Lead-family guide
Private market co-investment workflow for lead families
A professional co-investment workflow has five stages: prepare the opportunity, select the structure, invite qualified investors, approve subscriptions, and maintain post-close visibility.
| Stage | What good looks like |
|---|---|
| Prepare | Clear thesis, allocation, timeline, and materials owner |
| Structure | Wrapper chosen for investor base, custody, reporting, and jurisdiction |
| Invite | Controlled access, NDA acceptance, and clear professional-investor framing |
| Approve | Lead-family approval, subscription capture, and settlement tracking |
| Maintain | Updates, reporting, document access, support, transfers, and exit process |
Families usually feel the pain when these stages are split across inboxes, file links, spreadsheets, and ad hoc calls. The Syndicate brings the workflow into one private workspace.