Governance
Independent oversight, from first close.
Trifecta’s governance architecture is designed to earn the trust of institutional LPs from the day the first commitment closes.
LP Advisory Committee
A committee of anchor limited partners, seated at each fund’s first close, with charter powers over key-person, valuation, and conflicts matters.
- SeatedAt first close
- Members3–5 LP representatives per fund
- CadenceQuarterly · ad hoc
- AuthorityPer LPA
Investment Committee
Every acquisition is reviewed by the Investment Committee against a written scorecard. Decisions are documented; the scorecard is retained.
- ChairAlexandra Pohl
- MembersCIO, COO, Head of Acquisitions
- CadenceWeekly during deployment
- QuorumChair + 2
Valuation Committee
Semi-annual valuation of the portfolio, with independent third-party validation on assets exceeding a documented materiality threshold.
- CadenceSemi-annual
- Independent ReviewThird-party validation above threshold
- ReportingTo LPAC and auditor
- AuditorPricewaterhouseCoopers
Ethics & Compliance
Code of Ethics, personal-trading policy, gifts-and-entertainment policy, and cybersecurity policy adopted at platform inception.
- Code of EthicsAdopted at inception
- Personal TradingPre-clearance required
- CybersecuritySOC-2 aligned
- CounselLePore Law Group
Policy Library
Written policies, available on request.
- Code of Ethics — standards of conduct for all Trifecta personnel
- Valuation Policy — portfolio valuation methodology and cadence
- Conflicts of Interest Policy — identification, mitigation, and disclosure
- Cybersecurity Policy — SOC-2-aligned information security
- Vendor & Supplier Policy — local sourcing and diligence standards
- Community Neighbor Policy — response-time standards and outreach commitments