Operating capability beside the capital.
Geneva has no shortage of capital. What a family office, a wealth manager or a fund often lacks is someone who has run the kind of company it is backing.
Where investors need an operator
For investors and family offices, the need tends to take one of these forms:
Diligence needs an operator
A person who has operated a business like this and can judge whether the plan holds up, speaking the founders' own language.
A holding needs a seat filled now
The finance lead has gone, the next step is close, and the search will take a quarter.
The board needs an independent voice
Co-investors, lenders and supervisors want to see governance that does not rest on the owner's say alone.
The firm itself needs structure
An independent manager or office may itself be licensed or supervised, and its own controls, reporting and succession are rarely examined as closely as its portfolio.
An operator from our collective of 800+ can take on diligence, a portfolio role, the firm's own operations or an independent board seat, engaged on a services mandate between two companies.
Who this is for, and who it is not
Best for
- Adding operational value to investees without taking on management risk
- Giving founders a vetted operator you can refer with confidence
- Supporting several portfolio companies from one standing relationship
- Professionalising an investee while respecting its existing culture
- Staying in your governance role while the engagement is run for you
Not for
- Installing a controlling manager to run the company for you
- A single one-off introduction with no ongoing oversight
- Investors who want to direct day-to-day operations themselves
- A freelancer directory rather than a managed engagement
The operator, and our part
A family office or fund wants to know who is in its seat and who is watching it. We stay alongside the operator until the mandate ends.
Reporting beside the operator
We report to the investment team alongside the executive, and name a gap against the plan the moment it shows.
Breadth across a portfolio
A holding's problem that crosses finance, operations and people can go to colleagues across our collective of 800+.
Replacement with context
Nobody is held in reserve for you. Our up-to-date brief means a new operator search, if one is ever needed, opens with the holding's full background.
Fit with the holding
We match on the investment case and the managers in post. An operator the founders will not work with cannot deliver the plan.
The partnership model
One relationship. Portfolio-wide coverage.
Establish the standing relationship
We understand your investment thesis, your portfolio, and the types of leadership gaps most common across your investments.
You introduce us when needed
When a portfolio company needs operational leadership, you make the introduction. We handle everything else.
The right operator, fast
Discovery, matching, scoping, engagement management, and ongoing oversight, without you managing or coordinating it.
Visibility without burden
Lightweight reporting to you, not operational detail, but confidence that the engagement is performing. Investor-grade oversight without investor-level involvement.
Support by investor type
Different investors carry different portfolio needs. We match the operator to the need and manage the engagement, so it never lands back on you.
The operators we embed in your portfolio companies
Every operator is matched to the portfolio company's stage, sector and challenge.
Trusted across
