Investor access and strategic introductions
The principals, family offices and decision makers who move capital privately.
Closed door access to the principals, family offices and decision makers that move capital privately.
An introduction is only useful when the counterparty is right and the file is ready. Pinnacle keeps the relationships, qualifies the fit on both sides and makes the introduction once the engagement letter and NDA are signed and the paper is prepared. Introductions run in both directions: principals seeking investors, and investors seeking qualified mandates.
The work follows the firm's four step process: assess, structure, connect, execute. It is run by the partners and evidenced by the representative engagements on the track record page.
What is included
The work, in order
- 01
Investor and counterparty mapping, ranked by fit
- 02
Qualification and KYC before any name is shared
- 03
Warm introductions to principals and decision makers
- 04
Meeting preparation, follow up and negotiation support
- 05
Access to the group's mandates in market, briefed under NDA
The outcome you should expect
Qualified meetings with counterparties who have already seen the brief.
Process
How a investor access mandate runs
Step 1
Assess
A written view of the mandate: what is achievable, with whom, and in what sequence.
Step 2
Structure
Term sheet, governance framework, teaser and information memorandum.
Step 3
Connect
Qualified meetings with decision makers, prepared and followed up.
Step 4
Execute
A signed transaction, with the firm's stated median resolution under 14 days from mandate to execution.
Investor access: questions
Are introductions made before an engagement letter?
No. No name is shared and no introduction is made before the engagement letter and NDA are signed.
Can an investor see the mandates in market?
Yes. Mandates across the Adnan Feroz Group are listed on the track record page and briefed to qualified investors under NDA.
Is there a fee to the investor?
Terms are set in the engagement letter for each mandate. There is no cost to request a confidential briefing.
Confidential briefing
Request a briefing on investor access
Tell us the asset, the jurisdictions and the timeline. All investor access inquiries are reviewed internally; qualified parties are invited forward within one working day.
What happens next: a confidential call to understand the mandate, then an engagement letter and NDA before any name is shared or introduction made. Mandates typically exceed USD 10M. Inquiries below USD 10M fall outside the practice.
Pinnacle Wealth Advisory FZCO is registered with the International Free Zone Authority (IFZA), Dubai, UAE, licence 87696, registration 80940. Advisory, structuring and introduction services only. Pinnacle does not hold client funds, manage accounts or execute trades; transactions are carried out by independently licensed and regulated institutions. Engagements are by invitation after qualification, KYC and compliance review. Past outcomes are not a promise of future results. Nothing on this website is an offer, solicitation or recommendation to buy or sell any security, financial product or service. Information is general and is not legal, tax, accounting, investment or other professional advice.
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