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.

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.

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.

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.