Practice 06

Private Markets & Alternatives

Fund placement, co-investment, secondaries and selected private-market mandates for managers, companies and eligible investors.

AlternativesImage · Alternatives
Overview

Alternative investments and private-market access

Matchpoint Partners' Alternatives practice gives qualified investors access to private-market opportunities beyond conventional equity and debt — curated US pre-IPO secondaries, deal flow for private equity funds and family offices, PE/VC fund placement, and AI data-centre investments.

We focus on the highest-conviction opportunities, structured for PE funds, family offices and institutional investors, with disciplined pricing and counterparty diligence on every allocation.

  • USD 5m+ pre-IPO ticket sizes per name.
  • For: PE funds, family offices, qualified investors.
  • Access: secondaries, SPVs, fund placement, co-investment, data centres.
  • Focus: frontier AI, data centres, private markets.
Alternatives mandates from USD 5mState the transaction, amount, jurisdiction and use of funds.
Decision authorityOwner, board, sponsor or authorised adviser.
Written engagementRetainer and success fee agreed before work begins.
Discuss a mandate
Capabilities

What we deliver

Explore each capability in detail.

Pre-IPO Secondaries01

Pre-IPO Secondaries →

Curated secondary access to leading late-stage US pre-IPO companies.

GP-Led & Continuation-Fund Secondaries02

GP-Led & Continuation-Fund Secondaries →

Liquidity and re-ups via GP-led and continuation-fund secondaries.

LP-Led Secondaries03

LP-Led Secondaries →

Purchase and sale of LP fund stakes in the secondary market.

Co-Investment & Direct Deal Access04

Co-Investment & Direct Deal Access →

Direct deal and co-investment access alongside leading sponsors.

Fund Placement (PE / VC)05

Fund Placement (PE / VC) →

Placement of PE and venture funds with a curated base of institutional LPs.

SPV Structuring06

SPV Structuring →

Single- and multi-name SPVs for clean, ring-fenced private-market exposure.

Family Office Deal Execution & Due Diligence07

Family Office Deal Execution & Due Diligence →

Institutional-grade screening, diligence and execution support for family offices doing direct deals.

Fund-Raise Readiness & LP Due Diligence08

Fund-Raise Readiness & LP Due Diligence →

DDQ, data-room and track-record preparation that gets emerging managers through institutional diligence.

Anchor & Seed Capital Advisory09

Anchor & Seed Capital Advisory →

Cornerstone, anchor and GP-seeding capital for first- and second-vintage managers.

Pre-IPO Diligence & Verified Access10

Pre-IPO Diligence & Verified Access →

Chain-of-title verification, structure diligence and issuer-authorised access to late-stage private names.

Private Equity Fund Placement11

Private Equity Fund Placement →

Placement for PE funds seeking USD 5m or more of LP capital, with a specialist focus on emerging managers.

Venture Capital Fund Placement12

Venture Capital Fund Placement →

Placement for VC funds — the segment placement agents call ‘too difficult’.

Private Credit Fund Placement13

Private Credit Fund Placement →

Placement for private credit and direct-lending funds into the fastest-growing GCC allocation.

Real Estate Fund Placement14

Real Estate Fund Placement →

Placement for real estate funds and programmatic ventures with real-estate-native GCC capital.

GCC LP & Sovereign Capital Access15

GCC LP & Sovereign Capital Access →

The GCC leg of your raise — run by a firm that lives where the capital lives.

Emerging Manager Placement16

Emerging Manager Placement →

Readiness, anchor capital and placement in one programme for first- and second-vintage funds.

UAE Family Office Setup & Market Entry17

UAE Family Office Setup & Market Entry →

Establishing your family office in the UAE — structure, substance and deal flow from day one.

Private Credit Co-Investment Access18

Private Credit Co-Investment Access →

Direct and co-investment access to GCC private credit — without the fund-fee drag.

Private Bank & EAM Allocation Solutions19

Private Bank & EAM Allocation Solutions →

Differentiated Gulf product, feeder structuring and RM support for private banks, EAMs and MFOs.

Select transactions

Select mandates

AI Infrastructure
OpenAI

Curated pre-IPO secondary access into a leading frontier AI model platform.

Secondary Placement · USD 200m–250m available
AI Safety
Anthropic

Pre-IPO secondary access into a frontier AI safety company.

Secondary Placement · USD 10m–300m available
Aerospace
SpaceX

Secondary access into the leading private aerospace platform.

Secondary Placement · USD 20m–100m available
Payments / Fintech
Stripe

Secondary participation in a global payments and fintech leader.

Secondary Placement · USD 10m–1bn available
AI Infrastructure
xAI

Direct secondary access into a frontier AI infrastructure company.

