IDaaS - Investment Director as a Service

An alternative to building a full team or maintaining a heavy internal structure.

IDaaS

IDaaS is a full-service solution for direct investment sourcing, transaction execution, and active portfolio oversight—designed specifically for family offices and HNWIs seeking smart, agile, and personalized access to the world of private direct investments (PE / VC /RE).

  • From early-stage opportunity detection to deal structuring and post-investment support, IDaaS blends strategic analysis, advanced technology, and boots-on-the-ground insight to ensure every decision is deliberate and every euro invested is intentional.

  • To access high-quality off-market VC/PE/RE opportunities, you need someone who thinks like a partner, acts like a radar, and executes like an insider.

  • In today’s market, the edge is no longer just about capital—it’s about the speed and intelligence behind each move. Waiting too long can be costly. The best opportunities don’t get listed—they’re identified, validated, and closed long before reaching traditional channels.

    That’s where we come in: serving as your outsourced Investment Director—bringing tailored strategic vision,

    direct access to key ecosystems, and AI-powered intelligence tools working 24/7 to spot market signals before anyone else.


Solution

We act as your outsourced Investment Director. Whether you’re building your first direct investment portfolio or managing a lean family office, we help you:

  1. Design conviction-driven investment theses

  2. Validate those theses with micro-market analysis

  3. Identify opportunities aligned with your strategy

  4. Execute deal sourcing with clarity and speed

  5. Manage your investment portfolio

All without the cost or complexity of building an internal team.

1. Investment Thesis Design

We co-develop focused investment theses based on your personal expertise, risk tolerance, and strategic goals—always aligned with macroeconomic trends and sector insights. Each thesis is updated regularly to reflect shifting market dynamics.

Generate and refine investment theses based on macro and sectoral trends

  • Summarize regulatory shifts, funding movements, and emerging business models

  • Auto-generated dashboards with thesis-aligned market signals

  • Identify whitespace or saturated niches

  • Validate real demand signals

  • Track incentives and regulatory shifts

  • Map buyer intent and competitive dynamics

  • We apply natural-language-driven research agents that:

  • Scan databases, industry news, and startup directories

  • Automatically detect whitespace or oversaturation

  • Identify tailwinds—before they become obvious

2. Intelligent Deal Flow & Pipeline Generation

You receive personalized, thesis-aligned deal flow—sourced and optimized with smart tools.

  • Lead detection for companies, founders, or assets that match your thesis

  • Use of advanced sourcing platforms and outreach templates

  • Early identification of off-market opportunities

  • Curation of high-fit deal flow

  • Target scouting for light roll-up strategies

Ecosystem Mapping & Stakeholder Strategy

  • We connect with key ecosystem players: co-investors, accelerators, regional VCs, and strategic partners.

3. Roadshows & Opportunity Presentation

Preparation and co-delivery of roadshows and one-on-one deal presentations with strategic targets and co-investors.

4. Deal Structuring, Investment Committee Presentation & Negotiation SupportFinancial modeling and term sheet review

  • Strategic positioning of each deal

  • Full negotiation support, particularly in fragmented or opaque markets

  • Assistance in valuation, terms, and deal execution

5. Corporate Development & Expansion Strategy for Active Investments

For portfolio companies or growth-oriented theses, I provide support in:

  • Competitive benchmarking

  • Market entry strategy

  • Go-to-market roadmaps

  • Development of strategic partnerships

  • But mist importantly, we seat on boards.

6. Portfolio Monitoring & Automated Intelligence

You receive:

  • Best-in-class sourcing and portfolio management tools

  • Quantitative and qualitative governance/leadership evaluations

  • Exit analysis and capital deployment pacing

  • Auto-generated KPI reports

  • Weekly or monthly dashboards

  • Smart alerts on risks, exit windows, or upside opportunities

Why This Model Works

✔️ No Heavy Infrastructure Needed
You don’t need to build a full team—you need clear, strategic vision. I provide fractional leadership with institutional-grade depth.

✔️ A Strategic Ally with High Expertise and AI-Powered Precision
You gain the support of an experienced investment director who brings hands-on execution and AI-enhanced scalability.

  • Proven execution across diverse scenarios and client profiles

  • Reports directly to partners or the investment committee on a weekly basis (2 hours/week)

  • Handles the full scope of responsibilities typically carried out by an in-house investment director—without the fixed cost

  • Deep experience in every service offered, combined with AI tools that streamline operations and boost decision-making efficiency

Who Is This For?

  • First-generation HNWIs building direct investment portfolios

  • Lean family offices needing strategic capacity

  • Post-exit founders seeking intelligent deal flow

  • Global investors exploring new sectors or geographies

1.800 €/month

Includes:
✔️ Pre-defined weekly deliverables
✔️ 2 hours of weekly strategy meetings
✔️ Curated investment intelligence
✔️ Flexible, confidential partnership

Limited Availability: Only 3–5 active clients at a time