Our services
Helping families build strong and durable balance sheets, access private markets, and plan across generations.
01 — Investment Consulting
Financial analysis and cashflow modelling to test the durability of the balance sheet in downside scenarios
Case Study
Abbey Road recently worked with a family to help implement an investment plan. The result has led the family to have greater control and transparency over their money, and a game plan for the future. families build strong and durable balance sheets
Input all holdings held across 4 private banks into our proprietary reporting system – this gave us good insight into single name, industry, geographic and asset exposures
In conjunction with the family, the MFO devised an overall investment policy, portfolio construction and asset allocation
Implemented the required changes with all 4 banks, encouraging them to engage their research and investment teams to work on ideas, and to be clear about return expectations for each portfolio
Ongoing monitoring of the portfolio, with a formal monthly reporting of each bank portfolio and overall status (eliminates ability for banks to hide performance by using different time periods)
Addition of direct deals that meet family approval and are within the parameters agreed in the investment policy
Reduce unnecessary costs and charges being levied by the 4 banks and other providers
The performance has also been much better, on both an absolute and risk adjusted basis, compared to what existed prior to Abbey Road coming onboard
02 — Alternative Investments & Direct Deals
The Abbey Road founder and partners invest alongside families in every deal shown. For all Alternative Investments and Direct Deals, Abbey Road performs the entire value chain internally
Sourcing the investment
In depth due diligence on our 3 criteria - People, Product and Potential
Financial model and valuation analysis
SPV and legal documentation
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Eat Just, Inc. is a private company headquartered in San Francisco, California. It develops and markets plant-based alternatives to conventionally produced egg products and cultivated meat products.
Pipe is a Los Angeles, California-based financing platform for SaaS and other recurring revenue companies. Customers are able to swap future revenue for up-front capital, based on Pipe’s proprietary credit rating system. Pipe was recently named to Forbes Fintech 50 list for 2022.
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SpaceX has gained worldwide attention for a series of historic milestones. It is the only private company capable of returning a spacecraft from low-Earth orbit, and in 2012 our Dragon spacecraft became the first commercial spacecraft to deliver cargo to and from the International Space Station. And in 2020, SpaceX became the first private company to take humans there as well. Click through the timeline above to see some of our milestone accomplishments.
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Three Colts, a software company that helps brands and retailers optimize their Amazon sales. They provide tools like inventory alerts, customer service integrations, and sales analytics to tackle challenges faced by third-party sellers on Amazon. Their solutions lead to increased conversions by 200% for clients, including major brands like Samsung, Panasonic, and L’Oréal.
Cart.com offers an end-to-end e-commerce platform that streamlines online operations by integrating storefronts, order management, logistics, and customer engagement tools. The platform supports businesses of all sizes in efficiently managing and growing their digital sales channels.
One India Family Mart is a retail chain offering affordable fashion, lifestyle, and home products in India's Tier 2 and Tier 3 cities. It has rapidly expanded across smaller towns, becoming a popular shopping destination for budget-conscious consumers.
Freo is India’s first full-stack Neobank that focuses on providing customers with flexible and customized financial products (Savings, Investments, Loans, Credit Cards, BNPL). Today, more than 1.7 million customers use Freo’s products and services in +1,000 cities across India.
Revfin is a technology company. It's subsidiary company (Aristo Securities Private Limited, an NBFC) provides loans to independent drivers who buy and operate passenger or cargo electric vehicles for last mile connectivity. Partnerships with EV manufacturers and dealerships Pan-India to provide point of sale financing.
We are Fresh or We Are Free Freshly caught, Chemical-free Fish & Seafood, Antibiotic & Preservative -free Chicken & Meat, Farm fresh Fruit & Veggies.
03 — Family Legacy & Planning
Abbey Road also has extensive relationships with leading providers of Family Legacy and Planning services. We act as the central co-ordinator, ensuring the service providers meet the objectives that have been set, and on budget.
04 — Merchant Banking
Our network is global and built on more than 40 years of experience in the merchant banking space; Abbey Road can help facilitate client access to trusted merchant bankers around the world.
Collaboration
Experience the Abbey Road difference today. For more information get in touch