Policy and mandate fit
Translate policy limits into permitted assets, jurisdictions, structures, exposures and approval gates.
Investor and transaction services
Institutional investor transaction and diligence support
Scope private-market opportunity screening, manager diligence and transaction support around the institution's investment policy, delegated authority and evidence requirements.
A defined mandate
Give investment committees a traceable decision record.
Scope private-market opportunity screening, manager diligence and transaction support around the institution's investment policy, delegated authority and evidence requirements.
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.
Manager and direct-deal diligence
Define the information request, evidence standard and specialist review needed for a fund, asset or company investment.
Risk and governance review
Identify leverage, liquidity, concentration, valuation and conflicts for committee challenge.
Decision and monitoring support
Present assumptions, unresolved findings, proposed conditions and reporting responsibilities in a consistent committee format.
Start with a scoped diagnostic
Investment-policy fit diagnostic; diligence scope; evidence and risk register; committee-ready materials.
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 procurement, authority, reliance rights and the institution's existing adviser mandates. Legal, actuarial, tax, audit and regulated investment decisions remain with the appropriately appointed parties.
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.
Institutional and Strategic Capital
Sovereign Wealth FundsCME-026 · Institutional and Strategic Capital · Equity Investor
- Ecosystem role
- Equity Investor
- Related asset class
- Alternatives
- Instrument context
- Equity or co-investment
Mandate context: large-scale strategic, infrastructure and cross-border investments. The structure and rights are established by the specific transaction documents.
Decision focus: Policy fit and accountable capital decisions.
- Mandate, approval authority and allocation constraints
- Concentration, liquidity and valuation evidence
- Conflicts, reporting and decision rights
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 Qatar institutional allocation can be mapped to its investment policy, committee authorities, portfolio exposures and required manager or asset diligence. This is a hypothetical decision example.
What should be agreed before a mandate involving Sovereign Wealth Funds?
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 scopePension FundsCME-027 · Institutional and Strategic Capital · Equity Investor
- Ecosystem role
- Equity Investor
- Related asset class
- Alternatives
- Instrument context
- Equity or co-investment
Mandate context: large-scale strategic, infrastructure and cross-border investments. The structure and rights are established by the specific transaction documents.
Decision focus: Policy fit and accountable capital decisions.
- Mandate, approval authority and allocation constraints
- Concentration, liquidity and valuation evidence
- Conflicts, reporting and decision rights
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 Qatar institutional allocation can be mapped to its investment policy, committee authorities, portfolio exposures and required manager or asset diligence. This is a hypothetical decision example.
What should be agreed before a mandate involving Pension Funds?
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 scopeEndowmentsCME-028 · Institutional and Strategic Capital · Equity Investor
- Ecosystem role
- Equity Investor
- Related asset class
- Alternatives
- Instrument context
- Equity or co-investment
Mandate context: large-scale strategic, infrastructure and cross-border investments. The structure and rights are established by the specific transaction documents.
Decision focus: Policy fit and accountable capital decisions.
- Mandate, approval authority and allocation constraints
- Concentration, liquidity and valuation evidence
- Conflicts, reporting and decision rights
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 Qatar institutional allocation can be mapped to its investment policy, committee authorities, portfolio exposures and required manager or asset diligence. This is a hypothetical decision example.
What should be agreed before a mandate involving Endowments?
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 scopeFoundationsCME-029 · Institutional and Strategic Capital · Equity Investor
- Ecosystem role
- Equity Investor
- Related asset class
- Alternatives
- Instrument context
- Equity or co-investment
Mandate context: large-scale strategic, infrastructure and cross-border investments. The structure and rights are established by the specific transaction documents.
Decision focus: Policy fit and accountable capital decisions.
- Mandate, approval authority and allocation constraints
- Concentration, liquidity and valuation evidence
- Conflicts, reporting and decision rights
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 Qatar institutional allocation can be mapped to its investment policy, committee authorities, portfolio exposures and required manager or asset diligence. This is a hypothetical decision example.
What should be agreed before a mandate involving Foundations?
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 scopeDevelopment Finance InstitutionsCME-038 · Institutional and Strategic Capital · Equity Investor
- Ecosystem role
- Equity Investor
- Related asset class
- Alternatives
- Instrument context
- Equity or co-investment
Mandate context: large-scale strategic, infrastructure and cross-border investments. The structure and rights are established by the specific transaction documents.
Decision focus: Policy fit and accountable capital decisions.
- Mandate, approval authority and allocation constraints
- Concentration, liquidity and valuation evidence
- Conflicts, reporting and decision rights
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 Qatar institutional allocation can be mapped to its investment policy, committee authorities, portfolio exposures and required manager or asset diligence. This is a hypothetical decision example.
What should be agreed before a mandate involving Development Finance Institutions?
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 scopeGovernment Investment FundsCME-039 · Institutional and Strategic Capital · Equity Investor
- Ecosystem role
- Equity Investor
- Related asset class
- Alternatives
- Instrument context
- Equity or co-investment
Mandate context: large-scale strategic, infrastructure and cross-border investments. The structure and rights are established by the specific transaction documents.
Decision focus: Policy fit and accountable capital decisions.
- Mandate, approval authority and allocation constraints
- Concentration, liquidity and valuation evidence
- Conflicts, reporting and decision rights
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 Qatar institutional allocation can be mapped to its investment policy, committee authorities, portfolio exposures and required manager or asset diligence. This is a hypothetical decision example.
What should be agreed before a mandate involving Government Investment Funds?
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
Sovereign Wealth FundsCME-102 · 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 Sovereign Wealth Funds?
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?
Investment-policy fit diagnostic; diligence scope; evidence and risk register; committee-ready materials.
How are scope, fees and specialist responsibilities agreed?
Confirm procurement, authority, reliance rights and the institution's existing adviser mandates. Legal, actuarial, tax, audit and regulated investment decisions remain with the appropriately appointed parties. Agree the deliverables, named providers, timetable, evidence access and fee terms in writing before work begins.
