Institutional Grade | Xponance XAlts

Institutional Investment Process
Rigorous Evaluation, Disciplined Execution

Proprietary investment sourcing of emerging managers through a disciplined evaluation of investment approach, strength of the team and portfolio diversification goals.

27+ Years

Manager Networks

190+

Investment Strategies

200+

GP Database

Sourcing

Differentiated Sourcing:
27+ Years of Diverse Manager Networks

Through the strategic partnership with Investcorp’s Strategic Capital Group, XAlts leverages nearly three decades of Xponance’s diverse manager relationships alongside Investcorp’s proven GP capital expertise.

This multi-channel approach provides early access to emerging and diverse managers before they achieve mainstream recognition.

Xponance Proprietary Network

Established relationships with diverse managers across asset classes developed through Xponance’s Multi-Manager Platform (190+ investment strategies, 60%+ diverse/women-owned)

XAlts GP Database

Extensive 200+ member GP database of emerging and diverse lower middle market GPs. A current, 10 member pipeline of near term investment opportunities.

Investcorp Strategic Capital Group

Global network and relationships with mid-market alternative asset managers through ISCG’s institutional platform

Industry Leadership

Active participation in NAIC, NASP (Marquette Chester, former Chairman), Toigo, SEO, and GP Stakes News

Portfolio Referrals

Existing GP relationships provide introductions to additional high-quality emerging and diverse managers

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Proactive Outreach

Systematic identification through database research, conference participation, and consultant relationships

Evaluation

Four-Dimension Evaluation Framework

XAlts evaluates managers across four key dimensions aligned with Xponance’s investment philosophy.

Talent & Integrity

Assessment of investment team experience, track record, and demonstrated integrity.

  • Investment team backgrounds and tenure
  • Prior fund performance and attribution analysis
  • Reference checking with previous investors and service providers
  • Background verification and regulatory history review

Culture

Evaluation of organizational decision-making context and whether culture encourages excellence.

  • Rigorous analytical processes
  • Diverse perspectives and constructive challenge
  • Intellectual honesty in investment decisions
  • Appropriate risk assessment and management
  • Long-term orientation vs. short-term pressures

Alignment

Review of compensation structures and incentive alignment to reduce agency conflicts.

  • GP commitment and personal capital invested
  • Carried interest distribution among team members
  • Management fee structures and expense allocation
  • Key person provisions and vesting schedules
  • Exit rights and transfer restrictions

Investment Edge

Assessment of the manager’s articulated and demonstrated competitive advantage.

  • Differentiated sourcing or origination capabilities
  • Specialized sector expertise or operational capabilities
  • Unique market access or relationship advantages
  • Repeatable investment process supported by research
  • Value creation approach and track record

XAlts seeks managers with well-defined, repeatable advantages that support sustainable outperformance rather than managers dependent on market timing or single strategies.

Due Diligence

Comprehensive Due Diligence Process

Preliminary screening leads to full due diligence across multiple workstreams.

Investment Due Diligence

  • Detailed strategy review and investment process evaluation
  • Track record analysis and attribution by vintage/strategy
  • Portfolio construction and risk management assessment
  • Market opportunity analysis and competitive positioning
  • Reference calls with current and prior LPs
  • Evaluation of value creation capabilities
  • Exit strategy assessment and liquidity profile review

Investment Due Diligence

  • Back-office infrastructure and service provider review
  • Technology platform assessment
  • Compliance framework and regulatory history
  • Financial controls and accounting systems
  • Investor relations capabilities
  • Business continuity and disaster recovery planning
  • Cybersecurity assessment

Legal & Structural Due Diligence

  • Fund documentation review
  • Management company operating agreement analysis
  • Regulatory compliance verification
  • GP stake transaction structure and terms
  • Exit pathway evaluation and documentation
  • Insurance coverage review
  • Litigation history and potential exposures

Financial Due Diligence

  • Management company financial statements analysis
  • Revenue and expense projections
  • AUM growth assumptions and sensitivity analysis
  • Fee structure comparison to peer managers
  • Carried interest waterfall modeling
  • Business sustainability assessment
  • Valuation and return projection scenarios

Governance

Investment Committee Structure

All GP staking and seeding investments require Investment Committee approval. This composition combines 99+ combined years of alternatives experience with Investcorp’s proven institutional GP staking capabilities.

Committee Members

Tina Byles Williams

CEO & CIO, Founder of Xponance

Marquette Chester

Senior Managing Director, Head of Alternatives

Michael A.B. Orr

Managing Director & CIO, Private Markets

Investcorp SCG Leadership

Strategic Partner Representatives

Decision-Making Process

  1. Preliminary screening presentation by deal team
  2. Full due diligence report and discussion
  3. Third-party reference summary review
  4. Financial modeling and return scenario analysis
  5. Exit strategy evaluation and discussion
  6. Unanimous vote required for approval
  7. Documentation of decision rationale and key risks

Post-Investment

Ongoing Portfolio Monitoring & Value Creation

Post-investment, XAlts maintains active engagement with portfolio managers.

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Quarterly Reporting

Financial statements, AUM updates, fund performance, and business developments

Annual General Meetings

Portfolio manager presentations, market updates, and investor networking

Strategic Support

Access to Investcorp Strategic Capital Group resources and expertise

Value Creation Initiatives

Business development support, strategic planning assistance, operational guidance and leverage of strategic vendor relationships

Exit Pathway Assessment

Ongoing evaluation of exit timing and optimization opportunities

Risk Monitoring

Continuous assessment of key person risks, performance issues, and compliance matters

The October 2025 Annual General Meeting featured portfolio presentations from multiple GP partners including Eagle Tree Capital, Turning Rock Partners, Copia and Artemis Real Estate Partners, demonstrating XAlts’ commitment to transparency and investor engagement.

FAQs

Frequently Asked Questions

How long does the due diligence process typically take?

Due diligence timelines vary based on manager complexity and information availability, typically ranging from 8-16 weeks from initial evaluation to Investment Committee decision. Emerging managers with limited operating history may require longer evaluation periods.

What is the approval rate for managers entering full due diligence?

XAlts maintains highly selective standards. The majority of preliminary evaluations do not proceed to full due diligence, and among those that do, Investment Committee approval rates reflect rigorous quality thresholds appropriate for institutional capital deployment.

Does XAlts provide operational support to General Partners post-investment?

Yes. Through the XAlts and the Investcorp Strategic Capital Group partnership, Genreral Parnters that we have an investment gain access to strategic resources including business development support (domestic and international), operational guidance, and institutional network introductions designed to accelerate growth.

Investment decisions involve significant judgment and subjective assessment. No due diligence process can eliminate all investment risks. Past performance of due diligence processes is not indicative of future investment results.