Legal Solutions

Case Underwriting and Due Diligence

We conduct comprehensive legal and financial analysis of litigation opportunities on behalf of investors. Our underwriting evaluates case merits, liability theories, damages models, procedural risks, and expected returns across multiple scenarios, providing detailed reports that enable clients to make confident investment decisions. We assess counsel quality, opposing party resources, jurisdiction-specific factors, and potential defenses to deliver a complete risk-return profile. Whether assessing a single high-value case or screening multiple opportunities in parallel, we deliver rigorous analysis grounded in litigation finance expertise and real-world trial experience.

Portfolio Monitoring and Docket Management

We track and analyze ongoing litigation investments, monitoring case developments, court filings, key milestones, and settlement discussions. Our docket management services provide regular updates on portfolio performance, identify emerging risks or opportunities, flag critical deadlines, and assess how procedural developments impact case value. We attend hearings, coordinate with counsel, and synthesize complex legal developments into actionable intelligence for investment decision-makers. Clients gain real-time visibility into their litigation investments and early warning of issues requiring attention, all without building in-house legal expertise or diverting resources from core investment activities.

Portfolio Valuation and Mark-to-Market Analysis

We provide independent valuations of litigation portfolios for financial reporting, regulatory compliance, fund performance measurement, or transaction purposes. Our valuation methodology incorporates recent case developments, settlement negotiations, trial outcomes, appellate rulings, and current market conditions to deliver defensible fair value assessments that withstand auditor and regulatory scrutiny. We evaluate both individual case values and portfolio-level diversification effects, applying probabilistic modeling and scenario analysis to capture the full range of potential outcomes. Regular mark-to-market reporting helps investors track performance against benchmarks, manage portfolio risk, and communicate results to stakeholders with confidence.

Expert Witness and Litigation Consulting

We serve as expert witnesses on litigation finance matters, including damages valuation, funding agreement interpretation, industry standards, and market practices. Our consulting services support clients in disputes involving litigation finance agreements, portfolio valuation controversies, breach of contract claims, or professional liability matters. We provide detailed expert reports, deposition testimony, and trial testimony that clearly communicate complex litigation finance concepts to judges, juries, and arbitrators. Beyond testimony, we advise counsel on case strategy, help develop cross-examination approaches, and provide behind-the-scenes consulting to strengthen legal positions in disputes touching on litigation finance issues.

Investment Strategy and Market Intelligence

We advise clients on litigation finance investment strategies, market trends, opportunity sourcing, and portfolio construction. Our services include identifying emerging practice areas with strong return potential, evaluating competitive positioning within the litigation finance ecosystem, and developing investment criteria tailored to specific risk-return objectives and capital constraints. We help financial institutions design and launch litigation finance investment programs, establish underwriting standards, build deal flow pipelines, and refine investment theses based on evolving market dynamics. Our market intelligence keeps clients informed of regulatory developments, competitor activity, pricing trends, and strategic opportunities that shape investment performance.