Different solutions for different investors
Depending on the circumstances, we support investors with different forms of private equity investment.
Investor Clubs
For investors who wish to take a more active role, Investor Clubs can provide access to selected investment opportunities, co-investments and entrepreneurially driven deal flow.
Structured portfolios
For investors seeking broader and more efficient private equity exposure, we assess structured or blended portfolio solutions with a coordinated strategy and clear diversification.
Tailor-made portfolios
For larger private wealth, Family Offices or institutional investors, bespoke private equity portfolios may be appropriate, with a dedicated strategy, suitable manager selection and coordinated implementation.
Feeder and access solutions
Depending on requirements, we also provide support with access solutions, feeder structures or smaller investment sizes where these are aligned with the overall strategy.
Private equity and alternative investments
Access, structure and strategic context for sophisticated investors
Private equity can contribute to the long-term diversification of a portfolio, provided the asset class is carefully selected, structured and appropriately integrated into the overall wealth strategy.
Portas Capital supports sophisticated private clients, Family Offices and institutional investors in assessing, structuring and implementing private equity investments – independently, methodically and with a clear focus on strategy, liquidity and long-term wealth development.
Discuss your private equity strategy Explore our investment approach
Private equity requires more than access
Private equity is not a standardised asset class. Investors differ in their objectives, experience, risk-bearing capacity, investment horizon and desired level of involvement.
Private equity advisory therefore does not begin with an individual product, but with the question of what role this asset class should play within the overall portfolio.
Among other factors, we assess whether a private equity allocation is appropriate, what size may be suitable, which structure fits and how issues such as capital calls, liquidity, investment periods, secondaries or co-investments should be considered.
Our private equity services
Private equity advisory
We advise investors on whether and in what form private equity is suitable for their existing wealth structure. We assess objectives, allocation size, risk profile, liquidity requirements and investment horizon.
Investment strategy and implementation
We support the development of a private equity strategy and the planning of its implementation, from in-house or external management and cash-flow planning through to the use of secondaries.
Analysis of existing portfolios
For existing private equity investors, we analyse portfolios, ongoing costs, capital calls, liquidity options and potential strategic realignments.
Second opinion
We provide independent second opinions on existing or planned private equity investments. The focus is on an objective assessment of structure, opportunities, risks, costs and strategic fit.
Private equity requires structure
Private equity requires careful preparation, from determining the appropriate allocation and planning capital calls and liquidity through to selecting suitable structures.
We help you assess existing or planned private equity investments on a sound basis and define the next steps clearly.
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