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Our Services

Advisory Services


Investment strategy and research across alternative investments, including private equity, venture capital, private debt, energy and infrastructure

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Institutional expertise to help build a diversified, risk-mitigated alternative investment portfolio

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All facets of due diligence on funds and direct investment opportunities

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Well versed in manager/board presentations and trustee communication

Asset Management Service


Portfolio exposure segmentation and risk analysis

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Identify capital requirements for underlying portfolio companies

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Identify appropriate sources of capital for bespoke opportunities

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Evaluate stability of investment manager

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Advisory solutions for investors in fund restructurings

Legacy Portfolio Solutions


Develop independent buy/sell/hold analysis for stakeholders

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Provide market pricing on targeted funds

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Evaluate all liquidity options including secondaries, restructurings and portfolio dissolutions

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Maximize value by managing an efficient and thorough sale process

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Optimize sequencing and timing of partnership sales

 

 

 

 

 

 

Affiliations

Upwelling Capital Group has a bicoastal presence in Sacramento, San Francisco, and New York