Why should you get Investment Team as a Service support from Alehar?

Successfully taking your investment firm to the next level requires:Strategic & Financial Expertise: Quickly understand the strategic and financial performance of your investmentsSystems & Processes: Implement the right systems for optimal deal sourcing, analysis, and portfolio managementGrowth Execution: Identify and support growth initiatives to accelerate portfolio performanceMarket Knowledge: Deep industry and market landscape knowledge for effective deal sourcingValue Creation & Exits: Drive strategic exits with value creation expertiseInvestors naturally bring deep investment expertise. At Alehar, we complement this with the elements above, significantly accelerating the growth and success of your investment firm.

What types of private market investors do you work with?

At Alehar, we work with a diverse range of private market investors, including private equity firms, venture capital firms, family offices, and institutional investors. Our services are tailored to meet the unique needs of each investor type, ensuring comprehensive support in deal sourcing, due diligence, portfolio management, and strategic growth initiatives.

How do I get started?

Send us your context first. We'll discuss your investment firm's needs and create a tailored support plan to help you expand your coverage. Once the plan is in place, you can focus on investments while we enhance your capacity to execute with our expertise.

How is this different from hiring an associate or building the team in-house?

A single hire gives you one person's bandwidth and skill set. We bring a full team that covers research, diligence, and portfolio work, scaled deal by deal. When deal flow slows, you scale down instead of carrying the cost. Your investment team keeps the judgment and the relationships; we carry the analytical load underneath them.

Investment Team as a Service | Fractional Investment Team

Who this is for

Deal flow is outrunning your team's capacity to screen and diligence it properly.

You want to cover a new market or sector and don't have the research capacity in-house.

Portfolio companies need value creation support your investment team doesn't have time to give.

You want execution capacity that scales up and down with the market, instead of fixed headcount you carry through the quiet stretches.

What We Offer

Expand your investment firm's capacity to execute now

Research

We expand your ability to cover your market

By developing detailed industry research and overviews by leveraging our access to best-in-class industry data sources and internal expertise.

Industry ScansMarket Overviews

Screening

We help you source deals better

By identifying potential targets, developing detailed company profiles, creating due diligence questionnaires to help you engage management teams.

Company ProfilesDD Questionnaires

Due Diligence

We support you with analysis and due diligence

By conducting detailed target benchmarking vs industry and competitors, developing comprehensive financial models and investment memos.

BenchmarkingFinancial ModelsInvestment Memos

Portfolio Management

We increase your capacity to manage your portfolio

By maintaining operating models, preparing board materials and market insights, and developing and tracking key business drivers.

Operating ModelsKPI TrackingBoard Materials

Exit Planning

We assist you in preparing your exits

By identifying add-ons and potential acquirers, performing trading and transaction comparables analysis and preparing information materials.

Transaction AnalysisInformation Materials

Typical Month

What a month of support can cover

The exact scope depends on the firm, but a month usually combines three things: covering the market, moving live deals forward, and supporting the portfolio.

Market coverage

Industry research and target screening that keep the pipeline stocked with opportunities worth senior time.

Live deal support

Benchmarking, financial models, and investment memos that carry deals through diligence to a decision.

Portfolio work

Operating models, KPI tracking, and board materials kept current, plus exit preparation when the time comes.

Our Clients

Let us partner with you,so that you can focus on growth.

Project Haven

Enabling informed investment decisions through financial analysis and risk assessments

HealthcareUnited StatesRead More

Acquiring A CompanyInvestment Team as a Service

Project Fetch

Structuring a lease-to-equity deal for a high-growth pet-hotel chain

ConsumerUnited StatesRead More

Investment Team as a ServiceAcquiring A Company

Project Waypoint

Validating and structuring a private aviation investment for long-term yield

AviationUnited StatesRead More

Let's get started today

Talk to us

Tell us about your investment firm and your priorities

Create a tailored plan

We'll work with you to identify areas of support that can help you expand your coverage

Focus on your company

While we expand your capacity to execute with our support

Starting from

USD 3,000

/month

* For private market investors · Applicable for clients globally

Get in Touch

Frequently asked questions

Successfully taking your investment firm to the next level requires:

Strategic & Financial Expertise: Quickly understand the strategic and financial performance of your investments
Systems & Processes: Implement the right systems for optimal deal sourcing, analysis, and portfolio management
Growth Execution: Identify and support growth initiatives to accelerate portfolio performance
Market Knowledge: Deep industry and market landscape knowledge for effective deal sourcing
Value Creation & Exits: Drive strategic exits with value creation expertise

Investors naturally bring deep investment expertise. At Alehar, we complement this with the elements above, significantly accelerating the growth and success of your investment firm.

There's a better way to expand your capacity to execute as an investor.