Investment Advisory
Use our firm as a resource when unique investment opportunities present themselves.
From time to time, we assist clients in evaluating specific investment opportunities as part of a broader capital allocation discussion. These may be opportunities independently discovered by the client or presented to the client by a third party.
This may include independent analysis and due diligence of public or private investments, cryptocurrencies, funds, alternative investments or other non-standard opportunities. Our role is to help clients understand the underlying assumptions, risks, incentives, and trade-offs involved so decisions are made thoughtfully and in context.
This service is selective, scoped, and advisory in nature. Keala Advisors does not source deals, promote investments, or participate in transaction execution.
Evaluation of private investments, including private companies, funds and special situations
Public market security analysis
Portfolio fit analysis to determine how a prospective investment aligns with an existing portfolio
Review of offering materials and investment structures
Private company due diligence support
Liquidity, timing and capital commitment considerations
Digital assets analysis
Start a Conversation
If you’re seeking clarity and structure without ongoing management, we’re here to help.