We have developed an outstanding profile of professionally vetted investment partners.

Investment sourcing or origination is a term used by finance professionals such as private equity investors and investment bankers to describe the process by which firms identify investment opportunities. The term can apply to venture capital or private equity.

We have searched the globe for value-aligned networks of investors, impact intermediaries, impact banks, investment advisory firms, incubators, and fund managers who will allow for co-investment, or for the selection of specific investment opportunities.

Investment sources and intermediaries in the space come in all shapes and forms—for example, academic institutions, nonprofits, and for-profit companies.

One of the unique roles we have developed is to source opportunities from around the globe from investors and intermediaries. 

Our profile of investment partners contains a variety of professional Financial Conduct Authority (FCA) registered high-net-worth individuals, family offices, philanthropists, investment banks, private investors, institutional investors, development agencies, government agencies, international loan providers, grant providers, and their mandates.

We analyse potential investors’ investment history, so you can get a clear idea of where your interests are aligned.

We study specific areas incorporating:

  1. Where investors’ get their funding
  2. What their investment track record looks like
  3. What their investment directives are
  4. Their appetite for risk
  5. The returns they usually aim to achieve

Need the help of an expert?

We deliver an international background to a local setting.


Our virtual (remote) approach to our clients is extremely cost-effective.

We offer a virtual opportunity to access professional and experienced investment resources to assist you in your efforts to structure the interest in your business plan.

Research is essential to find, attract and retain an investor who gives you the funding you need and lends you the support to be innovative, productive, and profitable.


We provide expertise and advice on an ongoing basis at the touch of a button only when you need it.


Our relationships provide us with a platform to create long-term investment success.

Your investment partner is likely to be able to provide funding, a broader network, and economies of scale. Beyond these, however, you will also decide on your most important benefits (must-haves), so you can target the structure of the investment that can offer you the best fit.

In strengthening a relationship, the investment criteria are derived in the form of discussions, negotiations, and the agreed conditions within a contractual relationship for the development of a beneficial equity or debt investment funding relationship.

As a business owner, the idea of accepting expertise and investment from an outside investor can seem like a complete win for you and your business.

The truth of whether it’s actually a benefit for you, however, is often determined by the structure of the investment and the contractual relationship with that investor.

There are a number of important clauses and conditions that you need to understand and negotiate before you can complete a contract with an investment partner.

When negotiating, clauses and conditions will work in both parties favour.

We manage your understanding of the implications in each of the clauses and conditions in the structure of your investment contract.

In most cases, a post-investment reporting plan is also required to satisfy certain conditions placed in the contract.

We offer a complete package to manage and protect your investment relationship.