Rupmont
Lugano · Switzerland

Pre-IC diligence for private capital

Before it reaches
the committee.

Rupmont turns fragmented deal evidence into a source-backed risk and decision pack before capital is committed. We verify the claims, grade the findings, surface contradictions, and show what remains unsupported, missing, or unresolved. The investment judgment stays yours.

Family officesPE & private creditSearch fundsAcquisition entrepreneursLitigation fundersSpecialty insurers

The problem

Every deal arrives with a narrative — and the cost of believing it lands on whoever signed.

The evidence behind the story is usually scattered across data rooms, lender files, management answers, customer materials, public records, and advisor workstreams. When it is incomplete, inconsistent, or overstated, the cost does not land on the seller. It lands on the person who signed the memo, funded the asset, or approved the risk.

What we do

One job: independent, source-backed verification before capital is committed.

Service 01 — investment diligence

Pre-IC risk memo for deal teams and capital allocators

Rupmont prepares an auditable risk file for private-market transactions, specialty-finance exposures, borrower diligence, and asset-backed decisions. We test the deal narrative against source evidence, grade each finding as verified, unsupported, missing, or unresolved, and separate decision-critical facts from open questions. You keep the investment decision; we prepare the source-backed, graded risk file.

For  Family offices · PE & private credit · search funds · acquisition entrepreneurs · litigation funders · specialty insurers

Illustrative — how each finding is graded

Each engagement is a full, sourced dossier; this is the standard every finding in it must meet.

Target read — graded
Ownership traced through registry filingsVerified
Stated revenue growth not supported after checksUnsupported
Customer concentration above peer normSingle source
Pending regulatory exposure — no downside quantifiedUnresolved
The read
Pricing needs review — the core asset may still be attractive, but the memo rests on unsupported growth and unresolved concentration risk.
VerifiedSingle-sourceUnsupported / unresolved
Service 02 — document review

Legal-workstream verification support

For legal teams and transaction advisors, Rupmont can review document sets for factual consistency, missing support, unresolved assumptions, and source-backed issue mapping — delivered as a schedule of graded findings. This is decision-support and evidence verification, not legal advice.

For  Counsel · deal teams · advisors who need a clearer factual record before negotiation, underwriting, or committee review

Illustrative — how each finding is graded

Each engagement is a full, sourced dossier; this is the standard every finding in it must meet.

Document review — graded
Stated facts — consistent across the document setVerified
Two assertions — no supporting source in the fileMissing
Key assumption — rests on a single exhibitSingle source
Cross-reference — points to a clause not in the setUnresolved
The read
Factual record incomplete — two assertions lack support and one cross-reference is unresolved before negotiation.
VerifiedSingle-sourceMissing / unresolved

How a pilot is measured. Each engagement is measured against your current diligence process — analyst-hours saved, contradictions surfaced, unsupported claims caught, missing evidence identified, and unresolved risks carried forward to committee.

Independent. Conflict-checked, no house view.Decision-support, not advice. The judgment stays yours.Strictly confidential. Principal-led, every matter.Lugano, Switzerland.

Have a deal in front of the committee?

info@rupmont.ch