Specialist Direct

Download Our Modern Family Office Strategy for Venture Investing That Pushes Beyond the Traditional Efficient Frontier

Family offices want direct exposure, but the Yale-style mega-fund playbook rarely deliver access, influence, or visibility at subscale. Our Specialist Direct strategy is built around anchoring specialist venture managers to secure direct deal flow, reduce fees, and build repeatable, asymmetric returns. It’s designed to be right-sized for different sleeve sizes, while delivering co-invest optionality and pacing control under lean governance.

Specialist Direct is shared selectively with peers who may find this strategy valuable. You’ve received this link because someone in our network thought our perspective would resonate with how you think about investing and innovation.
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