Secondary Placement · USD 20m–100m available
Technology
ByteDance

Secondary access into a leading global technology platform.

Secondary Placement · USD 500m available
Questions, answered

Alternatives FAQs

It covers US pre-IPO secondaries, curated deal access for private equity funds and family offices, PE/VC fund placement, and AI data-centre investments — for qualified investors.

Pre-IPO secondaries, GP- and LP-led secondaries, co-investments, PE/VC fund placement and SPVs, plus thematic exposure to AI data centres, digital infrastructure and the energy transition.

Access is for qualified investors — primarily PE funds, family offices and institutions — subject to eligibility, suitability and counterparty terms.

Matchpoint undertakes pre-IPO secondary tickets from USD 5m upwards per name, varying by opportunity and structure. Fund placements and co-investments are sized to each investor’s mandate. All access is for qualified investors, subject to eligibility and counterparty terms.

Pricing is negotiated with the selling holder and benchmarked against the company’s most recent funding round and comparable secondary trades. Matchpoint runs pricing, structure and counterparty diligence on every allocation, so investors see how the entry price compares before committing.

Yes. The Alternatives practice provides equity and debt access to AI data-centre and digital-infrastructure opportunities across the GCC and globally — from construction through refinancing — for institutional investors and family offices seeking contracted, infrastructure-like cash flows with structural demand growth.

GCC family offices access direct real-estate deals through co-investment alongside sponsors, deal-by-deal special-purpose vehicles and proprietary origination, rather than committing blind to a pooled fund, and an adviser such as Matchpoint Partners sources and structures that access. Direct and co-investment routes give control over each asset, fee efficiency and transparency, but require underwriting, structuring and diligence capacity the family may prefer to outsource. Matchpoint originates opportunities, prepares investment-committee materials and supports underwriting for family offices and private-wealth platforms across the GCC, UK, Switzerland and Singapore, subject to mandate fit, diligence, applicable regulation and a formal engagement.

Yes, deal-by-deal co-investment is one of the most common ways a GCC family office deploys into real estate: the family takes a direct stake in a single asset alongside the sponsor, usually through an SPV with agreed economics, governance and reporting. It avoids blind-pool exposure and lets the family choose each deal on its merits. The work is in the structuring, the alignment of terms and the diligence. Matchpoint Partners assesses the sponsor, structures the co-investment and prepares the investment-committee pack, subject to mandate fit, diligence, applicable regulation and a formal engagement.

Engagements ordinarily combine a retainer with a success fee. Terms are agreed in writing before work begins and calibrated to the mandate’s size, scope and complexity.

Most mandates reach a first term sheet within 30 days, depending on diligence readiness and structure; closing follows once terms are agreed.

A short, confidential scoping call and NDA; we structure the requirement and prepare materials, then run a competitive process across our 5,000+ investor and lender relationships, and negotiate to close — with a partner leading at every step.

Ready to talk about alternatives?

Start a confidential conversation with a partner — from first call to final close.

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.

Private Capital

Seed CapitalCME-148 · Private Capital · Asset Class
Ecosystem role
Asset Class
Related asset class
Private markets
Instrument context
Equity or debt

Mandate context: equity, credit and private-company investment strategies. The structure and rights are established by the specific transaction documents.

Decision focus: Economic exposure and downside assumptions.

  • Underlying business or borrower evidence
  • Cash-flow rights, leverage and valuation
  • Liquidity, governance and exit or repayment routes

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative GCC private-capital comparison can evaluate equity and credit exposures on a consistent set of cash-flow, governance and liquidity assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Seed Capital?

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
Convertible SecuritiesCME-151 · Private Capital · Asset Class
Ecosystem role
Asset Class
Related asset class
Private markets
Instrument context
Equity or debt

Mandate context: equity, credit and private-company investment strategies. The structure and rights are established by the specific transaction documents.

Decision focus: Economic exposure and downside assumptions.

  • Underlying business or borrower evidence
  • Cash-flow rights, leverage and valuation
  • Liquidity, governance and exit or repayment routes

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative GCC private-capital comparison can evaluate equity and credit exposures on a consistent set of cash-flow, governance and liquidity assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Convertible Securities?

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
Unitranche DebtCME-155 · Private Capital · Asset Class
Ecosystem role
Asset Class
Related asset class
Private markets
Instrument context
Equity or debt

Mandate context: equity, credit and private-company investment strategies. The structure and rights are established by the specific transaction documents.

Decision focus: Economic exposure and downside assumptions.

  • Underlying business or borrower evidence
  • Cash-flow rights, leverage and valuation
  • Liquidity, governance and exit or repayment routes

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative GCC private-capital comparison can evaluate equity and credit exposures on a consistent set of cash-flow, governance and liquidity assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Unitranche Debt?

