Access to Private Investment Opportunities
Access to Charted Waters
Private Investments and Deal-Flow Management
Access creates value only when supported by independent selection. In private markets, advantage is defined not by the volume of opportunities received, but by the quality of their origination, the depth of due diligence and the discipline of decision-making. Catamaran Family Office originates, evaluates and manages a curated pipeline of private investment opportunities across Private Equity, Venture Capital, Growth Equity, Pre-IPO, Real Assets and Private Credit.
We act exclusively in the interests of the principal and the family: aligning each opportunity with the family’s investment policy, assessing risks and participation terms, coordinating independent due diligence and ensuring controlled transaction execution.
Engagement Formats and Capabilities:
Selection and Investment Assessment: We systematically review opportunities sourced from funds, asset managers, entrepreneurs, banks and trusted professional partners, excluding those that do not meet the family’s established criteria. For selected transactions, we prepare analytical materials covering the investment thesis, key assumptions, return structure, risk factors, scenario analysis and matters requiring further verification.
Access and Allocation Coordination: Through our international network of institutional partners, we facilitate the consideration of opportunities available to a limited group of qualified and professional investors. Participation and allocation size remain subject to the terms of each opportunity, regulatory eligibility, investor profile and the decision of the transaction sponsor. We coordinate commercial, financial, legal, tax, technological and reputational due diligence with specialised advisers. Particular attention is given to management quality, source of capital, corporate governance, investor rights, dilution, liquidity and the feasibility of exit scenarios.
Club Deals and Investment Structures: or direct and co-investments, we coordinate the establishment of legally segregated structures aligned with the relevant jurisdiction, tax profile and participant requirements. Transaction architecture may include SPVs, governance arrangements, decision-making procedures, cost-allocation mechanisms, minority-investor protections and transparent disclosure of beneficial ownership.
Structuring and Execution: We coordinate the entire process—from negotiating the term sheet and appointing advisers to executing documentation, transferring funds and formalising ownership rights. Legal and tax opinions are provided by appropriately licensed professionals. Following completion, we oversee the fulfilment of obligations, capital calls, reporting, corporate actions, covenant compliance, valuation developments and potential liquidity scenarios. All information is integrated into the family’s consolidated reporting, providing the principal with a unified view of public and private assets.