Client Care

“They go above and beyond for me and my family.”

Client

services

In addition to our helpful family office services, available as needed, we can fulfill any non-financial need or wish you may have through our collaboration with a leading global concierge service.

“When I need something, they proactively follow up until I’m done.”
Client

In November 2017, we obtained access to an investment in Dropbox for our clients, only four months ahead of the IPO. The stock opened in the public exchange at +35% from our entry price.

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After two years of portfolio construction, we had our first exit in early 2017 with the MuleSoft IPO. This was a position we had held for 7 months. Our investors received their shares a few months later after the fund was redeemed, and enjoyed a three-time performance increase when Salesforce acquired the company at $45 a share, in May 2018.

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In late 2015, we invested in DocuSign. The company went IPO in April 2018 and the stock opened at +90% from our entry price. We are also strong proponents of this technology and implemented it in our processes, with e-signature required on most documentation.

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We have been investors in Lyft since 2015 and participated in several funding rounds from a first valuation of $3.7 billion. In June 2018, the company raised $600 million from Fidelity at a valuation of $15 billion. They came IPO in March 2019 at a valuation of $24 billion.

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In May 2018, we partnered with a recognized venture capital firm to structure an investment into HMD (Nokia) for our clients to invest alongside tier one investors including Foxconn. Since this round was reserved for “partners,” we benefited from a very attractive pre-money valuation.

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In mid-2017, we invested into TransferWise, the fintech company disrupting money transfers. Since then, the company has maintained a growth rate of 70% YoY. Recently it announced a deal with a major European bank to offer inexpensive currency transfers to its clientele.

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