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
Structured CreditCME-157 · Private Capital · Asset Class
Ecosystem role
Asset Class
Related asset class
Private markets
Instrument context
Equity or debt

Mandate context: equity, credit and private-company investment strategies. The structure and rights are established by the specific transaction documents.

Decision focus: Economic exposure and downside assumptions.

  • Underlying business or borrower evidence
  • Cash-flow rights, leverage and valuation
  • Liquidity, governance and exit or repayment routes

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative GCC private-capital comparison can evaluate equity and credit exposures on a consistent set of cash-flow, governance and liquidity assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Structured Credit?

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
Asset-Based LendingCME-159 · Private Capital · Asset Class
Ecosystem role
Asset Class
Related asset class
Private markets
Instrument context
Equity or debt

Mandate context: equity, credit and private-company investment strategies. The structure and rights are established by the specific transaction documents.

Decision focus: Economic exposure and downside assumptions.

  • Underlying business or borrower evidence
  • Cash-flow rights, leverage and valuation
  • Liquidity, governance and exit or repayment routes

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative GCC private-capital comparison can evaluate equity and credit exposures on a consistent set of cash-flow, governance and liquidity assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Asset-Based Lending?

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

Real Assets and Secondaries

InfrastructureCME-162 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Infrastructure?

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
Venture SecondariesCME-164 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Venture Secondaries?

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
Social InfrastructureCME-172 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Social Infrastructure?

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
Natural-Resources AssetsCME-180 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Natural-Resources Assets?

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
Intellectual-Property RoyaltiesCME-181 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Intellectual-Property Royalties?

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
Music RoyaltiesCME-182 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Music Royalties?

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
Aircraft LeasingCME-183 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Aircraft Leasing?

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
Shipping and Maritime AssetsCME-184 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Shipping and Maritime Assets?

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
Equipment-Leasing PortfoliosCME-185 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Equipment-Leasing Portfolios?

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
Litigation-Finance AssetsCME-186 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Litigation-Finance Assets?

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
Carbon-Credit ProjectsCME-187 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Carbon-Credit Projects?

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
Water InfrastructureCME-188 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Water Infrastructure?

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
Battery-Storage ProjectsCME-189 · Real Assets and Secondaries · Asset Class
Ecosystem role
Asset Class
Related asset class
Alternatives
Instrument context
Equity, debt or fund interests

Mandate context: real assets, project assets and secondary investments. The structure and rights are established by the specific transaction documents.

Decision focus: Asset economics and the terms of ownership.

  • Underlying asset, fund or portfolio evidence
  • Cash flows, valuation and capital commitments
  • Transfers, liquidity and specialist diligence

Scope to discuss: Private-markets portfolio strategy, manager selection, diligence and transaction access.

Paid engagement entry point: allocation and market-opportunity study; followed by manager or asset screening and diligence.

Illustrative GCC scenario: An illustrative Qatar real-asset or secondary investment can review valuation support, future capital commitments, transfer permissions and exit assumptions. This is a hypothetical decision example.

What should be agreed before a mandate involving Battery-Storage Projects?

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

Capital Raising and Financing

Private PlacementsCME-255 · Capital Raising and Financing · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private markets
Instrument context
Equity or debt raise

Mandate context: private financing, syndication and targeted investor outreach. The structure and rights are established by the specific transaction documents.

Decision focus: Readiness and capital-provider fit.

  • Mandate authority, funding requirement and materials
  • Capital-provider criteria and approach permissions
  • Diligence, term comparison and closing conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative GCC club financing can assign lender roles, information responsibilities, consent rules and funding conditions before coordinating the process. This is a hypothetical decision example.

What should be agreed before a mandate involving Private Placements?

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
Club DealsCME-257 · Capital Raising and Financing · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private markets
Instrument context
Equity or debt raise

Mandate context: private financing, syndication and targeted investor outreach. The structure and rights are established by the specific transaction documents.

Decision focus: Readiness and capital-provider fit.

  • Mandate authority, funding requirement and materials
  • Capital-provider criteria and approach permissions
  • Diligence, term comparison and closing conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative GCC club financing can assign lender roles, information responsibilities, consent rules and funding conditions before coordinating the process. This is a hypothetical decision example.

What should be agreed before a mandate involving Club Deals?

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
Direct-Lending ProcessesCME-259 · Capital Raising and Financing · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private markets
Instrument context
Equity or debt raise

Mandate context: private financing, syndication and targeted investor outreach. The structure and rights are established by the specific transaction documents.

Decision focus: Readiness and capital-provider fit.

  • Mandate authority, funding requirement and materials
  • Capital-provider criteria and approach permissions
  • Diligence, term comparison and closing conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative GCC club financing can assign lender roles, information responsibilities, consent rules and funding conditions before coordinating the process. This is a hypothetical decision example.

