Direct Investment Program Services

4 Ways to Work with Us

1. Program Road Map

Identify improvement opportunities and implement best practices across your direct investing program.

2. Due Diligence

Uncover risks and value creation opportunities before you invest and throughout the duration of your ownership.

3. Analytics & Reporting

Have a data-rich overview of your entire portfolio at your fingertips.

4. Turnaround & Recovery

Turn troubled investments around and get your program back on track.

Harness Our 5-Part Direct Investment Program Framework

There is no one-size-fits-all approach to direct investing. Every family’s needs and perspectives are unique. At V3 Limited, we go beyond the numbers to reach the heart of our client’s needs. Every service we offer is based on our 5-part Direct Investment Program Framework: Purpose, People, Process, Portfolio, Performance. When you work with us, expect a holistic approach tailored to your needs, values, and generational vision.


Align interests with a strong sense of direction.

  • Program Definition & Design
  • Investment Policy Development
  • Family & Team Member Engagement
  • Strategic Planning


Engage, develop and reward the right people in and out of the family.

  • Organizational Development
  • Individual & Group Coaching
  • Succession Planning & Facilitation
  • Rising Generation Training
  • Compensation


Create a scalable operating system to support family members across generations.

  • Investment Policy Management
  • Portfolio Construction & Pricing
  • Opportunity Sourcing
  • Due Diligence & Structuring
  • Monitoring & Reporting
  • Cashflow Forecasting & Budgeting
  • Capital Call & Distribution Management
  • Risk Mitigation & Management
  • Rebalancing & Liquidity
  • Tax, Trust & Estate Collaboration


Bring value to your investments and ensure they deliver value to your family.

  • Analytics & Benchmarking
  • Process Execution & Augmentation
  • Individual Asset Optimization
  • Forensic Investigation & Recoveries


Accomplish program level goals that address your family’s strengths, interests and composition.

  • Program Strategic Road Map
  • Program Launch
  • Program Quarterly Reviews
  • Program Annual Reviews
  • Program Continuity