Private Markets / LP Solutions
Infrastructure Private Markets, Built for Serious Allocators
Advisory, discretionary management, diligence, sourcing review, and portfolio reporting for institutional and qualified investors.
Capital Innovations helps investors move from private markets complexity to clear, mandate-aware decision-making. We focus on infrastructure, real assets, essential-service sectors, co-investments, and infrastructure-linked private credit where consistent with client mandates.
What We Do
· Find and review relevant managers, funds, sponsors, and transactions
· Underwrite opportunities using manager materials, public filings, data, and internal analysis
· Build, monitor, and report on portfolios within client-approved mandates
Infrastructure‑First Perspective
Infrastructure lives where essential services, long-duration assets, and real-world complexity meet. We help clients evaluate cash-flow quality, contracts, leverage, regulation, counterparties, valuation, and mandate fit—while recognizing the material risks of private markets investing.
How we support clients:
· Sector mapping across energy, digital, transportation, water, social infrastructure, and related real assets
· Assessment of cash flows, contracts, leverage, counterparties, regulation, and market position
· Risk and return analysis intended to inform allocation decisions, not guarantee outcomes
Sourcing Review and Manager Engagement
We help clients identify and evaluate opportunities through market mapping, manager engagement, and diligence coordination. Availability, allocation access, and investment terms are not assured.
· Manager and sponsor engagement, subject to availability and investor eligibility
· Review of established, specialist, and emerging-manager strategies
· Sourcing support for institutional investors, family offices, and other qualified investors
Discretionary Private Markets Management
For clients seeking delegated implementation, Capital Innovations may provide discretionary management only under a written mandate. Any discretionary authority is limited to the client-approved objectives, guidelines, restrictions, liquidity parameters, operational procedures, and other terms set forth in the applicable agreement and governing documents.
· Portfolio construction, allocation analysis, manager selection, commitment pacing, and implementation actions, as authorized
· Monitoring of managers, exposures, liquidity, risk factors, and portfolio developments
· Reporting designed to support governance, oversight, and investment committee review
Data‑Driven Underwriting & Diligence
We review manager materials, operating data, and market information to support client diligence. Our process helps clients test assumptions, compare risks, and evaluate mandate fit based on available information.
· Asset-level and manager-level review, where information is available
· Scenario analysis across rates, inflation, demand, policy, leverage, and exit assumptions
· Investment committee materials prepared for client review and decision-making
Portfolio Monitoring and Risk Review
After capital is committed, we help clients monitor what is changing and why it matters using manager reports, client information, public sources, and other data inputs. Monitoring supports oversight but does not eliminate investment risk.
· Review of manager reports, KPIs, exposures, liquidity, and risk factors
· Exposure analysis by sector, geography, counterparty, vintage, manager, and capital structure
· Client reporting and workflow support, subject to the scope of engagement
Benchmarking & Insights
We help clients frame portfolio results, manager outcomes, and market activity using selected peers, indices, and sector observations where appropriate. Comparisons may not be directly comparable and can differ materially in strategy, fees, liquidity, leverage, valuation methodology, risk profile, and investment period.
· Peer, benchmark, and market-context analysis
· Review of realized and unrealized outcomes, subject to valuation limits and data availability
· Customized reporting for CIOs, risk teams, investment committees, and other stakeholders
Our Private Markets Strategies
· Infrastructure & Real Assets
· Infrastructure-linked private credit, where consistent with client mandates
· Co‑Investments
· ESG and impact considerations, where consistent with client guidelines and applicable strategies
Learn More
No investment strategy, diligence process, portfolio construction approach, or monitoring framework can assure any level of performance, risk reduction, liquidity, allocation access, or investment outcome.
Important Disclosures
Capital Innovations, LLC is an investment adviser. Registration as an investment adviser does not imply any level of skill or training. This material is for informational purposes only and is not an offer to sell, a solicitation to buy, or a recommendation of any security, fund, manager, strategy, or advisory service. Advisory and discretionary management services are provided only under a written agreement defining scope, authority, objectives, guidelines, restrictions, fees, expenses, conflicts, reporting, and termination rights. In discretionary arrangements, Capital Innovations may make investment decisions only within the agreed mandate; discretionary authority does not assure performance, risk reduction, liquidity, allocation access, or any other investment outcome. Private markets investments involve significant risks, including loss of capital, illiquidity, valuation uncertainty, leverage, limited transparency, regulatory and tax considerations, operational risk, and conflicts of interest. Past performance is not indicative of future results. Forward-looking, hypothetical, model, projected, target, benchmark, peer, ESG, sustainability, or impact-related information is subject to assumptions, limitations, comparability issues, methodology differences, and data availability. Fees, minimums, services, risks, conflicts, custody practices, and other important information are described in Capital Innovations’ Form ADV and applicable client agreements. Information is subject to change and should be reviewed with legal, tax, investment, and compliance advisers.