What should be agreed before a mandate involving Direct-Lending Processes?

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
Family-Office Capital RaisesCME-261 · Capital Raising and Financing · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private markets
Instrument context
Equity or debt raise

Mandate context: private financing, syndication and targeted investor outreach. The structure and rights are established by the specific transaction documents.

Decision focus: Readiness and capital-provider fit.

  • Mandate authority, funding requirement and materials
  • Capital-provider criteria and approach permissions
  • Diligence, term comparison and closing conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative GCC club financing can assign lender roles, information responsibilities, consent rules and funding conditions before coordinating the process. This is a hypothetical decision example.

What should be agreed before a mandate involving Family-Office Capital Raises?

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
Strategic-Investor ProcessesCME-262 · Capital Raising and Financing · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private markets
Instrument context
Equity or debt raise

Mandate context: private financing, syndication and targeted investor outreach. The structure and rights are established by the specific transaction documents.

Decision focus: Readiness and capital-provider fit.

  • Mandate authority, funding requirement and materials
  • Capital-provider criteria and approach permissions
  • Diligence, term comparison and closing conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative GCC club financing can assign lender roles, information responsibilities, consent rules and funding conditions before coordinating the process. This is a hypothetical decision example.

What should be agreed before a mandate involving Strategic-Investor Processes?

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
Real-Estate Capital RaisesCME-265 · Capital Raising and Financing · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private markets
Instrument context
Equity or debt raise

Mandate context: private financing, syndication and targeted investor outreach. The structure and rights are established by the specific transaction documents.

Decision focus: Readiness and capital-provider fit.

  • Mandate authority, funding requirement and materials
  • Capital-provider criteria and approach permissions
  • Diligence, term comparison and closing conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative GCC club financing can assign lender roles, information responsibilities, consent rules and funding conditions before coordinating the process. This is a hypothetical decision example.

What should be agreed before a mandate involving Real-Estate Capital Raises?

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
Strategic Partnership ProcessesCME-269 · Capital Raising and Financing · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private markets
Instrument context
Equity or debt raise

Mandate context: private financing, syndication and targeted investor outreach. The structure and rights are established by the specific transaction documents.

Decision focus: Readiness and capital-provider fit.

  • Mandate authority, funding requirement and materials
  • Capital-provider criteria and approach permissions
  • Diligence, term comparison and closing conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative GCC club financing can assign lender roles, information responsibilities, consent rules and funding conditions before coordinating the process. This is a hypothetical decision example.

What should be agreed before a mandate involving Strategic Partnership Processes?

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

M&A and Restructuring

Limited AuctionsCME-271 · M&A and Restructuring · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private equity
Instrument context
Share sale, asset sale or refinancing

Mandate context: private sale, acquisition, restructuring and secondary transactions. The structure and rights are established by the specific transaction documents.

Decision focus: Transaction route, value and execution dependencies.

  • Ownership, objectives and transaction perimeter
  • Valuation, stakeholder incentives and alternative structures
  • Approvals, diligence and completion or restructuring conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative cross-border GCC carve-out can compare the sale perimeter, standalone readiness, valuation and separation dependencies before selecting a transaction route. This is a hypothetical decision example.

What should be agreed before a mandate involving Limited Auctions?

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
Targeted Buyer ProcessesCME-272 · M&A and Restructuring · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private equity
Instrument context
Share sale, asset sale or refinancing

Mandate context: private sale, acquisition, restructuring and secondary transactions. The structure and rights are established by the specific transaction documents.

Decision focus: Transaction route, value and execution dependencies.

  • Ownership, objectives and transaction perimeter
  • Valuation, stakeholder incentives and alternative structures
  • Approvals, diligence and completion or restructuring conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative cross-border GCC carve-out can compare the sale perimeter, standalone readiness, valuation and separation dependencies before selecting a transaction route. This is a hypothetical decision example.

What should be agreed before a mandate involving Targeted Buyer Processes?

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
RecapitalisationsCME-281 · M&A and Restructuring · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private equity
Instrument context
Share sale, asset sale or refinancing

Mandate context: private sale, acquisition, restructuring and secondary transactions. The structure and rights are established by the specific transaction documents.

Decision focus: Transaction route, value and execution dependencies.

  • Ownership, objectives and transaction perimeter
  • Valuation, stakeholder incentives and alternative structures
  • Approvals, diligence and completion or restructuring conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative cross-border GCC carve-out can compare the sale perimeter, standalone readiness, valuation and separation dependencies before selecting a transaction route. This is a hypothetical decision example.

What should be agreed before a mandate involving Recapitalisations?

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.

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