Services – Family Office Connect: Co-Investment & Deal Flow

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Secure Mandate Matching

Privately share your investment mandates. Our team—supported by DONNA, our sovereign AI—matches your criteria with aligned opportunities and like-minded family offices, with introductions made only upon mutual approval.

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Efficient SPV Structuring

Through our Registered Investment Advisor, Structured Finance LLC, we structure tailored SPVs to support co-investments between aligned family offices, ensuring efficiency, flexibility, and regulatory compliance.

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Compliant Execution

Investment transactions are facilitated by KCC Capital Corp through its affiliation with Finalis Securities LLC, a registered U.S. broker-dealer. We ensure every transaction is executed within a secure, fully compliant regulatory framework.

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Co-Investment Opportunities

Gain access to curated co-investment opportunities that align with your strategy and values. Whether you're looking to deploy capital alongside trusted families or explore niche sectors, we support collaboration on your terms.

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Buy/Sell-Side Advisory Services

Our advisory team supports family offices with strategic buy- and sell-side mandates. Whether acquiring an operating business, exiting an investment, or exploring liquidity, we offer discreet, institutional-grade execution.

A group of financial professionals are collaborating on SPV structuring, reviewing legal documents and financial models in a well-lit conference room.

Private Database Access

Access a curated, proprietary database of investors, companies, and executives—available for bespoke sourcing, outreach, and strategic mapping as part of select advisory engagements.

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Private & Public Market Data

Receive insight-rich intelligence from real-time monitoring of public filings, private market activity, investor behavior, and macroeconomic indicators—aggregated through DONNA’s proprietary data systems.

Inbound Deal Screening

Powered by DONNA, our AI platform, assist family offices efficiently screen inbound opportunities by automatically organizing, scoring, and responding to unsolicited deals - saving time and focusing attention on what matters most.