Private capital memorandum Sharemont Investments / Issue 01 / 2026

Capital should enter a business with a documented thesis.

Sharemont Investments evaluates private-capital opportunities through mandate alignment, evidence-based due diligence, defined transaction structures and accountable reporting.

Mandate first Eligibility before detailed analysis
Evidence reviewed Claims supported by documentation
Decisions recorded Terms, risks and conditions documented
Sharemont investment office Capital Memorandum
SM
Investment thesis / Core principle

Allocate only where structure can support accountability.

Mandate Private capital opportunities
Review route Screening and due diligence
Decision basis Evidence, risk and structure
Post-allocation Reporting and oversight
P / 01 Evidence before allocation
P / 02 Risk before return assumptions
P / 03 Structure before execution
P / 04 Reporting after deployment

Two entry points

One decision system for investors and businesses.

Each route has its own requirements, documentation and review sequence. Both routes ultimately enter the same disciplined decision framework.

Route I / Investor Capital participation

Access the investor information route.

Review participation principles, fund investment terms, reporting information and the risks that may affect capital.

Review investment terms
Route B / Business Project submission

Present a business seeking structured capital.

Understand project eligibility, required information, preliminary screening and the conditions used during review.

View project requirements

Investment mandate

What enters the Sharemont review process.

A project is not evaluated only by its growth narrative. The review considers evidence, capital efficiency, operating readiness, governance and the visibility of material risks.

M / 01

Mandate fit

The opportunity must correspond with the fund’s stated scope, time horizon and risk parameters.

M / 02

Evidence quality

Commercial, financial and operational claims should be supported by records that can be reviewed.

M / 03

Capital efficiency

The proposed use of funds should be specific, measurable and connected to an identifiable operating objective.

M / 04

Governance readiness

Ownership, authority, controls and reporting responsibilities must be understandable before capital is considered.

M / 05

Downside visibility

Material dependencies, liabilities and execution risks should be identified rather than hidden behind projections.

M / 06

Reporting discipline

The business should be capable of maintaining structured, timely and decision-useful reporting after investment.

Capital architecture

A decision is built in layers, not made in isolation.

Sharemont separates mandate, diligence, transaction structure and oversight so that each responsibility can be reviewed clearly.

Layer 01

Mandate alignment

Initial eligibility, strategic fit, time horizon and broad risk classification.

Entry control
Layer 02

Evidence review

Financial information, operating model, ownership, market evidence and key dependencies.

Diligence control
Layer 03

Investment structure

Capital amount, use of funds, conditions, rights, milestones and downside protections.

Transaction control
Layer 04

Oversight framework

Reporting frequency, information rights, review points and escalation conditions.

Governance control

Opportunity landscape

Business areas that may enter evaluation.

Sector inclusion does not indicate an investment commitment. Every opportunity remains subject to eligibility, diligence, structuring and final approval.
Sector / 01

Technology and digital infrastructure

Platforms, software, digital services and infrastructure with a defined commercial model and measurable demand.

Sector / 02

Industrial and operational businesses

Companies with identifiable assets, operating processes, supply relationships and opportunities for scalable improvement.

Sector / 03

Consumer and service models

Established or emerging businesses with documented unit economics, customer demand and repeatable delivery systems.

Sector / 04

Special situations and structured opportunities

Opportunities requiring tailored capital, transaction conditions, governance controls or milestone-based deployment.

Review sequence

From first submission to documented decision.

The duration and depth of each stage depend on the quality of information, complexity of the opportunity and material risks identified.

01

Submission

Initial investor or project information enters the relevant capital route.

02

Preliminary review

Mandate fit, eligibility, documentation quality and obvious conflicts are assessed.

03

Due diligence

Financial, operational, legal, ownership and risk information is examined in greater depth.

04

Decision and structure

Approval, rejection or conditional progression is documented together with proposed terms.

Reporting and governance

Capital requires information after deployment.

Reporting is not treated as a final administrative step. It forms part of the investment structure and supports oversight throughout the relevant holding period.

Control / 01

Financial reporting

Periodic financial information and comparison against relevant plans or agreed milestones.

Control / 02

Operating updates

Key changes in performance, customers, suppliers, operations and delivery capacity.

Control / 03

Risk escalation

Early communication of material events, liabilities, deviations or emerging execution risks.

Control / 04

Decision records

Important approvals, changes and conditions are documented for accountability and future review.