How We Select Investment Partners
Each prospective sponsor and operator is evaluated against the six dimensions below. Partners must clear all six. These standards reflect the institutional discipline we hold ourselves to, and the discipline we expect of those whose assets sit at the center of every Sightbridge program.
01Institutional Scale
We work with sponsors that bring durable institutional infrastructure, not transactional execution. Scale signals the firm has the balance sheet, capital relationships, and organizational depth to operate through cycles.
What we evaluate: assets under management, capital base, audit and compliance infrastructure, organizational depth across acquisitions, asset management, accounting, and investor relations.
02Full-Cycle Track Record
We work with partners who have managed assets through multiple market cycles, including periods of dislocation. Performance is measured by realized outcomes across full investment lifecycles, not entry-point underwriting.
What we evaluate: years operating in the relevant sector, number of programs taken through full cycle, realized returns versus underwriting, performance through prior downturns.
03Leadership Stability
Senior leadership continuity is a leading indicator of execution discipline. We evaluate the tenure and depth of the senior team, and the firm's track record of retaining institutional relationships through leadership transitions.
What we evaluate: tenure of senior leadership, succession depth, retention of institutional LP relationships, leadership turnover history.
04Structural Alignment
Fees, GP co-investment, and economic terms must align sponsor incentives with advisor and investor outcomes. We work with partners whose programs are structured so the sponsor's success depends on the investor's success.
What we evaluate: GP commitment levels, fee transparency and standardization, waterfall and promote structures, alignment between sponsor compensation and investor return profile.
05Operational and Reporting Discipline
Institutional reporting standards, accessible due diligence, and consistent communication are non-negotiable. Partners must support the advisor relationship with the same rigor expected at the institutional LP level.
What we evaluate: reporting cadence and content, audit and SOC compliance, due diligence accessibility, responsiveness to advisor inquiries.
06Service to the Advisor Relationship
Sightbridge programs reach individual investors through financial advisors. Partners must invest in the advisor relationship through accessible due diligence support, ongoing education, and consistent engagement with the distribution platform.
What we evaluate: investment in advisor education and content, due diligence team accessibility, conference and event participation, history of supporting advisor-led capital.
