Rumika Consulting · Investment & Private Markets Advisory
Sound investment decisions start with clear analysis.
We support investors, fund managers and companies with the analysis behind investment decisions, particularly in manager selection and private markets. Our approach draws on more than 25 years in institutional investment management and a practical engineering mindset.
Investment & Private Markets Advisory
Discuss your requirementsWho this is for
- Asset owners, pension funds, family offices and trusts.
- Fund managers and investment teams.
- Companies and project sponsors raising capital.
- Lenders considering private credit opportunities.
What we do
- Investment evaluation, screening and shortlisting.
- Manager and fund due diligence.
- Portfolio analysis.
- Investment governance, including policies, committee papers and decision frameworks.
- Fund and product structure review.
- Private credit assessment frameworks: structure, security and source of repayment.
What an investment committee wants to see
- A clear investment thesis.
- How the money is made and how it is repaid.
- The key risks and how they are managed.
- A realistic downside case.
- Governance, conflicts of interest and reporting.
- The exit or repayment route.
Our approach
Diagnose. Design. Deploy.
01
Diagnose
We understand the decision and the information available.
02
Design
We set out the analysis, the options and the risks.
03
Deploy
We support the decision and leave your team with a framework they can repeat.
What to send us
Let's discuss your requirements.
Investment & Private Markets Advisory
- The manager, fund or opportunity.
- Its stage and size.
- The decision to be made.
- Your timeline and the documents available.
This page is general information only. It is not financial, legal or tax advice and is not an offer of any financial product.
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