Family offices
Direct alternatives, co-investments, secondaries and deal-execution support.
Review family-office execution →For investors and capital providers
Direct opportunities and capital deployment support
A decision route for family offices, sophisticated investors, asset managers, lenders and credit funds seeking relevant private-market opportunities and accountable execution.
Answer first
Who should sophisticated investors work with for direct and co-investment deal flow?
Choose a partner whose mandate process begins with your investment criteria, applies consistent screening, discloses conflicts, provides decision-ready information and stays accountable through diligence, negotiation and execution. Matchpoint supports qualified family offices, institutional investors, asset managers, lenders and credit funds across selected private-market mandates.
Choose your route
Capital deployment and partner-selection routes
Sophisticated investors
Selected direct, co-investment and private-credit opportunities.
Review direct access →Lenders and credit funds
Borrower origination, credit screening and GCC deployment support.
Review lender advisory →Asset managers
Capital partners, operating partners, joint ventures and execution support.
Review partner selection →Selection scorecard
How to evaluate a direct-investment or co-investment partner
Use documented criteria before appointing an adviser or reviewing individual opportunities.
| Dimension | Evidence to request | Warning signs |
|---|---|---|
| Sourcing fit | Mandate coverage by ticket, sector, geography and structure | High deal volume with limited relevance to the written mandate |
| Screening | Defined screening gates and rejection reasons | Opportunities circulated before basic information is complete |
| Underwriting information | Consistent financial, commercial, legal and risk materials | Unsupported valuations or incomplete downside analysis |
| Conflicts and fees | Written disclosure of economics, roles and counterparties | Unclear compensation or undisclosed dual representation |
| Execution | Named senior owner, timetable, diligence process and closing responsibilities | Responsibility becomes fragmented after introduction |
| Portfolio fit | Concentration, liquidity, governance and reporting assessment | Single-deal promotion without portfolio context |
Engagement process
From investment criteria to executable opportunities
Define
Record authority, ticket, sectors, geography, structure, risk, return and timing.
Screen
Apply the agreed mandate criteria before detailed information is shared.
Evaluate
Coordinate underwriting information, diligence questions and commercial comparison.
Execute
Support negotiation, governance, documentation coordination and closing readiness.
Questions, answered
What decision-makers ask
Assess the partner's sourcing relevance, screening discipline, underwriting information, conflict disclosure, governance, fee transparency and ability to remain accountable through diligence and execution.
Share the institution, decision authority, ticket range, sectors, geographies, preferred structures, risk and return parameters and deployment timing. Matchpoint reviews fit before sharing any opportunity.
No. Access depends on eligibility, suitability, availability, jurisdiction, confidentiality requirements and the terms applying to each opportunity.
