CIO as a Service
Invest with intention. Manage with precision. Optimize for the long game.
Smart capital deployment doesn’t happen by accident. At Qirat, our CIO as a Service brings you expert investment leadership without the overhead of a full-time Chief Investment Officer. We help you define strategy, execute deals, and manage portfolios that reflect your risk appetite, growth ambition, and regulatory environment.
Whether you're managing a corporate venture fund, a family office, or a high-growth portfolio, we make sure every dollar supports your long-term goals.
“We don’t just manage money. We shape investment ecosystems.”
Why It Matters
BlackRock reports that 94% of institutional investors are now integrating ESG factors into their strategies.
Bain & Company found that active portfolio governance can increase post-deal value creation by up to 35%.
According to PitchBook, family offices that apply structured due diligence reduce failed investments by over 50%.
Without a disciplined approach, capital leaks through misaligned deals, poor governance, or compliance gaps.
What We Do Best
Investment Strategy & Thesis Development
We help you decide where and why to invest.
- Asset allocation models based on risk-return targets
- Sector research and ESG-weighted scoring
- CFA ESG and IIP-aligned frameworks
- Fully compliant with Saudi Central Bank (SAMA) investment regulations
Deal Flow & Due Diligence
We filter, validate, and de-risk opportunities before your capital moves.
- Access to curated, tech-enabled deal sourcing
- Third-party legal, technical, and financial diligence
- Aligned with Saudi Commercial Laws, franchise rules, and concealment regulations
Capital Deployment Operations
We deploy your capital with structure and visibility.
- Milestone-based funding plans and post-investment integration
- Investment execution aligned with SAMA’s cybersecurity and data hosting policies
- Built using PMI PMBOK and ITIL standards
Portfolio Management
We turn portfolios into performance engines.
- Dashboards to track ROI, KPIs, and sector benchmarks
- Active governance, board participation, and risk rebalancing
- Compliance with CMA governance codes and Saudization quotas for operating companies
Managing Active Investments
We strengthen what you already own.
- Quarterly reviews, value-creation workshops, and exit planning
- Tax and regulatory compliance monitoring per Zakat, SAMA, and other vertical-specific rules
New Opportunity Analysis
We assess what’s next—and what’s worth it.
- Competitive intelligence and risk-adjusted scoring
- Screening based on SAGIA investment restrictions and sectoral incentives like NEOM or SPARK zones
How We Can Help You
Our CIO methodology delivers full-spectrum investment oversight—without the internal complexity.
Project Initiation
We align investment goals with your values, risk appetite, and governance model. This includes Sharia compliance and local regulatory obligations.
Current Situation Assessment
We conduct a full review of your current portfolio, capital structure, and compliance status to identify performance gaps and liquidity constraints.
Investment Thesis Development
We create tailored thematic buckets, allocation rules, and decision frameworks backed by research and regulatory strategy.
Deal Execution
We source and validate deals through a rigorous process that includes legal, financial, and operational diligence. No surprises, no shortcuts.
Portfolio Management
We implement dashboards, reporting protocols, and board engagement strategies to maintain discipline and maximize returns.
Continuous Optimization
We revisit strategies, evaluate exits, and capitalize on new opportunities—all while staying aligned with your evolving objectives and compliance needs.
What You’ll Gain
A clear, defensible investment strategy
End-to-end support from sourcing to post-deal integration
Regulatory peace of mind in complex sectors
Active monitoring and rebalancing of your portfolio
Governance, dashboards, and board-level insights on demand
Why Qirat?
We understand that capital is global, but compliance and impact are always local. That’s why we bring global investment logic with Saudi execution depth.
Deep knowledge of CMA, SAMA, SAGIA, and localization rules
Real-world experience managing multi-sector portfolios
ESG-aligned investment strategies tailored to Saudi Vision 2030
A full-stack team that covers finance, legal, ops, and compliance
“We make sure your investments perform—and comply.”
Ready to Partner with Us?
Join the ranks of leading organizations who trust Qirat Advisory to drive
their strategic initiatives and transformation journeys.