This is the work of running investments and deals, from origination to execution, when your team needs more capacity or a specific skill for a stretch. You bring someone in around a busy pipeline, a fund that’s scaling, or a mandate that needs experienced hands without a permanent hire.
When to hire an external consultant
The pipeline is fuller than the team can cover, and deals will slip without another experienced person on them.
You need a specific capability, a sector or a deal type, that you don’t want to hire permanently for.
A gap has opened and someone has to keep the deals and the portfolio moving now
Typical activities
-
Sourcing and screening opportunities against the mandate, and killing the ones that don’t fit early.
-
Running deal execution: modelling, diligence coordination, structuring, getting to committee.
-
Building the investment memos and the numbers the IC actually needs to decide.
-
Working with portfolio companies on the value-creation and reporting side.
-
Keeping the process moving so nothing stalls between origination and close.