Advisory Built for Founders and Long-Term Investors

Independent consulting and strategic advisory for founders, family offices, RIAs, and institutional investors seeking disciplined guidance and selective private market access.
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Family Offices

We support global family offices seeking selective access to institutional-grade private market deals—particularly in technology, compute, and advanced infrastructure.

Our relationships and diligence frameworks help families evaluate opportunities typically restricted to larger institutional LPs.

RIAs & Wealth Advisors

Most wealth platforms are unable to access large-ticket private equity, private credit, and advanced technology deals.

CDM provides selective deal access, clear communication, and institutional-quality diligence so advisors can confidently support their clients.

We help RIAs:

  • Evaluate complex private deals

  • Access opportunities normally requiring $50M–$150M minimum checks

  • Bring disciplined underwriting into client discussions

  • Differentiate themselves in competitive wealth markets

Founders & Growth-Stage Companies

We advise founders navigating capital strategy, investor positioning, cross-border relationships, and M&A readiness.

Our network of family offices, strategic investors, and institutional LPs provides founders with aligned, long-term partners—not just capital.

We support founders with:

  • Strategic capital planning

  • Valuation & materials for investors

  • Targeted introductions to aligned capital

  • Cross-border investor communication

  • Transaction and M&A preparation

Institutional Investors

Select institutional LPs engage CDM for deal sourcing, cross-border introductions, diligence support, and private-markets insight across advanced technology and private credit.

We help institutions:

  • Access founder-level deal flow

  • Evaluate complex technology transactions

  • Expand global sourcing channels

  • Supplement internal diligence

Cross-Border Strategic Investors

We work with sovereign-linked family offices, corporate investors, and strategic groups across the Middle East and Asia seeking exposure to U.S. technology markets.

Our values includes:

  • Culturally aligned communication

  • High-quality, curated deal flow

  • Institutional-grade diligence packages

  • Disciplined filtering and risk analysis