Does the fund concept hold together?
The investment thesis may be persuasive. Do the proposed fund size, operating costs and investor expectations support it? I help identify the gaps before the proposition goes to investors.
Investment Funds · Development Finance · Fund Governance
I help fund managers and investors test fund concepts, financing structures and investment proposals before key decisions are taken.
My experience combines an institutional investor’s perspective with fund structuring and board and investment committee responsibilities.
Senior roles at KfW Development Bank and IFAD, a United Nations agency.Debt & equity funds · Emerging & frontier markets

Selected governance experience
GCPF · Investment Committee Chair
MEF · Non-Executive Director & Investment Committee Chair
Your decision
A fund concept to test, a financing decision to examine or governance arrangements that need a closer look.
The investment thesis may be persuasive. Do the proposed fund size, operating costs and investor expectations support it? I help identify the gaps before the proposition goes to investors.
I examine the assumptions behind an investment or financing structure, the allocation of risk and the contribution of catalytic capital — including where different objectives may pull in different directions.
New investors or a more complex portfolio can expose gaps in reporting and decision-making. I help assess whether the board and committees have the information and authority they need.
Mandates & advisory
For fund managers, sponsors, development finance institutions and institutional investors. The role and scope follow the question you need to address.
01 / Independent review
A written assessment of a fund concept, strategy or investment proposal, identifying the assumptions to test and the issues to resolve before a decision.
Explore independent review02 / Structuring & finance
Review of capital structures, risk allocation and investor roles, including blended finance and local-currency financing. Preparation for discussions with DFIs and other capital providers.
Explore fund advisory03 / Board mandates
Non-executive and independent director roles, contributing to strategy, risk oversight and accountability. Governance advice as a fund develops or its responsibilities become more complex.
Explore board roles04 / Committee mandates
Committee membership and chair roles, as well as external review of investment papers. Attention to investment logic, downside risks and the implications for the portfolio.
Explore committee rolesHave a fund, investment or governance question you would like to examine? A short email is a good starting point.
Discuss a mandate