Continuum delivers senior, practitioner-led advisory focused on execution, not theory. Our work is structured, investment-committee ready, and designed to support both deal teams and management teams.
INVESTMENT & OPERATING DILIGENCE
We support private equity sponsors and investors with independent, front-to-back operating diligence across alternative asset platforms and service providers.
Typical focus areas include:
• Operating model, workflow, and governance assessment
• Treasury, liquidity, and cash-control evaluation
• Credit facility and leverage infrastructure (subscription lines, NAV lines, repo, margin)
• Fund accounting, valuation, and reconciliation integrity
• Technology stack, data architecture, and system integrations
• Administrator, vendor, and service-provider oversight
OPERATING PARTNER & VALUE CREATION SUPPORT
Post-close, Continuum works alongside operating partners and management teams to stabilize, scale, and institutionalize operating platforms.
Engagements commonly include:
• 100-day operating and infrastructure plans
• Treasury and liquidity model redesign
• Credit facility administration and covenant governance
• Workflow and control-framework uplift
• Organizational scalability and operating-leverage analysis
• Vendor rationalization and cost optimization
TREASURY, ACCOUNTING & TECHNOLOGY ADVISORY
Continuum also serves as a senior advisory resource to managers and service providers navigating complexity driven by scale, leverage, or growth.
Advisory focus areas include:
• Scalable treasury operating models and bank architecture
• Cash forecasting, liquidity dashboards, and capital-activity planning
• High-volume wire governance and entitlement controls
• Fund accounting close processes, valuation governance, and audit readiness
• System evaluation, integration architecture, and data governance
• Fintech servicing platforms and automation strategy


