Our Services: Direct Investment

Direct Investment Management for Family Offices and Entrepreneurs

Our Direct Investment Management Services

Many of our clients appreciate the significant commercial opportunity which lies in investing in early-stage businesses. Through our direct investment services, we are able to negotiate, implement and manage direct investment in businesses in the United Kingdom, building portfolios, incubator and accelerator programmes which align with our clients’ existing businesses and ethical/moral objectives.

Designing Your Portfolio

We work with you to develop a mission and vision for your direct investment portfolio, establishing parameters for your chosen style of investments, and any particular non-commercial requirements (be they for specific demographics, ethical orientations, sectors or industries), as well as building a risk structure and profile with which you are happy.

Following this, we work with you to template a standardised suite of investment documents, corporate constitutions and reporting methods so that you can manage your direct investments on a harmonised basis with a minimum of administrative overhead.

Management of Applications & Pitches

Using our proprietary virtual family office software, we process and issue reports on applications to your scheme, both legally and commercially, and then handle the due diligence and information-gathering elements of the investment pitch process.

The Pitches

Once the applicants have satisfied our early due diligence process, and we have agreed in principle the stake on offer and the value of investment required, along with any non-monetary terms, we host private ‘Dragon’s Den’-style events, where those applicants are invited to pitch their ideas/concepts/businesses to you for inclusion in your portfolio.

Due Diligence / Legals

For those applicants who are successful, we proceed to comprehensive financial and legal due diligence. In tandem with your accounts teams, we are able to protect your position and negotiate specific covenants, warranties and representations to deliver the maximum in investor value in the short, medium and long term, ensuring that your target exit strategies are both viable and protected.

Closing

Recognising that closing ceremonies carry a significant symbolic value, we organise seamless and sophisticated closing events, providing suitable venues where required, to get your new working relationship off to the best possible start.

Ongoing Investor Director, Monitoring & Support Services

With your investments made, we handle all post-closing administration, from the registration of charges and debentures to the various corporate and financial filings required. We are then able to assist with the integration of your investee-ventures into your existing infrastructure, including accounting, reporting, information technology and other reporting systems.

To assist with the development of your investee ventures, we are also able to offer packages of ongoing strategic and legal support, as well as shareholder representation on their boards, so that you can be confident in their ongoing corporate and legal governance.

Existing Clients

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Become a Client?

We typically cater to high net-worth families and individuals with net assets valued in the £20m-£500m range.  If you would like further information on our services, please contact us using our form.

Briefing Notes

We invite you to read some of our briefing notes and answers to frequently asked questions below.  If you would like any further information on the subject-matter or content of these, please do not hesitate to get in touch.

The Pros and Cons of a Virtual Family Office

The Pros and Cons of a Virtual Family Office A virtual family office is a progressive evolution of the single family office. It aims to tackle some of the issues that single family offices face by outsourcing a large amount of (principally operational) work, helping...

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In the Press / Media

From time to time, we are invited to comment on recent developments in the luxury/wealth-management spheres.  Below is a sample of some of those articles.  If you would like any further information on the subject-matter or content of these, please do not hesitate to get in touch.

dos&co » Our Services » Wealth Management » Direct Investment Management
dos & co

From young high-earners to long-established family offices, we work hard to understand your values and goals and, drawing on years of experience as trusted advisers, deliver tailored solutions which match your way of working.

1-6 Yarmouth Place, Mayfair, London W1J 7BU
Tel: +44 (0)203 167 8727