The SPV Playbook: How MFOs, Private Banks & Fund Managers Do Deal-by-Deal Investments
The SPV Playbook: How MFOs, Private Banks & Fund Managers Do Deal-by-Deal Investments
How sophisticated investment teams turn individual opportunities into structured, investable deals.
You have an investment opportunity and interested co-investors. What needs to happen before the deal is ready to close?
From choosing the structure to agreeing economics and coordinating investor onboarding, each step needs clear decisions and ownership. The work continues after closing, with administration, reporting and investor communications throughout the holding period.
Join Auptimate for a practical, 45-minute live session on the operating playbook behind institutional deal-by-deal investing.
Using an illustrative co-investment scenario, we’ll work through:
When an SPV makes sense: the deal requirements that should inform your choice of structure.
How the structure works: how investors participate and where decision-making responsibilities sit.
Bringing co-investors into the deal: allocations, onboarding, documents and funding.
Setting the economics: opportunity fees, expenses, carry and what investors need to understand.
Managing the investment after closing: administration, reporting and distributions.
Who should attend Professionals at multi-family offices, private banks and fund managers, alongside capital allocators involved in direct investments and co-investments.
The session is relevant to investment decision-makers and the teams supporting deal evaluation, investor relationships, operations and execution.
Wednesday, 23 September 2026 5:00–5:45pm SGT · Live online
Leave with a clearer framework for assessing your next deal and coordinating the work behind it.