At Transparent, we have 200+ years of collective experience to help you design, build and execute a strategy followed by execution by any type of Limited Partner including Family Offices, UHNIs, Pension Funds, Hedge Funds, Insurance Companies or any other Corporates & Institutions, resulting in a best risk : reward managed growth.
When liquid assets grow to a point, it becomes evident that a systematic, organised framework is essential to generate superior investment returns with managed risk. In the late 19th century, creators of large manufacturing empires were some of the first to recognise the need for family offices. However, today we observe professionals as well as founders of various industries forming family offices, especially following a significant liquidity event.
It is widely acknowledged that a well-crafted strategy, management direction, and competent execution teams are essential for the growth of a business. Adopting this same approach at a personal level dramatically changes the trajectory of wealth creation for any type and size of Limited Partners.
Our wide range of Investment management services include the following:
Some LPs reach a point where effectively managing their accumulated capital may be best served through setting up a managed investment fund. We recognise that everyone’s financial planning needs are different, so you can expect a very personal service focused on the achievement of your aims, with regular reviews available and planning for ‘what if’ scenarios. Transparent’s Investment Management Services are based on the unique requirements and mandate of any type & size of Limited Partners across the globe.
Transparent is experienced in guiding the decision-makers of substantial private capital, whether by inheritance, business growth or exit. Our professional team members who are experienced in dealing with complex financial affairs involving substantial income or assets, evaluate the needs based on the risk return matrix selected by the LP, before chalking out a robust plan with a strict asset allocation principle.
Capital appreciation with calculative risk should be the priority for every LP, and we assist them achieve the same by offering solutions that achieve the right risk-return balance. Consistently maintaining a close track of the current market trends, we are able to unearth genuine investment opportunities for them. With our extensive network across leading financial institutions and fund houses globally, we ensure that there is a robust deal flow of the most lucrative opportunities in the market.
How we help?
Corporate and transaction services delivering corporate ambitions through M&A, disposals or fund raising expertise.
Financial modelling preparing business plans, supporting fundraising ambitions and assisting in sectors where specialist regulatory knowledge is required.
Company valuations expertise in valuation requirements for buying and selling a business, transferring shares, financing or restructuring and litigation or dispute resolution.
Recovery and restructuring for growth turnaround, recovery and insolvency services covering a range of situations.
Complex financial reviews establishing an informed perspective of your current situation against your financial aims
Cashflow modelling assists in planning for various scenarios and in identifying, achieving and maintaining financial goals
Transparent offers a customized approach to investing in private equity opportunities for the LP’s needs. Our advisory assistance ranges from listed equity to new generation early stage ideas. We assist by helping in building a strong, well-structured investment foundation in private equities.
Over the years, we have established close networks with private equity providers and built deep analysis in the market trends and opportunities. Our global resource and unique business model brings value addition to the private equity investments.
Angel Investments are a critical part of any start-up ecosystem, providing the right support and opportunity to future entrepreneurs of the world. It brings the right mentor-ship and push to attract funding from venture capitalists in the future. However, becoming an angel investor is not meant for everyone, as much as people may want it to be.
Angel Investing is a high-risk venture; the motivation should ideally be anything other than prominent return on investment. If you are keen on developing your business skills as an angel investor, it is important to create a systematic approach and build a balanced portfolio to increase your chances of return.
Transparent brings the combination of experience and research capabilities to ensure that the LP is provided with the best opportunities for investment in the start-up industry.
With this aim, we have curated worlds first of its kind unique StartUP Analysis Service for Fundraising, Internal Cash Flow Management & Fund Syndication Check & Fund My StartUP where we analyse the startups based on numerous parameters stepping into the shoes of potential Angels / VCs.
Social Impact Investing brings together two of the most compelling opportunities to LPs : leveraging business investments in order to make a difference to the world. LPs can bring their experience and drive to build their legacy by working towards creating a social impact on society, the benefits that can be enjoyed by future generations.
Transparent provides the right direction to any LP and assists in identifying key partners and consultants in the relevant space of interest.
Transparent is a globally networked investment banking boutique firm focused on providing services to corporates, startups, funds and family offices across the globe.
