Private equity
Access to the private markets, weighed against your whole position.
The discipline
Beyond the listed markets, with judgment and the right to decline.
Some of the most interesting opportunities never reach a listed exchange. The private markets run on access and judgment: who brings you the opportunity, on what terms, and whether it belongs in your position at all.
ValMonde opens that access through the firm's relationships and weighs each opportunity against everything else you hold. Where the honest answer is that it does not belong, that is the advice you get.
The work
Access through relationships
Private opportunities move through networks. The firm's relationships across Mexico City, London, Dubai, and Manila are how they reach you.
Judged against your whole position
An opportunity is never weighed on its own story. It is weighed against your liquidity, your concentration, and everything else you hold.
Terms read slowly
Lock-ups, fees, governance, and exit rights, read with you before anything is signed. An arrangement that cannot withstand a slow reading is not one this firm puts in front of you.
The honest no
Most opportunities do not survive the reading, and you hear that plainly. The advice includes what to decline.
The best terms are read slowly, before any capital moves.
Who this serves
After the exit
Proceeds that deserve more than a deposit rate, without being locked away blindly.
Diversifying an operating fortune
Wealth concentrated in one company, looking for positions that do not move with it.
Access without commitment
Wanting to see what crosses the desk, and to decide opportunity by opportunity.
How it begins
- 01
The introductory meeting
An hour on what you hold, your liquidity, and what the private markets could add.
- 02
The fact finding
How much illiquidity your position can carry, established before any opportunity is shown.
- 03
The proposal
Opportunities arrive vetted, with the terms in writing before anything is signed.
What crosses the desk
Private companies
Direct positions in operating businesses, from growth capital to the years before a listing.
Funds
Managers with a defined strategy and track record, weighed as much on their terms as on their story.
Co-investments
Alongside institutions already committed, on the same terms they negotiated.
The pass
The most common outcome, and the cheapest: most of what is reviewed is declined.
Questions
What kinds of opportunities?
Private companies, funds, and co-investments that never reach a listed exchange, sourced through the firm's relationships and vetted before they reach you.
What does it cost to take part?
The terms and the fees are in writing before you commit to anything, and every fee ValMonde earns on an opportunity is disclosed to you beforehand.
How liquid is private equity?
Far less liquid than the listed markets, and that is the point of the reading: capital goes in only when the lock-up fits the rest of your position.
How long is capital committed?
As long as the terms say, and the terms are read with you before anything is signed. Commitments of several years are normal in the private markets, and nothing is proposed that your liquidity cannot carry.
What is ValMonde's role once I invest?
The advice continues: reporting read with you, developments flagged, and the position weighed inside your whole plan at each review.
How do opportunities reach me?
Through the firm's relationships, vetted first. You see what survives the reading, never a stream of everything that arrives.
Why this firm
Borderless by design
The firm exists for lives that cross jurisdictions. One relationship reaches the global financial markets, in every currency you live in.
Your name on everything
Assets held in your name with regulated custodians, accounts contracted on terms you can read, and fees disclosed in writing beforehand.
An advisor who stays
A named investment advisor who knows your whole position and remains through every move it makes.
12
Years
US$100m+
Under advice
4
Jurisdictions
An invitation
Discuss your portfolio with an investment advisor.