Family Office
Capital & Asset Alignment

Requirement first.
Relevance before introduction.

Capital & Asset Alignment complements Single and Multi-Family Offices through private-market research, filtering and controlled introductions.

How It Works →
×

Not an open
deal marketplace

◇

Not an unrestricted
opportunity feed

□

Does not replace
your CIO or advisors

◎

Built to protect
your investment-team capacity

We don't replace your existing infrastructure.
We extend its field of vision.

The process — from requirement to controlled introduction

Formal launch: January 2027. Family Offices can already enquire with an active investment requirement.

01
Confidential Registration
Initial information about your organisation, investment activity and current requirements.
02
Preliminary Qualification
We assess whether there is a credible basis to proceed.
03
45-Minute Specialist Intake
A senior specialist defines your active requirement, its context and relevant parameters.
04
Requirement Acceptance
We assess whether the requirement is clear, actionable and suitable for our service.
05
Terms & Activation
Participation follows requirement acceptance, agreed commercial terms and the relevant agreement.
06
Continuous Intelligence
AI researches, evaluates and filters potential candidates against your requirement.
07
Evidence Before Attention
Only credible, well-evidenced Alignments progress.
08
Specialist Review
A human specialist reviews AI output and determines whether to proceed.
09
Controlled Disclosure
Information is shared on a controlled basis.
10
Bilateral Interest
Both sides must want to progress.
11
Controlled Introduction
We facilitate the introduction. Your due diligence and decision-making remain fully in place.

Before the Search Begins

Enough context to assess relevance, with further detail discussed during the specialist intake.

Active
Requirement

Your organisation, decision-making role and a concrete investment or acquisition requirement.

Relevant
Parameters

Asset class, sector, geography, ticket size, structure and timing, with exclusions where relevant.

Confidential
Qualification

Initial registration does not require your full portfolio or unrestricted confidential information or a commitment to transact.

AI does not replace the CIO's judgment.
It protects the CIO's capacity to exercise it where it matters most.

Our five-year ambition

To demonstrate a measurable reduction of at least 10% in selected private-market capability gaps among participating Family Offices in the areas Capital & Asset Alignment is designed to support.

An ambition. Not a promised outcome.