AssetMax.ai

Who We Work With

AssetMax is used across the full investment lifecycle — from sourcing and diligence through to value creation and exit.

Who We
work With

Our platform supports deal origination, diligence, value creation, and exit preparation—helping clients move faster, reduce risk, and maximise valuation outcomes.

Private Equity
Funds

Portfolio
Companies

Sell-side
Advisors

Family
Offices

Corporate

Corporate
Finance Advisors

Capabilities

Pre-Deal • Holding Period • Exit Readiness

Private Equity Funds

GPs and deal teams
We work with investors who need earlier access to opportunities and higher conviction at speed.

AssetMax supports:

  • proactive deal sourcing outside competitive processes
  • faster, evidence-backed investment decisions
  • clearer visibility on risks before signing
  • execution of value creation plans during the hold
  • stronger positioning and reduced friction at exit

Family Offices

Principals, CIOs, investment teams
We support family offices that want direct, high-quality deal insight without building large internal infrastructure.

AssetMax helps teams:

  • identify opportunities aligned to long-term themes
  • assess deals with deeper, faster insight
  • monitor and protect value across holdings
  • make decisions with clearer downside visibility

Portfolio Companies

Management teams and boards
We work with portfolio companies where execution and evidence matter.

AssetMax is used to:

  • identify and prioritise operational and automation upside
  • track performance against the value creation plan
  • surface risks early and avoid value leakage
  • build the evidence required for a credible exit

Corporate M&A Teams

Strategy, corporate development, and M&A functions
We work with corporates executing acquisitions, carve-outs, and divestitures where timing, clarity, and execution risk matter.

AssetMax is used to:

  • identify and prioritise acquisition targets outside auctions
  • assess strategic fit, risks, and integration complexity early
  • support carve-outs and separation planning before signing
  • prepare business units for divestment with buyer-ready evidence
  • reduce execution risk across transactions

Sell-Side Advisors & Sellers

We support teams preparing assets for sale in competitive processes.

AssetMax is used to:

  • prepare buyer-ready diligence and reduce friction
  • strengthen the equity story with real evidence
  • anticipate and address buyer concerns early
  • improve consistency between narrative and data

PRIVATE EQUITY FUNDS

Win better deals. Underwrite with conviction. Exit at premium multiples.

PORTFOLIO COMPANIES

Deliver the value creation plan. Scale efficiently. Avoid surprises.

SELL-SIDE ADVISORS

Strengthen the equity story. Reduce diligence friction. Maximise valuation.

FAMILY OFFICES

Access early off-market deals. Build conviction quickly. Protect long-term value.

Where We Fit

Earlier insight before the market moves

Better decisions before capital is committed

Disciplined execution during the hold

Fewer surprises at exit

AssetMax is used across the full investment lifecycle — from sourcing and diligence through to value creation and exit.

Better Information.
Better Decisions.
Better Outcomes.