Institutional-grade decision support applied to your deal flow, your portfolio, and every call you make.
PointOne acts as a dedicated investment office — not a manager, not a broker, not an advisor with conflicting incentives. Every engagement is built around five core functions.
No call center. No junior associate. Direct access to the principal and investment team on every engagement.
Thesis, risk mapping, downside scenario, and recommendation for every opportunity in your pipeline.
Fund managers, syndication platforms, direct co-investment, and public market ideas — breadth without noise.
Concentration, liquidity, sector exposure, and macro alignment reviewed on a disciplined cadence.
Pattern recognition, anomaly detection, and surveillance that never sleeps.
—We do not manage your money
—We do not execute trades
—We do not sell products
You retain every call. Our role is to ensure it is the most informed one possible.
Ongoing engagement, billed monthly. Benchmarked against single-family office operating costs at a fraction of the overhead.
Includes underwriting memos, pipeline evaluation, portfolio reporting, back office coordination, compliance monitoring, intelligence briefs, and two in-person sessions per year.
Every decision.
Fully informed. Structurally sound.