Structuring

A structuring ecosystem built for the private wealth era

Private markets require more than investment access — they require the right structure. Investa has built a comprehensive structuring capability, including its own proprietary vehicles, to ensure that every opportunity reaches clients in the most efficient, compliant, and scalable wrapper available.

Investa operates its own investment vehicles for both internal and client use — across fund, securitisation, and direct structures. The firm does not only advise on structure; it operates structures itself, providing clients with direct access to purpose-built vehicles rather than off-the-shelf solutions.

The ability to structure across the full range of available vehicles: Luxembourg RAIF, SLP, sub-threshold AIFM, GP/LP, direct, securitisation, UK nominee, and tokenisation. Custody approved across a broad network of leading custodian banks, with significant private assets deployed.

A nimble structuring capability is essential for efficient distribution and a streamlined transaction process. Choosing the right structure at inception has long-term benefits for every stakeholder — and requires a high degree of expertise to execute correctly.

Investa partners with Delio — an award-winning fintech — to deliver a fully digital client experience: onboard, document, sign, instruct, and report. Institutional-grade process. Private wealth simplicity. Designed for scale across jurisdictions.

Transactions

Selected structuring mandates

.01

Bespoke SPV — $5M direct investment, single-family office
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Access to high-quality opportunities through an extensive network of family offices, entrepreneurs, and specialist asset managers. A co-investment and partnership model ensures genuine alignment of interests and institutional pricing on every deal.

.02

Multi-vintage PE programme — wealth manager distribution
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Designed a multi-vintage programme allowing a wealth manager to offer diversified private equity access within a single structured wrapper, eliminating the operational burden of managing individual fund subscriptions for its HNW client base.

.03

Secondary market for Investa notes
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Established secondary market liquidity for existing Investa note holders by matching supply and demand within the platform — creating structured exit optionality within a securitisation framework where none had previously existed.

.04

Multi-party SPV — pre-IPO access and simultaneous secondary
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Negotiated access, structured the vehicle, and executed a transaction providing investor access to an oversubscribed pre-IPO opportunity while simultaneously facilitating a partial secondary exit for existing shareholders.

Client Perspectives

"When we identified a compelling hedge-fund opportunity for our clients, Investa structured a bespoke investment vehicle tailored to our requirements and executed the process with speed, precision, and institutional-grade professionalism. Their ability to efficiently facilitate complex single-name investments made them a highly valuable partner."

Hedge-Fund Investment Structure

"Investa designed and structured tailored private equity and venture capital vintage programs aligned with our long-term investment objectives, while also advising on fund selection and facilitating access to leading managers. Their combination of strategic insight, market access, and execution capabilities delivered a highly institutional-quality solution."

Private Equity Portfolio Structuring

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