Our services

CapitAM works upstream with private investors, sponsors, family offices and professional partners (including financial players) to analyze, structure and secure private investment projects and decisions. Our approach is independent, institutional and focused on financeability.

Institutional due diligence

Independent analysis to inform and secure investment decisions.

  • ✓ Document verification
  • ✓ Regulatory compliance
  • ✓ Sponsor credibility analysis
  • ✓ Risk identification and assessment
  • ✓ Financier's perspective on the project (investors, financial partners)

For whom: private investors, family offices, advisors, sponsors (and financial partners).

Analysis & structuring

Transform a project into a financeable and readable dossier.

  • ✓ Technical and financial analysis
  • ✓ Legal and financial structuring
  • ✓ Financial modeling
  • ✓ Document discipline
  • ✓ Dossier preparation for investors (and financial partners)

For whom: sponsors, SMEs, private investors, advisors.

Monitoring & evaluation

Ensure transparency and discipline until decision.

  • ✓ Regular reporting
  • ✓ Key milestone tracking
  • ✓ Deviation management
  • ✓ Continuous risk analysis
  • ✓ Committee / decision preparation (investors, financial partners)

For whom: private investors, family offices, sponsors.

Coordination & communication

Institutional interface between stakeholders.

  • ✓ Coordination sponsors / investors / notaries (and financial partners)
  • ✓ Bilingual institutional communication
  • ✓ Exchange and documentation management
  • ✓ Support until LOI, term sheet and closing

For whom: sponsors, private investors, advisors.

Who are our services for?

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Sponsors

Make their projects financeable, readable and credible.

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Private investors & family offices

Independent due diligence and decision support.

⚖️

Advisors

Client dossier securitization and structuring.

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Financial partners

Receive structured, coherent and actionable dossiers.

Would you like to know more about our services?

Contact us