What It Takes to Run a Direct Investment Platform

Building a true direct investing platform requires defined strategy, dedicated senior talent, and sustained multi-year capital commitment, not just deal flow.

• Defining a platform: Sutton says a true direct investing platform needs dedicated resources (even one person) and a defined strategy/capital allocation plan, versus a family office that passively co-invests.
• Minimum viable team: One senior deal investor can start a platform; a second junior hire is often needed at volume, but AI tools are now cutting that junior headcount need in half.

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