Perdue Capital Advisors / Advisory
Investment Team Support
We serve as your investment team's extra seat, on demand: underwriting, IC materials, and portfolio monitoring for funds, sponsors, and family offices, delivered by a principal who has held that seat.
What we do
Underwriting and diligence support · credit and equity, from screen to close, in your templates or ours
Investment-committee memoranda and presentations · IC-ready materials built to institutional standard
Portfolio monitoring and valuation infrastructure · monitoring systems and quarterly valuation processes that run reliably
Portfolio restructuring workstreams · amend-and-extend, workout, and recovery analysis inside the book
Investor, board, and lender reporting · the reporting layer investors and credit teams expect
Typical engagements
A fund with an empty seat mid-process that can't slow its pipeline
A sponsor with surge deal flow needing underwriting horsepower this month
A credit fund that needs monitoring and valuation infrastructure built properly
If the pipeline outruns the team or the seat is empty mid-deal, plug us in. Our principal has done this exact work from inside a $3.8bn mezzanine and equity portfolio and across a $12bn, 136-company private-debt book.
Contact
If the situation can't wait, neither will we.
Urgent notes are answered first, same day. New York based, serving companies nationwide, remotely and on-site.
[email protected]