Mountain Elm Partners
Our Services.
Bring in our team of investors & portfolio strategists as contracted private markets specialists. Benefit from our network and deal flow. Call us in as an extension of your team & proxy that can help filter out the continuous noise of inbound deals, IR, and brokers.
Our Clients.
MEP clients usually fall into one of a few categories: Family Offices (SFOs & MFOs >$500mm AUM), multi-asset investment management firms, Sovereign Wealth Funds, and RIAs. Our team works alongside allocators who are looking to add new private market exposure to their portfolios. Primarily, we help families & investment firms with significant exposure in the public market to carefully and confidently diversify across venture capital and growth equity.
Private Market Research
Research specific private companies, asset classes, and fund managers. We conduct fund manager interviews and custom dossiers upon client request.
Portfolio Support
Ongoing support of a client’s portfolio, including but not limited to: monthly check-ins, annual reviews, & strategic business development initiatives.
Process Improvement
As a bolt-on extension of the client’s firm, MEP can support outreach, negotiations, and the closing processes for private market investments.
Portfolio Strategy
Holistic breakdown of sectors and stages to which the client would like exposure in the private markets.
Allocation Strategy
Suggested allocation sizes and distribution based on total AUM to be deployed.
Access & Network Support
Introductions to relevant investment firms and companies in the team’s network.