We take the operational complexity out of managing incentive plans — from initial setup through to participant exits and liquidity events. We work independently of any specific platform, adapting to your existing tools and processes.
Populate your system with MIP governing documents — commitment letters, term sheets, subscription agreements — and review for completeness.
Bulk-import data or guide participants through the onboarding workflow. Customise templates for local variations, track progress, and resolve queries.
Handle routine changes (joiners and leavers), maintain participant data, organise and classify the document library, and provide ad-hoc advisory.
In liquidity event scenarios where target management reinvests in the MIP: assess plan impacts, support the reinvestment process, and manage associated legal documentation.
Process leavers via dedicated workflows including compliance checks. Coordinate payouts while liaising with all relevant internal and external stakeholders.
A structured onboarding process ensures your programme is set up accurately and efficiently — with minimal burden on your internal team, and no dependency on a specific platform.
We discuss your programme structure, number of participants, jurisdictions involved, and existing tools. We define roles clearly between your team, (external) legal counsel, and any platform — and agree on the right setup for your situation.
We guide you through gathering the required documentation — commitment letters, subscription agreements, investment and shareholders' agreements — via a secure and structured process.
We review documentation for completeness, validate all data, and configure the programme. We only work with 100% verified data — regardless of which tools are used.
Participants are onboarded, the programme goes live, and we take over day-to-day administration for the duration of the hold — joiners, leavers, and everything in between.
We work with a clear three-tier model covering the full lifecycle of your programme. Pricing is tailored to the size and complexity of your specific situation — get in touch to discuss what works for you.
One-time engagement covering initial configuration, data validation, and participant onboarding — whether into an existing platform or a new setup.
Monthly retainer for ongoing administration throughout the investment hold — routine changes, document management, and ad-hoc advisory support.
Time and materials for work outside the retainer scope — structural advice, complex exit-phase administration, and M&A scenario management.
Key assumptions: dependent on clear role definition and the client delivering data in a structured format. Exit-phase services are scoped and quoted separately.
Our service is built around your programme — not around a tool. We work independently of any specific software platform, adapting to your existing setup. Where a digital platform genuinely improves the outcome, we can recommend and implement one on your behalf.
For clients who want a fully digital programme environment, we work closely with Dealstack — a purpose-built platform for private equity investment programmes. We are an implementation partner and can handle the full onboarding, configuration, and ongoing management on your behalf.
dealstack.io ↗A selection of the questions we most often hear from fund managers and their management teams before starting an engagement.