Our Model
Mount Ocean’s business model is designed to protect GP economics while providing
the benefits of decades of knowledge about building and managing investment firms. We seek to improve the likelihood of an emerging firm enduring if they are fortunate to gain traction and execute their investment strategy effectively.
Outsourced CFO – While institutional quality financial controls are essential to
securing outside capital, employing a full-time CFO often doesn’t make sense for
an early-stage firm. Mount Ocean serves as outsourced CFO or helps guide
building a firm’s finance function, usually with the goal of bringing these business
functions in-house over time.
Business Consulting – Determining if a founder can run an investment
business and retain their team is the key non-investment question allocators
must answer when backing an early-stage manager. Mount Ocean’s retainer-
based consulting practice helps address the operations and people risks that so
often undermine promising firms.
Capital Formation – Mount Ocean’s capital formation terms are discounted
relative to the market for similar services and typically charged over a longer time
period exerting less economic drag on an emerging firm’s P&L during its critical
formative years.
We rely on our investment underwriting and capital formation skills
to bet on a manager’s marketability and engage under GP-friendly terms so
clients can spend money where it matters most: on paying their people and
executing their strategy.
Culture & Alignment
Thoughtful financial alignment, team management, and culture building are competitive advantages for any investment firm, especially an early-stage firm. Outside of performance struggles, failure to retain top talent is likely the number one culprit destabilizing firms that are fortunate to gain traction. Mount Ocean seeks to help our clients de-risk the people and culture challenges that so often undermine otherwise promising firms.
Financial & Team Alignment
• Financial benchmarking
• Equity transition modeling
• Long-term compensation planning
Talent Management
• Founder coaching
• Manager coaching
• Input on reporting lines
• Performance review structuring and advice
Culture Development
• Core values and goals identification
• Day-to-day best practices
• Activities and traditions fostering culture
• Internal communications and updates
