Tell us your mandate — we screen the market against it.

Englewood works on the allocator's side of the table. We source and screen private-market opportunities, do our own diligence, and bring you only what fits.

No two family offices want the same things. Answer what's relevant, skip what isn't — your answers become the filter we screen against.

About 5 minutes · Confidential

01About You

Name

Role / Title

Family Office / Organization (optional)

02Asset Classes of Interest

Check all you'd want to see. Nothing here commits you to anything.

Sectors or themes you particularly want

Anything you rule out entirely

03How You Prefer to Invest

Structure preferences vary widely between families — often the single most useful answer here.

Control posture

Level of involvement you want

04Size

Typical position size

Maximum for high conviction

Concentration limits or position-sizing rules

05Objectives & Return

Primary objective for this capital

Return target

06Horizon & Liquidity

Preferred hold period

Liquidity needs

07Geography

Where you invest

Specific regions or markets of interest

08Constraints That Matter

The practical filters that rule things in or out before anyone looks at returns.

Tax structure sensitivity (K-1s, UBTI) Prefer no capital-call structures Fee sensitivity Values or ESG alignment Requires audited financials Currency exposure limits Reputational sensitivity Next-gen involvement matters

Anything else that constrains you

09Process & Pacing

Investments you'd realistically make per year

Typical decision timeline

Who makes the decision

10In Your Words

Many families we work with also hold positions with room alongside — the flow runs both ways.

We sometimes hold positions we'd share with the right families alongside us We want to see opportunities other families are already in

What you never want to see

Current priorities, gaps in the portfolio, or anything else we should know

Your responses are confidential, used only to screen opportunities against your criteria, and never shared with sponsors or third parties without your consent. Englewood Strategic Partners, LLC provides consulting services to family offices and is not a registered broker-dealer or investment adviser. Nothing herein constitutes an offer or solicitation; submitting this form creates no obligation on either side.