01
Distinguish
Evidence
Assumptions
Kept separate
Consequential capital decisions
When the decision is yours.
Before you commit the capital, challenge the decision.
Independent advisory for owners, boards and investment committees making consequential capital decisions across real assets, infrastructure and maritime.
The framework
See what supports the decision. See what could change it.
CDF structures the decision. The final judgment remains human.
The decision problem
Information is abundant. Support is not.
Evidence is not assumption.
A forecast is not a fact.
A return is not a decision.
CDF / Capital Decision Framework
Make the path to judgment explicit.
One governed path from what is known to what the decision can support.
Evidence
02
Apply
Constraints
Made explicit
03
Test
Economics
Risk
Put under pressure
04
State
Decision
state
Explicit, not inferred
Where this matters
One framework. Different capital decisions.
The asset changes. The responsibility does not.
Real assetsInfrastructureShipping & maritimeTreasury & allocation
How We Engage
Two forms of mandate. One standard of independence.
Project-Based Advisory
A defined mandate on a single consequential investment decision: framing the question, testing what supports it and setting out an independent view before capital moves.
Ongoing Capital Advisory
Continuing, independent support to owners, boards and investment committees as capital decisions arise, structured where appropriate as a fractional mandate.
Multifamily Residential Acquisition — Case 13
Public-data demonstration
$59.5m
Purchase price
4.22%
Reported cap rate
Would you approve?
What if the number isn’t the decision?
CDF / Decision Room
Public-data demonstration case. No confidential or client information is used.