Investment Ideation & Origination: Private Equity & Principal Investors
Investment Administration Services for GPs Seeking Effective Capital Deployment Strategies

Most consultants are focused on transaction tax advisory, with general recommendations that prove muted and lack material impact on helping portfolio companies compete. Most companies that are ideal for private equity are mature-cash flowing entities. However, post-close, private firms need to become competitive (either through original competition strategies or digital initiatives) without compromising operating margins. Traditional consultancy firms lack the tactical and operating know-how to refresh these mature companies to situate for the future. Future Advice helps transform these mature businesses into refreshed-competitive versions of themselves.

We help financial sponsors establish original investment thesis’s that contribute to alpha-generating strategies throughout the entire portfolio life cycle. We differentiate by remaining active and tactical between the GP and the portfolio companies throughout the holding period, with a keen understanding on finding competitive solutions that help increase IRR during the HPR.

Future Advice differentiates by being involved and contributing [early] to Investment Committees (“IC”) efforts to build an original investment thesis across select industries. We operate as an independent sponsor but implement as an entrepreneur-in-residence.

We Are Fiduciaries

Future Advice’s parent company, Blackcrown Inc, is an SEC registered investment advisor (“RIA”). Our consultancy services and recommendations to the private equity community is always through a fiduciary lens, acting as a true partner for our GP relationships.

Future Advice Helps GPs and the IC Process

Future Advice focuses on the origination phase of the investment lifecycle. We help financial sponsors create original investment thesis to differentiate against other sponsors, and position the portfolio ahead of macro trends that would raise transaction multiples. While many private equity consultancy firms focus on existing market trends, Future Advice helps financial sponsors position well ahead of growing precedent transactions.

Future Advice Helps Value Creation for the Fund

Future Advice employs an integrated advice approach that leverages our hands-on experience as an independent sponsor, and operating experiences to provide critical perspectives that improve portfolio company performance. We are differentiated as a trusted partner to established GPs.

Future Advice Helps Craft Exit Strategies Within 1/1/ Year 1 of Hold

We are incredibly focused on sponsor returns, carrying a thorough understandings of actions and decisions that ultimately matter and drive true value for the GP. Additional to deal strategies, beyond a build strategy to acquire other firms, it is critical to establish internal operational and sales playbooks that drive organic top line growth & EBIT margins. Future Advice focuses on organizing with portfolio companies to establish hyper-focused playbooks that unlocks existing synergies that was always latent and available within the company.

When to Work With Us

  • GP Investment Origination Services

    Future Advice delivers origination services for GPs, helping craft original investment thesis across select industries. We challenge biases and we differentiate as a player with the utmost intellectual integrity unafraid to “dress down” even our own thesis to ensure the best investment thesis’ & recommendations prevail.

    Through our rigorous methodology, we help financial sponsors uncover and define highly successful IRR generating investment thesis’s.

  • Investment Screening & Opposition Due Diligence

    Future Advice helps augment the investment committee process with independent opinions and independent investment screening & due diligence to ensure the best ideas survive the IC process. For man private equity funds, this is a “make or break” moment where total fund performance is anchored on an investment allocation. Traditional consultants do no operate and think as a Sponsor - Future Advice is vastly different as we operate as a Sponsor-minded professional to diligence any investment thesis and assist opposition due diligence.

  • Exit (Sell-Side) Planning & Strategy Formation

    Exit planning begins before the investment is made. Future Advice differentiates by having a comprehensive exit-planning playbook that builds during 1/1 Year 1 of the holding period. During the period, Future Advice works throughout the industry to provide actively managed advice with portfolio companies, ensuring market success and strategic buyers are partnered together with the portfolio company before the exit period process begins.

  • Portfolio Strategy & Acquisition Development (with Investment Banking Partners)

    Future Advice coordinates with the GP and select investment banking boutiques to create a cohesive acquisition development playbook that identifies acquisitions that repositions a mature entities into different industry verticals to capture increased multiple expansion potentials.

  • Portfolio & Corporate Deal Strategy

    Future Advice works through (actively) with the portfolio and corporate deal strategies to identify white spaces where the portfolio company can extend itself into net new customer markets.

    We work with management to craft existing portfolio product strategies to support deal strategies where net new acquisitions become earnings accretive.

  • SaaS Portfolio Product Strategy & GTM Formation Services

    Future Advice is a specialist for SaaS/Enterprise Software companies. We understand Enterprise Software, creating true value-add for GPs working throughout the enterprise software industry. Before acquisitions that extends any “software platform” companies, we work to ensure net new acquisition targets will coordinate + enhance the portfolio companies software solutions for existing & net new customers.

Contact us.

franklin@futureadvice.com
P.O. Box 48
Old Westbury, NY 11568