Investor and transaction services

Private wealth and HNW investment support

Support private wealth managers, external asset managers and high-net-worth principals with opportunity screening, diligence coordination and clear investment-decision materials.

A defined mandate

Make private-market opportunities reviewable within the client mandate.

Support private wealth managers, external asset managers and high-net-worth principals with opportunity screening, diligence coordination and clear investment-decision materials.

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.

Client mandate and authority

Confirm who the client is, the decision-maker, permitted investment scope, liquidity needs and information-sharing authority.

Opportunity comparison

Compare the business, fund or asset, entry valuation, ownership rights, concentration and available evidence.

Structure and liquidity questions

Identify holding-period assumptions, transfer restrictions, leverage, fees and potential exit dependencies.

Adviser and principal review

Prepare a documented question set, evidence register and specialist workplan for the client's authorised decision process.

Start with a scoped diagnostic

Private-market mandate brief; opportunity comparison; diligence question set; principal-review pack.

Discuss this engagement

Evidence 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

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

High-Net-Worth IndividualsCME-002 · 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 High-Net-Worth Individuals?

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 scope

Further 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?

Private-market mandate brief; opportunity comparison; diligence question set; principal-review pack.

How are scope, fees and specialist responsibilities agreed?

Client suitability, discretionary management, custody, tax and legal advice must be allocated to appropriately authorised advisers under separate confirmed scopes. Returns and liquidity remain investment risks. Agree the deliverables, named providers, timetable, evidence access and fee terms in writing before work begins.