Private Investor Services

EROC’s expertise in evaluating and successfully investing in a broad range of industries underpins the foundation for a full range of services to enhance decision-making by high-net-worth individuals and family offices with respect to investments in private businesses.

Investment structures include

  • ‘Friends and family’ and early-stage rounds
  • Follow-on and later stage investments
  • Private debt


  • Expert independent, third-party assessment and valuation that equips investors to make informed decisions
  • Evaluation of credit strength of borrowers, including analysis of cash flow and underlying collateral
  • Structuring of investments and negotiation of documentation
  • Quarterly investment performance services, including detection of trends that could affect value
  • Default management and collection strategy and services