Leveraging
Co-Investments

Membership based co-investment fund for family offices

Co-Invests

Secondaries

Private Equity

Growth Equity

Credit

Fundit Collective

Select group of family offices allocating capital alongside institutional investors

Fundit sources and diligences a broad selection of private market co-invests, to select the best risk/returns

Our members take a more direct and active approach to private market investing vs. traditional blind pool funds, maintaining discretion and leveraging Fundit to do the heavy lifting

Deal-by-deal
investments

Streamlined
execution

Guiding Investment Principles

We believe in a few principles which shape our investment approach:

Manu Bhat, Founder

Deep due diligence

Downside protection

Strong alignment

Consistent returns

1

Explore

2

Review

3

Invest

1 - Explore

Explore co-invests

Co-Invests

Secondaries

Private Equity

Growth Equity

Credit

Members are notified when we are making an investment, typically every 1-2 months

2 - Review

Review investment materials

Review our investment memo which summarizes the critical deal terms, information, and considerations

Fundit estimated returns based on different modeled scenarios

Discuss any questions with the team live

3 - Invest

Invest & Monitor

Members choose to invest at their discretion on a deal-by-deal basis

We've streamlined the investment and monitoring process on the Fundit Portal

The Fundit Collective

Private investment group of family offices allocating capital alongside institutional investors

The team analyzes co-investments from our fund network to find the best risk/returns, and we invest in targeted deals

Members

100+

Funds

50+

Select Co-Invests

We co-invest in high quality private assets managed by top private equity firms

Industrial/Infrastructure Portfolio

Private Equity

Secondary

Industrials

Infrastructure

An opportunity to buyout a portfolio of industrial companies with infrastructure end-markets at a steep discount to public market valuations, alongside leading institutional funds.

Open

Learn More

Energy Services Co-investor Buyout

Private Equity

Secondary

Energy

Discounted buyout of a co-investor in a fast growing and market-leading US energy services company. The company has been the most successful investment of the controlling private equity firm.

Open

Learn More

Semiconductor Chip Designer

Private Equity

Co-Invest

Technology

An opportunity to acquire a cash flowing, capital-light, and fast-growing semiconductor technology company at an attractive valuation.

Open

Learn More

*The above examples are for illustrative purposes only and are not a solicitation for investment

How we work

Fundit Team

Members

1

Source high quality co-investments from our fund network

1

Get in touch with our team to be onboarded

2

Evaluate with institutional due diligence

2

Receive our deal memos in your inbox

3

Select the most attractive risk/returns and present our analysis (deal memo) to Members

3

Ask the Team any questions about the co-invest

4

Manages the administrative work and tracking on behalf of Members

4

Invest and track on the Fundit Portal

How we work

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