Self-serve onboarding
For SPV syndication participation, the platform handles eligibility verification, family office onboarding, and access to current transactions. Suited to commitments below $1M per transaction.
Start investingFamily offices.
Direct deal access on a per-transaction basis, alongside the firm. No blind pool, no fund-cycle constraint, no double layer of fees. Family offices participate in transactions the firm originates, underwrites, and holds principal positions in.
Why this fits a family office.
Family offices that allocate to private markets choose between three structural paths: commit blind capital to a private equity fund, source and underwrite direct positions themselves, or co-invest alongside a sponsor on individual transactions. Each has structural trade-offs.
A fund delivers diversification and outsourced sourcing at the cost of per-deal discretion, fund-cycle exit timing, and a double layer of fees. Direct sourcing delivers full control but requires deal flow, diligence capacity, structuring infrastructure, and ongoing administration that few family offices want to build at scale. Per-transaction co-investment sits between the two: the family office decides on each opportunity individually, on visible terms, with the sponsor running the work that the family office would otherwise have to do itself.
Ladd Capital's model is built for this third path. The firm originates transactions, underwrites them, structures them, and takes its own principal position before any external capital is invited. Family offices participate on the same economic terms as the firm. The diligence file is shared in full; the structuring is explained; the administration is run by the firm through the holding period.
Two access paths.
Family offices access transactions through one of two structural paths.
For per-transaction commitments below $1M, the family office subscribes to the transaction's single-purpose vehicle alongside other syndicated investors. The SPV holds the position in the underlying asset and the family office receives pro-rata returns on the same terms as the firm. Minimum commitment is $100,000; typical floor is $250,000. The structure handles diligence sharing, structuring, governance, capital calls, distributions, and reporting through the firm's investor platform.
For commitments at $1M or above, family offices may take direct positions on the cap table of the underlying asset, alongside the firm's position. Direct positions are structured per transaction the family office's name appears on the cap table, terms are negotiated where required, and the family office holds the position directly rather than through the SPV layer. This suits family offices establishing ongoing exposure to specific sectors or geographies, families with their own governance preferences for direct holdings, and multi-generational structures that benefit from the family entity being the direct holder of record.
The two paths are not mutually exclusive. A family office can participate in some transactions through the SPV and others as a direct holder, based on the size and structure of each opportunity.
Evaluating a transaction.
Every transaction shown to investors has already passed the firm's own underwriting bar. The firm's diligence file is the basis on which the transaction is shared not a marketing summary, but the actual commercial, financial, legal, and reference work the firm did before committing its own position.
For a family office evaluating a transaction, this is the difference. The family office is not handed a teaser and asked to commit on a thesis. The family office receives the full underwriting work, the structuring rationale, the firm's view on risk and return, and the terms on which the firm itself is participating. The family office's diligence is whatever incremental work it wants to do on top of the firm's typically commercial reference checks, sector-specific perspectives, or alignment with the family's broader portfolio.
The timeline from transaction introduction to family office decision typically runs two to four weeks; longer for cross-border transactions or where the family office's investment committee requires additional process.
Sector and geographic fit.
The firm's deal flow covers the sectors listed on the criteria page technology and software, real estate and development, energy and natural resources, financial services, healthcare and life sciences, infrastructure and logistics, consumer and luxury goods, industrials and manufacturing, defence and aerospace, hospitality and entertainment, media and telecommunications, and private equity and venture co-investment.
Family offices typically have allocation preferences and exclusions based on existing portfolio exposure, family interests, or thematic preferences. The platform records these preferences during onboarding and the firm matches inbound transactions to family office mandates accordingly. A family office focused on industrials and consumer will not see early-stage technology positions; a family office with a defence-related exclusion will not receive defence transactions.
Geographic fit follows the same logic. The firm's office coverage spans nine financial centres globally; family offices set preferences for the jurisdictions they hold and the structures they prefer. Cross-border transactions are common and are structured to suit the family office's existing entity architecture.
Reporting and administration.
Family offices have established reporting systems for their portfolios and require structured data on performance, capital calls, distributions, and holdings. The firm's platform provides quarterly performance reporting per position, capital call and distribution notices with structured payment instructions, annual audited financials where the SPV structure requires audit, and holdings data in formats compatible with major family office reporting platforms.
Where the family office uses one of the major reporting platforms Addepar, Eton, Asset Vantage, or others the firm coordinates with the family office's reporting team during onboarding to ensure the data feeds match the family office's existing infrastructure. For direct cap-table positions, reporting is structured per the family office's preferences and the underlying asset's reporting cadence. Where the family office holds board observation or directorship rights, the firm coordinates information flow alongside the company.
The firm's economics.
The firm holds a principal position in every transaction shown. Cash co-investment alongside investors on pari passu terms, equity participation directly at the cap table, or carried economics above an agreed hurdle on investor returns. Where the firm holds pari passu, the firm's outcome and the family office's outcome are the same. Where the firm holds carry, the firm earns only above the hurdle; below the hurdle, the firm's economic outcome is zero.
The firm does not earn placement fees, ongoing management fees, or other event-based fees that are structurally common in fund and placement-agent models. The economic alignment is structural the firm earns when the family office earns, on the same basis.
Engage.
Speak with the team
For direct cap-table positions at scale, bespoke structuring requirements, or multi-generational entity arrangements, the engagement begins with a conversation. Suited to commitments at $1M or above per transaction.