Capital partner
Opens the project and approves draw requests.
FOR FAMILY OFFICES
A shared record.
Clear responsibilities.
Bring the people, documentation and approval decisions into a defined project workflow.
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PROJECT DILIGENCE
Ask the right questions first.
DISCUSSION PLANNER
PROJECT SETUP
Map the responsibilities for this project.
Start with the capital partner, the contractor and the handoff to PHOCIS.
- Who opens and approves the project?
- What documents are required?
- Which release conditions must be confirmed?
DISTINCT ROLES
Decisions stay accountable.
Contractor
Submits the required documentation and receives funds.
PHOCIS
Controls funds as neutral third party and manages release through its payment provider.
CONNECT WITH PHOCIS
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Ask Jack for current information for family offices.
THE NEXT STEP
Bring your next project into focus.
See which questions to discuss with PHOCIS before moving forward.