Caldoun Capital Inc.

Our Process

Introduction to
allocation.

A five-stage engagement model, deliberately paced, designed to align capital with conviction.

  1. 01 / 05

    Stage 01

    Introduction

    A confidential, no-obligation conversation to understand your investment objectives, time horizon, existing exposures and preferences.

  2. 02 / 05

    Stage 02

    Eligibility & Suitability

    We confirm your status as an eligible investor under applicable Canadian securities laws and assess whether private-market allocations are appropriate given your circumstances.

  3. 03 / 05

    Stage 03

    Curation & Diligence

    You receive a considered shortlist of opportunities with clear documentation on underlying diligence, structure, terms and material risk factors.

  4. 04 / 05

    Stage 04

    Allocation

    Where an opportunity is available and appropriate, we facilitate the allocation, coordinate documentation and liaise with counsel and administrators.

  5. 05 / 05

    Stage 05

    Stewardship

    Ongoing reporting, updates and — where relevant — support around secondary liquidity events or public listings over the life of the investment.