North Vale
Music Fund
Approach

Patient capital, disciplined diligence.

We are not in the business of extracting value from catalogs. We are in the business of holding them for long enough that stewardship and returns become the same thing.

Thesis

Why music, why now.

Global recorded music revenues have returned to growth in every consecutive year since the streaming transition began. Royalty income from well-built catalogs is recurring, inflation-linked via consumption, and geographically diversified by default.

That combination — durable, growing, uncorrelated — is rare. What makes it investable for a vehicle like ours is the other side of the market: thousands of rights holders with concentrated exposure to a single asset class they cannot easily monetise without selling.

Our job is to meet those sellers on fair terms, apply rigorous underwriting, and compound the portfolio over decades rather than quarters.

Principles

Six principles we commit to in every transaction.

01 — Principle

Stewardship over extraction

We do not rename, re-edit, or relicense a catalog into something unrecognisable. The work stays the work.

02 — Principle

Fair value, transparently argued

Every offer comes with the assumptions behind it. If we cannot defend a number, we do not make an offer.

03 — Principle

Speed without shortcuts

Sellers deserve momentum. Diligence is thorough — but it runs on our clock, not yours.

04 — Principle

Clean paper

Simple documentation, plain English, no surprise clauses. Deals fall apart when lawyers fight over edge cases.

05 — Principle

Long after the wire transfer

Stewardship begins after closing, not before. We stay reachable for the life of the catalog.

06 — Principle

Absolute confidentiality

Nothing about your catalog, your situation, or our conversations leaves our walls without your consent.

Underwriting

How we value a catalog.

Valuation is never a single number. It is a range built from multiple converging methods, stress-tested against real royalty history and forward assumptions we are prepared to defend.

Historical earnings

A full audit of reported income by source, territory, and collecting society over a multi-year window.

Decay & growth modelling

Forward royalty curves modelled per rights type, weighting recent performance and catalog age.

Rights breadth

We price what can actually be owned: territories, terms, reversions, splits, and admin coverage.

Market comparables

Transaction data points from comparable catalogs — not a substitute for diligence, but a meaningful sanity check.

Risk adjustments

Legal, counterparty, collection society and concentration risks all priced explicitly, never waved through.