BE READY FOR THE RIGHT DEAL.
Onboarding gives Finanze Strategy a clear understanding of who is investing, how decisions are made, what capital can be deployed, what funding is realistic and which opportunities are genuinely executable.
The purpose is not to create friction. It is to remove avoidable delay later, so that when a suitable opportunity appears, the important commercial questions have already been answered.
PREPARE ONCE. MOVE WITH CLARITY.
BETTER OPPORTUNITY MATCHING
We can assess opportunities against your actual locations, property types, strategies, capital and decision criteria.
FASTER DECISION-MAKING
Time-sensitive opportunities can be considered without restarting the investor fact-find from the beginning.
FUNDING READINESS
Equity, leverage, entity structure and likely finance routes can be considered together before a deadline becomes critical.
FEWER SURPRISES
Constraints, approval requirements and information needs are identified early rather than during a live transaction.
THE INVESTOR’S BACKGROUND AND REQUIREMENTS.
WHO IS INVESTING
The client or entity, the principal contact and the authority behind the investment decision.
HOW CAPITAL IS HELD
The likely purchasing entity, source of capital and the practical route by which funds will be deployed.
WHAT CAN BE DEPLOYED
Typical and maximum capital, funding expectations, leverage and the pace at which commitments can be made.
WHAT STRATEGIES FIT
Locations, property types, primary strategies, price range and the circumstances that make an opportunity attractive.
HOW DECISIONS ARE MADE
The approval structure, information requirements, decision speed and the factors that commonly delay progress.
WHAT COMES NEXT
The tailored compliance, documentation and fee-agreement steps required before active opportunity matching.
INITIAL PROFILE NOW. DOCUMENTS AFTER REVIEW.
The first stage captures the commercial and practical information needed to understand your requirements. It does not ask you to upload passports, address evidence, company files or a full Assets & Liabilities pack.
After review, Finanze Strategy will contact you and issue a tailored checklist for the documents actually required. This reduces unnecessary data collection and avoids asking every client for the same pack regardless of their circumstances.
COMPLETE ONLINE NOW
- Client and entity information
- Investment position and capital
- Funding expectations
- Buying criteria and strategies
- Decision framework and timing
REQUESTED AFTER REVIEW
- Identity and address evidence
- Company and authority documents
- Source-of-wealth evidence
- Assets & Liabilities where required
- Fee agreement and final approval
ONE ROUTE. DIFFERENT INVESTOR CONTEXTS.
NEW FINANZE GROUP CLIENTS
For investors beginning a relationship with Finanze and establishing their position for the first time.
EXISTING GROUP RELATIONSHIPS
For clients already known to another Finanze entity who want to avoid unnecessary duplication where valid information can be shared.
STRATEGY PROFILE UPDATES
For existing Strategy clients whose capital, criteria, entity structure or decision framework has changed.
CORPORATE & SPV INVESTORS
For property companies, SPVs and professional investors acquiring through corporate structures.
FAMILY OFFICES
For private capital structures that require a clear mandate, approval route and investment framework.
FUNDS, TRUSTS & INSTITUTIONS
For structured investors where authority, governance, capital allocation and committee requirements matter.
PROFILE. ASSESS. DOCUMENT. AGREE. ACTIVATE.
Complete the guided initial profile with your entity, capital, criteria and decision framework.
We review suitability, funding alignment, missing information and the most appropriate next steps.
You receive a tailored compliance checklist and secure route for any evidence required.
Onboarding review, terms and fee agreement are completed before opportunities are released.
Your approved profile becomes the basis for active, better-aligned opportunity matching.
TELL US HOW YOU INVEST.
Complete one section at a time so we can understand your entity, capital position, funding expectations, acquisition criteria and decision framework.
This initial profile does not request identity documents or sensitive KYC files. After review, we will contact you with the next steps and a tailored checklist for anything further required.
THANK YOU.
Your initial onboarding profile has been received. A member of the Finanze Strategy team will review it and contact you about the next steps, including any documents required.
ONE STRATEGY. MULTIPLE SPECIALISTS.
Finanze Strategy, Finanze Property and Finanze Capital work together to connect investment strategy, execution and funding.