Investment Process
We work with all family members to deepen your understanding of the family’s wealth by offering assessment of the family’s overall investment strategy and risk appetite. Once expectations and preferences have been outlined, the next generation enrolls in our LEAD Accelerator.
The LEAD Ventures Accelerator is explicitly created to take the next generation of investors on a journey to build knowledge and an investment portfolio which will establish the future of the Families Wealth.
L
Legacy
E
Entrepreneurship
A
Asset Management
D
Development
Why LEAD?
A structured 12 week Education programme that offers the next generation an opportunity to evolve as an investor, entrepreneur and individual through our online live learning sessions teaching the fundamentals of UK…
- Real Estate Including Bridging Loans, Developments and Buy and Hold Strategies.
- Venture Capital / Private Equity as an asset class.
- Financial Modelling and its role in Investments.
- Analyse investments and discuss negatives and positives of each one across Tech, Retail, Healthcare and Education.
- How to Present to Decision Makers on New Investments e.g. Parents / Boards.
Get Hands-On Experience
Asset Management
- Identifying Investment Prospects: Search market for investment leads that fit the mandate of the fund and risk profile of the family office.
- Investment Due Diligence: Evaluate investments opportunities across all asset classes – real estate, private equity and venture capital. Conduct feasibility studies and prepare corporate marketing material – information memorandums and financial models – for a consortium of co-investors.
- Execution: Build a portfolio of income and growth assets and execute accordingly. Lead relevant negotiations in liaison with MVK and its advisors input.
Get Hands-On Experience
Entrepreneurship
- Synergy Seeking: Consult our investment companies to promote strategic collaborations within the portfolio and with potential partners within the collective network.
- Performance Management & Measuring: Assess the performance of the portfolio companies and assist the management in formulating cohesive KPIs. Ongoing consulting to help the companies meet and exceed their targets.
- Value Creation: Working on a project basis, the next generation will help the portfolio companies gain strategic clarity, promote business development, and achieve efficiency improvements. Projects will be assigned across the key areas in line with the personal interest, values and skills of the next generation: Operations, Finance, Logistics, Marketing, Business Development, Market Expansion, CSR, HR.
How We Construct An Investment Portfolio
An increase in risk appetite sees us balance the portfolio toward a greater Venture Capital position.
