Fractional leadership
Fractional Investment Leadership for Private-Market Operators.
Investment thesis, screening standards and a documented decision process — the discipline an institutional allocator expects to see behind the deals you choose.
Fit
Who this is for
- Sponsors whose buy box exists only in conversation
- Firms adding a second strategy or asset class
- Operators preparing for institutional or family-office capital
- Teams making decisions faster than they can defend them
Context
The problem this solves
Deal selection driven by instinct works until someone asks you to write it down.
- No written thesis, so every deal is arguable
- Screening criteria shift with market conditions and enthusiasm
- Investment decisions are made without a record of the reasoning
- Portfolio-level risk is never examined, only deal-level risk
Output
What we deliver
- Written investment thesis and strategy statement
- Documented buy box and screening criteria
- Underwriting standards and assumption governance
- Investment committee charter, agenda and memo format
- Decision log and post-decision review process
- Portfolio construction and concentration guidelines
Ownership
What you own
- The thesis, standards and charter are your governing documents
- Memo and committee formats are delivered as editable templates
- Your team chairs and runs the committee — we build and seat it
- Everything survives our departure by design
Boundaries
What this is not
- We do not act as a registered investment adviser or manage assets
- We do not make investment decisions on your behalf
- We do not provide recommendations regarding securities to investors
- Fiduciary and regulatory obligations remain with your firm and its counsel
Process
How the engagement runs
01
Discover
Review the deals you have done, passed on and regretted.
02
Diagnose
Identify where selection discipline breaks down.
03
Design
Draft the thesis, buy box, underwriting standards and committee structure.
04
Build
Memo templates, decision log and screening workflow installed.
05
Operate
We sit in committee through live decisions and enforce the standard.
06
Improve
Post-decision reviews feed back into the criteria.
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Write down how you decide.
Start with a session on your thesis, screening standards and decision record.
Disclosures
RAW Capital Raise provides strategic, operational and advisory services. We are not a broker-dealer, investment adviser, law firm or accounting firm. Nothing on this page is an offer to sell or a solicitation to buy securities, or a recommendation regarding any investment. Engagements do not include the sale of securities or the receipt of transaction-based compensation. Clients are responsible for engaging their own legal, tax, audit and compliance advisers, and all final decisions remain with the client.