INVESTORS & FINANCIAL INSTITUTIONS
The riskiest exposures are not always on your balance sheet.
The riskiest exposures are not always on your balance sheet.
Who We Are
Presage Global works with investors, fund managers, and institutions who understand that real risk isn’t limited to markets. People, portfolios, counterparties, regulators, and reputation can quietly threaten what capital alone cannot protect.
Traditional diligence often ends at compliance or financials. Moden threats, however, emerge through social engineering, regulatory shifts, insider activity, and reputational damage – areas few firms are trained to detect or equipped to address with foresight.
Executive Intelligence, Investment Due Diligence & Insider Risk
We conduct investigative due diligence and tiered background checks on portfolio and target-company leadership, co-investors, GPs, and board candidates. When internal concerns arise, we support discreet investigations into fraud, misconduct, or data leakage, helping protect capital relationships, and reputation.
What We Do
Privacy & Digital Exposure
Our Privacy Balance Sheets (PBS) reveal exactly what adversaries can already see about your leadership, partners, and portfolio companies, through data brokers, breaches, media archives, and public records. We then translate that exposure into real-world risk scenarios and deliver a prioritized roadmap for how you can reduce your digital footprint and reduce your reputational attack surface.
Physical Security, Executive Protection & Events
We assess and improve security across executive residences, headquarters, and critical operational sites. For moments of heightened visibility (i.e., investor days, AGMs, and roadshows), we provide discreet executive protection, secure travel coordination, and turnkey security designed to support safety and continuity.
Cybersecurity & AI Security
We examine how the firm uses technology, from infrastructure and cloud platforms to AI tools and collaboration systems and identify where the real-world vulnerabilities exist. Our assessments give decision-makers a clear, prioritized roadmap that links technical risk to business impact.
Strategic Intelligence, Geopolitical Risk & Market Entry
We deliver geopolitical risk analysis, market intelligence, and in-region assessments that reveal political, regulatory, and reputational risk exposures. Whether entering a new market or navigating uncertainty in a current one, our insights help investors avoid downstream risk and move forward with confidence.
Before you begin
Frequently
asked questions
We assess risks involving people, counterparties, privacy, cybersecurity, insider activity, physical security, geopolitical conditions, and reputation. The scope depends on the investment, institution, or concern. Our focus is on exposures that could compromise information, disrupt operations, damage relationships, or undermine confidence in the people behind an opportunity.
Our work examines the backgrounds, affiliations, conduct, and reputational concerns surrounding individuals and organizations. It can include records research, background checks, ownership analysis, and deeper inquiries where appropriate. The findings contribute an additional evidence base to the transaction team’s work; they do not substitute for financial analysis or legal advice.
Yes. Support can extend into cybersecurity and privacy assessments, physical security, insider-risk programs, executive protection, and ongoing security leadership. Work can focus on a specific company or selected businesses within a portfolio, with the scope and management responsibilities established for each engagement.
No. Presage provides specialist intelligence, investigation, and security support alongside those teams. We contribute evidence, context, and practical recommendations within the agreed scope. Your organization retains responsibility for its investment decisions, legal judgments, compliance obligations, and internal governance.
Yes. Our work includes leadership privacy assessments, executive and residential security, secure travel coordination, and event protection. These engagements can support roadshows, investor days, annual meetings, and other situations where personal exposure and business responsibilities intersect.
Yes. An engagement can focus on a target company, fund manager, co-investor, executive, market, or identified security issue. We begin with the decision you need to make and define the research or assessment around it. Continuing support can follow where further work is warranted.
INTELLIGENCE FOR INVESTMENT DECISION-MAKERS
Newsletter
Subscribe to Risk Nodus
Get the latest expert insights on risk management for wealth & enterprise, delivered straight to your inbox.
We won’t send you spam. Unsubscribe at any time.
Why Work With Presage
Investment-Literate, Not Generic Security
We understand IC dynamics, LP expectations, and how non-market risk shows up as basis points, headline risk, and fundraising friction.
Diagnosis-First, Not Product-First
We start with assessment and intelligence, then design a targeted response based on your specific exposures.
Intelligence-Powered
We think like attackers – modeling how fraud networks, activist agitators, and insider threats behave, and how to break the chain early.
Start Small, Scale when it Matters
Most clients begin with a single diagnostic. We expand only when the value is clear, and the trust has been earned.
Let's Talk
Most investor clients begin with a short conversation and one focused diagnostic – a due-diligence project, a DVA on key leadership, or a cyber/AI risk review. Let’s discuss what’s at stake, and how we can help you get ahead of it.
