Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices.
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“The most successful investors proactively uncover and not just address but attack key risks during good and challenging times. While the full impact from the Great Lockdown is not fully known, now more than ever investors should reassess risks in their private investment portfolios”
The partnership enables a one-of-a-kind suite of financial and analytical reports specifically for private equity/debt fund and direct investment portfolios. This unique private investment reporting combines V3Limited’s proprietary set of benchmarks, analytics, and diligence process to forecast results and provide the transparency needed to identify both high- and under-performing investments with Mirador’s expertise in data management and financial report creation.
“V3Limited is the expert in identifying the good, the bad and the ugly in private investment portfolios and they have a proven track record of taking the steps necessary to generate or recoup significant value for their clients through their private investment action plans,“ said Joseph Larizza, Managing Partner, Mirador. “Leveraging Mirador’s financial reporting expertise, we recreated V3’s assessment tools as a suite of reports for our clients, allowing ultra/high net worth investors to have true clarity on the health of the alternative portion of their portfolio like never before.”
“The most successful investors proactively uncover and not just address but attack key risks during good and challenging times. While the full impact from the Great Lockdown is not fully known, now more than ever investors should reassess risks in their private investment portfolios,” said Tim Wray, Co-Founder and Partner of V3Limited. “Our partnership with Mirador includes the step-by-step roadmap we used to help families and their wealth managers emerge successfully from the post-2008 crisis. Combining Mirador’s reporting expertise and V3’s private investment capabilities, family offices will have an objective and deep-reaching report dashboard for early warning of under-performing private investments and can take the actions necessary to avoid getting stuck or realizing permanent losses in this current downturn. Investors will have the transparency and control they need to drive improved outcomes across their private portfolios in any market condition.”
