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reunión de negocios

Capital Funds

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60%

Companies need to become professional

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70%

Of companies requiring financing

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80%

Companies do not survive more than 5 years

Investing in companies involves highly specialized decisions that can build or destroy economic value in investors' assets.

We advise you on creating an investment vehicle with various services such as:

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  • Venture capital investments

  • Valuation of your investments

  • Risk management

  • Asset Manager

  • Analysis of investment projects

  • Further...

Chance

What do I need to form a capital fund?
Need
Advice for the formation of a capital fund
Implication

Proposal

With our turnkey solution we propose a plan that covers everything from planning to financial implementation.

Planning

Business plan for the formation of an investment vehicle

Business Plan (PPM)

Investment thesis

Operation

How to operate a capital fund

Road show lifting

Co-investor participation

Legal structuring

Regulatory compliance

Roadshow pipeline

Implementation of committees

Investments

Monitoring and Control

Acceleration of invested companies

Successful exits

Strategic support for a capital fund

Operating manuals

Sistemas Accountability

Compliance report

Investment Accountability

Best practices

Code of Ethics

Conflict of interest

Manual de comités de inversión

Critical path of investment

Formats and critical points

Private placement memorandum

Investment thesis

Legal structuring

Organization manual

To do?

Who to do it with?

How to do it?

KPIs

MAKE YOUR INVESTMENTS PROFITABLE BY +20%

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Investment Process

The execution of processes and manuals is based on the credit process model, where we address each element in detail to ensure perfectly defined processes, functions, and objectives.

investment process of a capital fund

WE HAVE AN EXECUTION PLAN

+2x

Capital growth

15

Companies

+

100

Satisfied customers

CONTACT US

We want to hear about you

Leave us your details

info@financialgroup.mx

Tel: 999 944 25 81

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