For investors
We take your mandate in detail and introduce you only to what matches it. No fee, no obligation, no broadcast list.
SeRuM works with a select group of investors active in alternative assets. We learn your mandate — asset class, strategy, ticket size, geography, structure — and introduce you only to opportunities that match it. There is no fee to investors and no obligation of any kind.
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Get in touchHow we work with investors
We take your mandate seriously
Most intermediaries treat an investor list as a distribution channel. We treat it as the asset the business depends on. That means detailed questions at the outset — what you invest in, what you decline, cheque size, structural preferences, sectors you are already overweight, whether you are actively deploying — and then holding to that mandate rather than testing it every few weeks with something adjacent.
We filter before you see anything
Every opportunity we introduce has been through our own assessment first: strategy, track record, terms, team, and whether the raise is realistically fundable. We decline mandates we cannot support. You see a smaller number of introductions than you would from a broadcast list, which is the point.
We tell you what we know and what we don't
We share what we have verified and are explicit about what we have not. We are an introducer — not a diligence provider and not an adviser. Your own diligence, your own advisers and your own judgement govern every decision. We would rather lose an introduction than overstate one.
There is no obligation and no pressure
An introduction is an introduction. Look at what fits, decline what does not, and tell us when your mandate changes. Investors who tell us "no, and here is why" make our matching better and get better-fitting introductions afterwards.
What an introduction looks like
Mandate capture
A conversation about what you invest in, at what size, in what structures, and what you rule out. The more specific you are, the better the matching gets.
Screening
We assess opportunities on strategy, track record, terms, team and fundability before anything reaches you. Most of what we see does not pass this stage.
A short brief
When something matches, you receive a concise summary — strategy, size, terms, track record, and why we think it fits your stated mandate specifically. Enough to decide whether it warrants a meeting, without a fifty-page deck landing unannounced.
Your call
If it is interesting, we arrange an introduction to the manager directly. If not, tell us and we move on. Declining costs you nothing and improves what you see next.
Direct relationship thereafter
Once introduced, the relationship is yours. Diligence, negotiation and the investment decision happen between you and the issuer. We stay available if useful and out of the way if not.
What we introduce
- Hedge funds — emerging and established managers across long/short equity, credit, macro, quantitative and multi-strategy.
- Private equity and venture capital — first-time funds, spin-outs and established sponsors raising subsequent vintages, across buyout, growth, credit and venture.
- Real estate — single assets, programmatic joint ventures, discretionary funds and recapitalisations across commercial, residential, industrial and specialty property.
- Private operating companies — established businesses raising growth equity, structured capital or minority stakes, including direct and co-investment opportunities.
Who we work with
Single and multi-family offices, registered investment advisers and wealth managers, fund of funds and multi-manager platforms, endowments and foundations, insurance and pension allocators, private investment clubs and syndicates, and qualified individual investors active in alternative assets.
Participation is limited to investors who meet the applicable eligibility standards in their jurisdiction — in the United States, generally accredited investor or qualified purchaser status depending on the offering. Eligibility is confirmed by the issuer as part of its own subscription process, not by SeRuM.
What we ask from you
- Your mandate, in specifics. Asset classes, strategies, typical and maximum cheque size, geographic scope, structural preferences, and anything you categorically do not do.
- Your current posture. Whether you are actively deploying, what your remaining allocation looks like, and where you are already overweight.
- Candid feedback. When you decline, tell us why. It is the single most useful input we receive.
- Confidentiality. Materials are shared in confidence and are not to be forwarded outside your organisation without consent.
What we don't do
- We don't advise. We make no recommendation about the suitability of any opportunity for you.
- We don't conduct diligence for you. Our screening is a decision about whether to work with an issuer, not a diligence report.
- We don't broadcast. Your details are not shared with issuers without your agreement, and you are not added to a distribution list.
- We don't chase. If you decline or go quiet, that is an answer.
Frequently asked questions
Does SeRuM charge investors a fee?
No. We do not charge investors for introductions. Compensation arrangements sit on the issuer side and are disclosed to investors on request in relation to any specific introduction.
Do I have to invest in anything you introduce?
No. There is no obligation of any kind. We would rather you decline clearly than engage out of politeness.
Does SeRuM provide investment advice or recommendations?
No. We are not an investment adviser and we do not make recommendations. We facilitate introductions. All diligence, advice and investment decisions rest with you and your own advisers.
Does SeRuM conduct due diligence on the opportunities it introduces?
We conduct our own assessment before deciding whether to work with an issuer, and we tell you what we have and have not verified. That assessment is a screening decision, not a diligence report, and it should not be relied on as one.
What eligibility standards apply?
It depends on the offering and your jurisdiction. In the United States, private offerings are generally restricted to accredited investors, and some to qualified purchasers. The issuer verifies eligibility as part of its own subscription process, not SeRuM.
How often will I hear from SeRuM?
Only when something matches your stated mandate. We do not run a newsletter and we do not broadcast opportunities.
Will my details be shared with issuers?
Not without your agreement. We introduce you to a manager only once you have said you want the introduction.
SeRuM provides introduction and networking services. We are not a registered broker-dealer, not a placement agent, and not an investment adviser. We do not offer, solicit or sell securities, we do not provide investment, legal, tax or accounting advice, and we do not make recommendations regarding any investment. Nothing on this website constitutes an offer to sell or a solicitation of an offer to buy any security, and no such offer will be made except through definitive offering documents provided by the issuer. All investment decisions, due diligence and negotiations are the sole responsibility of the parties involved. Investing in private funds and private companies involves substantial risk, including illiquidity and total loss of capital. Past performance is not indicative of future results.
Register your mandate
Tell us what you're looking for.
Asset classes, cheque size, geography, and what you rule out. Specific mandates produce better-fitting introductions than broad ones.