilitate access to selected opportunities available only to a limited group of eligible, professional or sophisticated investors.
Participation and allocation remain subject to the terms of each opportunity, applicable regulatory requirements, the investor’s eligibility and the transaction sponsor’s approval.
We co-ordinate commercial, financial, legal, tax, technical and reputational due diligence with appropriately qualified specialist advisers. Particular attention is given to management quality, sources of capital, corporate governance, investor rights, dilution, liquidity and the credibility of proposed exit scenarios.
Club Deals and Investment Structures: For direct investments and co-investments, we co-ordinate the establishment of legally segregated structures suited to the relevant jurisdictions, tax considerations and participant requirements.
Transaction architecture may include special-purpose vehicles, governance arrangements, reserved matters, decision-making procedures, cost-allocation mechanisms, minority-investor protections and transparent beneficial ownership reporting.
Transaction Structuring and Execution: We co-ordinate the process from term-sheet negotiation and adviser appointment through to documentation, funding and the formal registration of ownership rights.
Legal, tax and regulated investment advice is provided by appropriately authorised independent professionals.
Following completion, we oversee capital calls, reporting obligations, corporate actions, covenant compliance, valuation developments and potential liquidity or exit scenarios. All relevant information is incorporated into the family’s consolidated reporting, giving the Principal a unified view across public and private assets.