Your Journey, From First Conversation to First Investment
We work with a select group of investors who share our conviction that private markets — approached with discipline, transparency, and the right partnerships — offer a compelling complement to traditional portfolio allocations. Whether you are an institutional investor building a structured private markets programme or a sophisticated individual investor seeking direct access to high-quality pre-IPO opportunities, our process is designed to be clear, well-governed, and responsive to your needs.
How It Works
Every transaction follows the same structured, repeatable five-stage process — without exception. Consistency of process is the foundation of consistent outcomes.
Origination
Deal sourced via promoter relationships, family office networks and merchant bankers. Only opportunities meeting initial criteria proceed to evaluation.
Evaluation
Rigorous assessment across four lenses: business quality, valuation discipline, exit pathway clarity and documentation integrity. Most deals are declined here.
Structuring
Entry terms, participation structure, investor documentation and exit mechanisms are fully defined and agreed before any capital commitment is made
Execution
Capital deployed with complete legal documentation — shareholder agreements, transfer forms and all compliance requirements fulfilled before funds move.
Exit
Realised via IPO listing, secondary market sale or structured buyback — whichever pathway was confirmed and documented at the time of entry.
Investor Journey
From First Contact to Distribution
Onboarding
NDA signed → KYC completed → Risk Disclosure Document acknowledged → Investor profiled and qualified for participation
Deal Presentation
Information Memorandum shared → Term Sheet agreed → Deal Participation Agreement fully executed by all parties
Investment
Funds transferred → Payment Confirmation issued → Share documentation completed → Timely investor updates commence
Exit & Distribution
Exit Notice issued → Proceeds computed → Distribution Statement provided → Capital and returns returned to investor
Sample Deal
What a Yoki Transaction Looks Like
*Illustrative purposes only. Past performance is not indicative of future results. Specific deal terms vary by asset class and market conditions.