SRF Management
Private investing advisory for institutional investors
Family Offices and MFOs
Pension Funds
Endowments and Foundations
OCIOs
Focus Areas
Direct investing and co-investing
Fund investing
Alternative asset allocation strategy
Manager identification, evaluation, selection and monitoring
Private Portfolio triage / workout / optimization
Many family offices have more opportunities for direct investments than they have in-house capabilities. SRF can fill that gap with decades of institutional venture investing experience. With SRF, you can access what you need without committing to an in-house capability.
SRF can help:
sort wheat from chaff
perform rigorous diligence
structure deals, plan for reserves
serve on boards
take deals all the way to liquidity
... and it does so within the context of a family’s investment goals for the asset class.
SRF can also help work out or rationalize existing portfolios
Assessment, structuring, and management of direct investments, especially those requiring an in-depth understanding of complex technologies
Devising and implementing alternative asset allocation strategies for investments in funds, secondaries and direct investments
Analysis and screening of business models, technologies, and markets
Sourcing, evaluating, or managing investment opportunities
Identifying, tracking, selecting, evaluating, and monitoring investment managers
+1 917 810 8619