Financial institutions & investors
Early-stage decisions, due diligence, investment committees, portfolio management and ESG.
Institutional programs
Strengthen the teams making investment decisions.
I design capability-building programs around the investment decisions participants must make in practice: sourcing, screening, due diligence, investment committees, ESG integration and portfolio monitoring.
Participants
Programs aligned with participants’ responsibilities.
An analyst, policymaker, angel investor and business-support professional face different responsibilities and information needs. Each programme begins with the decisions participants will be expected to make afterwards.
Public agencies & development programmes
Programme architecture, catalytic investment and engagement with private-sector investors.
Funds, angel networks & family offices
Sourcing, screening, transaction structuring, governance and monitoring.
Entrepreneurial ecosystems
Investment readiness, information quality and preparation for due diligence.
What changes
Turn knowledge into repeatable decisions.
01
Consistent screening
Shared criteria make opportunities easier to compare before full due diligence.
02
More focused due diligence
Analysis concentrates on the information, risks and execution factors that materially affect the decision.
03
ESG and impact integrated into judgement
Material sustainability factors become part of the investment case instead of a separate compliance layer.
04
A shared decision language
Memos, scorecards and monitoring tools make decisions easier to explain, compare and improve.
IN PRACTICE
Tools ready to use immediately.
My practice draws on screening, due-diligence, investment-memorandum, committee, ESG, impact and portfolio-monitoring tools developed and applied in real investment and capability-building contexts.
Across two cohorts, 44 investment professionals in 15 Caribbean countries developed more structured approaches to investment selection, analysis and decision-making. This experience also contributed to the development of a practical investment and ESG framework.
Tailored programs
Diagnosis comes before program design.
The content, duration and tools reflect organisational maturity, the investment mandate, participant profiles and market conditions.
Discuss an institutional program