Case study · London Business School

Repeatable. Scalable.
Taught.

A way of co-investing so repeatable and scalable that London Business School teaches it — in its MBA streams and its private-equity programmes. One structure, run deal after deal: each investment ring-fenced and issued as a bankable certificate the co-investor buys through their own bank.

London Business School
i Repeatable

One playbook. Every deal.

It began with a Swiss firm that wanted to lead a venture round on its own terms.
So it pooled the right investors into a single vehicle — then made that vehicle repeatable, the same wrapper deal after deal.

One wrapper

A Guernsey Protected Cell Company, used for every deal — purpose-trust owned and supervised by the Guernsey Financial Services Commission.

One cell per deal

Each investment is ring-fenced in its own legally segregated cell. No commingling; a cell's risk is its deal, not the issuer.

One bankable certificate

Each cell issues a tracker certificate with its own ISIN, registered with SIX — held like any other security.

A week, not months

A new deal is instantiated from the template, not built from scratch — institutional speed without cutting corners.

TRACKER CERTIFICATE
GUERNSEY PCC
CELL · BANKABLE
Underlying
One deal
A Guernsey Protected Cell Company
ISIN · GG · registered with SIX
N° I
The instrument
The same certificate, deal after deal.
Registered with SIX and carrying its own ISIN, each certificate is bought the way a bond is — the co-investor instructs their existing bank and it settles into their custody account. Identical mechanics every time. This is the instrument The Syndicate issues today.
ii Scalable

From one family to many.

Add the second co-investor, or the fiftieth, without adding friction.
Why it scales

Because the certificate is bankable, an investor joins by instructing the bank they already use; it settles into their existing custody account, like a bond.

That is how the original vehicle was syndicated by Credit Suisse to its wealth-management clients — each subscribing through their own bank, with no new custodian and no fresh onboarding.

The same structure carries one investor or fifty.

iii Taught at London Business School

Useful enough to teach.

London Business School chose to feature the approach as a teaching case — written up by Professor Florin Vasvari for the Institute of Entrepreneurship and Private Capital, and taught across its MBA streams and private-equity programmes.

The full London Business School case study is available on request — together with access to the platform that runs this structure for lead families today.

We review every request and reply with the case study and an invitation. No obligation.

Ariel Barack · ANA Wealth

Related reading

How private deal syndication works How lead families use The Syndicate to structure private deals, invite professional co-investors, manage subscriptions, and maintain investor visibility after close. Bankable SPV vs regular SPV A practical comparison for lead families: when a regular SPV is enough, when a bankable certificate structure is cleaner, and how Guernsey, Luxembourg, Ireland, and Cayman typically differ. How to syndicate a private investment deal A practical guide for lead families on turning a private investment opportunity into a controlled, professional co-investment syndicate. Family office co-investment structure checklist A checklist for lead families comparing private co-investment structures, investor readiness, custody expectations, and post-close administration.