Structuring & Strategic Planning

Structuring & Strategic Planning

Services Offered

A well-defined structure is the foundation of successful startup investing. We help set up the right vehicles and frameworks, including Trusts, that align investments with long-term objectives and family priorities.

  • Tailored investment vehicles: Establish Trusts, LLPs, SPVs, or fund entities dedicated to startup portfolios, ensuring compliance, tax efficiency, and governance.
  • Capital allocation frameworks: Define clear rules for deploying wealth across stages, sectors, and geographies, balancing growth opportunities with portfolio stability.
  • Entity setup support: Assist in forming and operationalizing dedicated investment entities aligned with family office goals.
  • Governance models: Create structures that ensure accountability, protect promoter interests, and allow decision-making flexibility.
  • Strategic roadmaps: Develop long-term plans that connect startup investments with family wealth preservation and generational goals.

Execution Process

01

Needs assessment

Define goals, focus, and risk appetite

02

Structuring

Build vehicles and governance models

03

Portfolio setup

Establish MIS and reporting

04

Oversight

Monitor risks, performance, and allocations

05

Exits

Plan and execute optimal strategies

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Get in Touch with Us

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FAQ’S

Frequently Asked Quetions

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  • Do you only manage startup-related investments?
    While startup focus is strong, we also advise on diversification and governance.
  • How do you handle succession planning?
    By creating governance frameworks and reporting systems for continuity.
  • Can you manage multiple portfolios?
    Yes. We monitor, review, and optimize across investments.
  • How do you ensure compliance?
    Through close coordination with tax, legal, and regulatory experts.
  • Do you plan exits?
    Yes. We assist in M&A, secondary sales, and liquidity events.