Investment mandate and exclusions
Record liquidity needs, concentration limits, ticket range, sectors and the roles of the family, office and external advisers.
Investor and transaction services
Family office investment and acquisition support
Define the family mandate, compare direct investments and acquisitions, and organise the evidence required for the principal or investment committee to decide.
A defined mandate
Turn a family investment mandate into a disciplined screening and decision process.
Define the family mandate, compare direct investments and acquisitions, and organise the evidence required for the principal or investment committee to decide.
Start with the decision you need to make, your role and authority, target sectors and markets, ticket range, timing and the information available. The engagement scope should identify the work Matchpoint undertakes and any independently appointed specialist work.
Direct investment and acquisition screening
Screen the business, asset or fund against the agreed mandate; record evidence, unresolved issues and rejection reasons.
Governance and minority-rights review
Compare information rights, reserved matters, related-party arrangements and exit routes with qualified legal advisers.
Investment-committee evidence pack
Bring the investment thesis, valuation assumptions, downside cases and open decisions into a reviewable pack.
Start with a scoped diagnostic
Mandate brief; prioritised screening matrix; diligence workplan; investment-committee decision pack.
Discuss this engagementEvidence to bring
Provide the mandate or investment thesis, authorised decision-makers, existing adviser appointments, available financial and operating information, constraints, timing and the specific decision requiring support.
Proof and delivery requirements
Before engagement, confirm the named delivery lead, relevant experience, permitted references, specialist qualifications, document access and sample deliverable structure. Any transaction or performance claim requires verifiable source evidence and permission to use it.
Delivery responsibilities
Confirm who represents the family, who can approve an investment and which advisers already have mandates. Treat family capital, office operating resources and investee-company information as distinct evidence sets.
GCC and cross-border mandates
Define the scope for the UAE, Saudi Arabia, Kuwait, Qatar, Bahrain, Oman and any wider international market relevant to the mandate. Assess local ownership, investment, promotion, data, tax and execution requirements with qualified advisers. Country references describe the intended assessment scope.
Capital markets ecosystem
Investment roles, structures and decision criteria
Explore the participants and transaction options relevant to this practice. Each entry sets out a discussion scope, decision checks, a paid engagement starting point and the specialist responsibilities to confirm.
Angel and Family Capital
Family OfficesCME-004 · Angel and Family Capital · Equity Investor
- Ecosystem role
- Equity Investor
- Related asset class
- Private equity
- Instrument context
- Ordinary or preferred equity
Mandate context: pre-seed, seed and founder-led businesses. The structure and rights are established by the specific transaction documents.
Decision focus: Capital authority, founder alignment and follow-on capacity.
- Decision-maker authority and source of capital
- Dilution, ownership rights and follow-on funding
- Founder dependency, liquidity and exit assumptions
Scope to discuss: Investor strategy, opportunity screening, fund or direct-deal diligence and capital access.
Paid engagement entry point: investor thesis and mandate brief; followed by screening, diligence or transaction execution.
Illustrative GCC scenario: An illustrative UAE founder investment can be screened for shareholder rights, governance, information access and follow-on needs before a family principal reviews terms. This is a hypothetical decision example.
What should be agreed before a mandate involving Family Offices?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.
Discuss a paid scopeSingle-Family OfficesCME-005 · Angel and Family Capital · Equity Investor
- Ecosystem role
- Equity Investor
- Related asset class
- Private equity
- Instrument context
- Ordinary or preferred equity
Mandate context: pre-seed, seed and founder-led businesses. The structure and rights are established by the specific transaction documents.
Decision focus: Capital authority, founder alignment and follow-on capacity.
- Decision-maker authority and source of capital
- Dilution, ownership rights and follow-on funding
- Founder dependency, liquidity and exit assumptions
Scope to discuss: Investor strategy, opportunity screening, fund or direct-deal diligence and capital access.
Paid engagement entry point: investor thesis and mandate brief; followed by screening, diligence or transaction execution.
Illustrative GCC scenario: An illustrative UAE founder investment can be screened for shareholder rights, governance, information access and follow-on needs before a family principal reviews terms. This is a hypothetical decision example.
What should be agreed before a mandate involving Single-Family Offices?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.
Discuss a paid scopeMulti-Family OfficesCME-006 · Angel and Family Capital · Equity Investor
- Ecosystem role
- Equity Investor
- Related asset class
- Private equity
- Instrument context
- Ordinary or preferred equity
Mandate context: pre-seed, seed and founder-led businesses. The structure and rights are established by the specific transaction documents.
Decision focus: Capital authority, founder alignment and follow-on capacity.
- Decision-maker authority and source of capital
- Dilution, ownership rights and follow-on funding
- Founder dependency, liquidity and exit assumptions
Scope to discuss: Investor strategy, opportunity screening, fund or direct-deal diligence and capital access.
Paid engagement entry point: investor thesis and mandate brief; followed by screening, diligence or transaction execution.
Illustrative GCC scenario: An illustrative UAE founder investment can be screened for shareholder rights, governance, information access and follow-on needs before a family principal reviews terms. This is a hypothetical decision example.
What should be agreed before a mandate involving Multi-Family Offices?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.
Discuss a paid scopeStrategic and Financial Buyers
Family OfficesCME-101 · Strategic and Financial Buyers · Buyer
- Ecosystem role
- Buyer
- Related asset class
- Private equity
- Instrument context
- Share or asset purchase
Mandate context: business acquisitions, platform investments and add-on transactions. The structure and rights are established by the specific transaction documents.
Decision focus: Acquisition fit and the evidence required to proceed.
- Strategic thesis and target criteria
- Valuation, funding and seller readiness
- Control, integration capacity and execution conditions
Scope to discuss: Buy-side target search, screening, valuation, diligence and acquisition execution.
Paid engagement entry point: acquisition thesis and target-screening sprint; followed by diligence and deal execution.
Illustrative GCC scenario: An illustrative UAE buyer considering a Saudi target can compare strategic fit, ownership, funding, approvals and integration requirements before authorising an approach. This is a hypothetical decision example.
What should be agreed before a mandate involving Family Offices?
Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.
Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.
Discuss a paid scopeFurther reading on diligence, market frameworks and applicable requirements. These resources do not verify an individual mandate or Matchpoint permission.
Engagement questions
What is the first paid engagement?
Mandate brief; prioritised screening matrix; diligence workplan; investment-committee decision pack.
How are scope, fees and specialist responsibilities agreed?
Confirm who represents the family, who can approve an investment and which advisers already have mandates. Treat family capital, office operating resources and investee-company information as distinct evidence sets. Agree the deliverables, named providers, timetable, evidence access and fee terms in writing before work begins.
