Positions we've held.


Selected mandates across fund management, capital structuring, and investment governance.

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Global Beverage Group

Designed and structured a proprietary venture capital fund for a major beverage conglomerate. Delivered thesis, LP/GP/wholly-owned structure options, governance framework, IRR modelling, and full establishment roadmap. Fund launched off this work.

Mandate Fund Design
Structure CVC Fund / Proprietary Capital
Jurisdiction Asia Pacific
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Founders Fund

Managed a venture capital unit trust across six portfolio companies. Led the investment committee, structured investments, supported follow-on rounds, and grew NAV 25% over two years. From launch to wind-down.

Mandate Fund Mangement
Structure Unit Trust / ASIC Regulated
Jurisdiction Australia
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Equity CSF Platform

Managed 100+ portfolio clients at Australia's largest equity crowdfunding platform. Executed trust deeds, capital raises and oversaw the full investment lifecycle across a multi-mandate portfolio.

Mandate Portfolio Management
Structure Executive Embed
Jurisdiction Australia
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Private Investment Trust

Appointed as independent trustee for a high-net-worth private investment trust. Overseeing ongoing governance and capital deployment across a public equities portfolio.

Mandate Independent Trustee
Structure Unit Trust / HNW
Jurisdiction Asia Pacific

Client identities are disclosed only under NDA. Further detail available on request in appropriate contexts.


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