Investment Process

Our multi-disciplinary investment platforms operate in an integrated manner to provide our investors with expertise across asset classes, sectors, and geographies.

Collaboration across our investment platforms enhances our ability to source, underwrite, and structure innovative investment solutions.

We leverage our deep resources within our platforms, and investment flexibility across them, to deliver sharper insights, uncover greater opportunities, and deploy capital where we see the most compelling value.

Integrated Investment Platforms

Anatomy of our investment process: ESG integration in action

Integrating ESG data, analysis, and action helps us drive value across four major components of our equity investment process.

Source & Screen

Source and screen

Preliminary review of fund information
Face to face meeting with the manager
Review and discussion by the investment team
Agree on process and staffing

Reasons to decline

GP franchise or governance weakness
Investment strategy drift
Insufficient team depth and quality
Misalignment of carried interest, fee structure, and compensation & incentives

Preliminary Diligence

Preliminary diligence

Review of fund due diligence information
Follow-on meetings with manager and team
Review and discussion by the investment team
Advance notice is given and discussion with regional and global investment committees

Reasons to decline

Portfolio performance issues
Questionable GP value-add
Fund legal structuring issues
Team capabilities or commitment levels
Unfavourable references
ESG or compliance concerns

Detailed Diligence

Detailed diligence

Assess and model company financials
Reference calls
Legal, compliance and ESG reviews
Conduct portfolio company meetings
Investment recommendation
Regional and global investment committee approval

Reasons to decline

Portfolio performance issues
Questionable GP value-add
Fund legal structuring issues
Team capabilities or commitment levels
Unfavourable references
ESG or compliance concerns

Commitment

Complete initial subscription documentation process
Secure approval of Pantheon Fund GP / manager
Finalise subscription documentation
Transfer subscription documentation
Correspondence with GP

Reason to decline

Legal issues or structuring issues

Medici Firma has a robust approach to managing risk at all stages of the investment process.

The best managers are able to deliver market-beating returns over the long term, but the performance of individual private equity managers can vary more widely than the performance of other types of asset managers. Medici Firma provides access to many of the best private equity managers in the world through a well-diversified portfolio of funds and underlying company investments.

Cross Investments & Team Support

Global Investment Support
Group

Medici Firma delivers critical support to investment teams and portfolio companies around the world across a spectrum of specialty areas through an integrated Investment Support Group. Consistent with the firm’s culture of alignment with limited partners and management teams, these services are offered to portfolio companies without charge.

Advance Together