Advisory and Capital Solutions for Alternative Investments

Upwelling has comprehensive institutional knowledge in the areas of private equity and alternative asset management

Upwelling provides customized advisory and capital solutions to enhance the overall returns for premier institutional alternative investors. Our range of services reflect our deep understanding of our clients’ most consistent challenges, from due diligence through portfolio management. In addition, we have the flexibility to work with our clients, from family offices to sovereign wealth funds, to develop customized solutions and strategies.

Strategic Advice
• Investment strategy and research across alternative investments, including private equity, venture capital, private debt, energy and infrastructure
• Institutional expertise to help build a diversified, risk-mitigated alternative investment portfolio
• Well versed in manager/board presentations and trustee communications

Investment Sourcing and Due Diligence

• Identify appropriate sources of capital for bespoke opportunites
• All facets of due diligence on funds and direct investment opportunities
• Develop investor memorandums to support transactions
• Global private equity network in Asia, US, Latin America and Europe

Troubled Fund Assistance
• Portfolio exposure segmentation and risk analysis
• Identify capital requirements for underlying portfolio companies
• Evaluate stability of investment manager
• Advisory solutions for investors in fund restructurings

Surgical Portfolio Monetization
• Develop independent buy/sell/hold analysis for stakeholders
• Provide market pricing on targeted funds in advance of transaction
• Evaluate all liquidity options including secondary sales, structured solutions and fund restructurings
• Maximize value by managing an efficient and thorough sale process with multilateral communication
• Optimize sequencing and timing of partnership sales and/or guide new capital infusion as needed