We help clients build and execute private equity investment strategies based on their unique needs and goals. We collaborate with every client and listen to their specific investment philosophies, interests, and needs, and to help determine if an investment opportunity may match their risk tolerance and investment objectives.

We support investors on due diligence investigations of a business and potential investment, and provide an objective, fact-based assessment of relevant risk factors and other critical points of consideration in connection with the business and investment.

If an investor elects to move forward with an investment, we can support the onboarding process and review and negotiate relevant documents in this process for the investor.

Liko can provide ongoing investment management and support services, including: custodian of records for public registrations, meeting minutes, governance, investor, and documents relevant to the investment; interface with businesses managers/directors on issues concerning the investor; help to coordinate and collect tax and distribution documents (e.g., K-1s); review and report on quarterly and annual reports, data analytics; and quarterly review of investment strategy in relation to each holding.