Launch of an Investment Fund for a Diversified Industrial Group

Client:

A CIS industrial group with core business in telecommunications and significant available capital for diversification through private investments.

Challenge:

The client had substantial liquidity, a strong partner network, and access to promising deals — but lacked a structured vehicle to deploy capital efficiently.The goal was to create a fund that combined institutional discipline with entrepreneurial agility, ensuring governance, transparency, and predictable returns.

Approach:

• Developed the fund strategy and operating model, defining the investment thesis, governance framework, and internal decision-making process.

• Built a deal sourcing and evaluation pipeline, including three waves of applicant selection and due diligence.

• Designed mandates and cooperation rules between the managing partner, investment committee, and portfolio companies.

• Supported the client during the fund’s operational launch and early investment cycles.

Impact:

• The fund was successfully launched and now operates as a family-office-style investment platform.

• Operational revenue 150 mln USD+ within the first full year.

• The fund continues to deliver its target return to anchor investors while maintaining an active, growing portfolio.