Who We Are
Our team has over 30 years of collective experience in consulting the financial services space. Over that time we've developed expertise, relationships, and research methodologies that can make a meaningful impact to client outcomes.
Who We Work With
We work with US-based small to mid-market asset managers and operators. Our clients are a mix of individuals and firms.
Our Approach
In an efficient world awash with data and intelligent computing power, we believe sustainable alpha is generated by applying expert, qualitative analysis to high quality, proprietary data.
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We leverage a latticework of human-centric mental models to generate unique insights about where future capital will be deployed. We deliver these insights to clients to help them make better allocation decisions.
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We apply the same rigor to helping our clients grow their business and optimize their operations.
Small by Design
We keep our client base small, accepting a minority of potential clients, so we can focus on deep relationships that produce compelling results.
How It Works
1
Free Consultation
We learn about your specific desired business outcomes, get your questions answered, and decide whether we are a fit to work together.
2
Strategy Call
We deliver a robust, strategic plan, and align on engagement details and expectations.
3
Activate Our Engagement
Initialize our engagement, and begin our onboarding process.
