When you are Member with The Liko Collective, you can enjoy the following services:

We help clients build and execute private equity investment strategies based on their unique needs and goals. We collaborate with every client and listen to their specific investment philosophies, interests, and needs, and to help determine if an investment opportunity may match their risk tolerance and investment objectives.
We support investors on due diligence investigations of a business and potential investment, and provide an objective, fact-based assessment of relevant risk factors and other critical points of consideration in connection with the business and investment.
If an investor elects to move forward with an investment, we can support the onboarding process and review and negotiate relevant documents in this process for the investor.
Liko can provide ongoing investment management and support services, including: custodian of records for public registrations, meeting minutes, governance, investor, and documents relevant to the investment; interface with businesses managers/directors on issues concerning the investor; help to coordinate and collect tax and distribution documents (e.g., K-1s); review and report on quarterly and annual reports, data analytics; and quarterly review of investment strategy in relation to each holding.
We also explore opportunities for ourselves to provide direct capital and sweat equity investment for small businesses.

We understand what it is like to be a business owner because we are business owners. We are partners, founders, directors, executives, and shareholders. Entrepreneurialism is an integral component of our identity, and we bring that unique perspective to our private equity consulting services.

Liko offers objective, candid private equity counsel and support for our Wealth Management and Wealth Building Members.