Alternative Ratings

360º Due Diligence:

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- Quantitative & Qualitative
- Operational
- Legal
- Peer Group Analysis
- Alignment of Interests
- Governance
- Transparency
- ESG Principles Integration

Alternative Analytics:

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(in partnership with Colmore)

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- Portfolio Monitoring System
- Bespoke Reporting 
- Cash Flows Projections & Look Through 

- Fee Validation

Consultancy:

- Project Focus & Process in Alternatives

- Market Intelligence
- Access to Niche-type of Opportunities:

Low-middle Market Opportunities
Secondaries & Co-Investments
Real Assets

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- Quality Assurance/Product Governance
- Manager Selection for Mandates
- Sustainability & Impact Investing

MONITORING
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Knowledge Center 

PROFESSIONAL CLIENTS

VALUE ADDED

Our TARGETS ARE:

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• Family Offices Professionals

• Endowments

• Foundations

• Boards & Trustees

• Investment Professionals

• Fund Selectors

• Other Institutional Investors

Our CLIENTS NEED:

• A Transparent Service

- Non-conflicted relation with Distributors

- Manager - Investors Alignment Validation
- Systematic Access to Information & Costs
 

• A Robust Due Diligence Process

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- Multi-Task (Operational, Legal, Investment)
- Multi-Asset on Liquids & Illiquids
 

• Un-biased Access to excellent Specialists

- Very Robust Track-record in Alternative Investments with > 80-yrs. in collective team experience

• Bespoke & Specialized Education

OUR TEAM

SERGIO MIGUEZ

FOUNDING PARTNER

& LEAD MANAGER

ALFONSO ROA

FOUNDING PARTNER

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PATRICIO PALOMAR

HEAD OF REAL ESTATE INVESTMENTS

MIGUEL ÁNGEL VILLOSLADA

EXTERNAL ADVISOR

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