Approach
OUR PROCESS
Precise, custom fundraising for success.
Leveraging targeted marketing and exclusive placements to optimize results through tailored approaches, emphasizing fund manager strengths for efficient outcomes. Our process is marked by precision and customization, ensuring successful fundraising endeavors.
Develop Effective Message
• Estabilish appropriate target market
• Review and refine marketing information
• Appraise and perfect manager’s presentation
• Review and refine marketing information
• Appraise and perfect manager’s presentation
Manage and Distribute Fund Information
• Establish and refine fund information for databases
• Submit information to clients and prospects in a timely manner
• Assist in completion of investor DDQs and RFPs
• Submit information to clients and prospects in a timely manner
• Assist in completion of investor DDQs and RFPs
Marketing the Fund
• Coordinate investor meetings and telephone/video conferences
• Introduce Portfolio Manager during meetings and telephone/video conferences
• Make fund presentations at investor conferences
• Network to build relationships and maximize fund exposure
• Assist in negotiations of terms
• Maintain frequent contact with investors to reinforce relationship and facilitate communication with fund manager
• Introduce Portfolio Manager during meetings and telephone/video conferences
• Make fund presentations at investor conferences
• Network to build relationships and maximize fund exposure
• Assist in negotiations of terms
• Maintain frequent contact with investors to reinforce relationship and facilitate communication with fund manager
OUR CLIENTS
Seeking unique, innovative funds.
We seek unique and innovative funds. Our fund clients, for the most part, have been emerging funds that are interested in moving to the next level and need our skills and relationships developed over the past 35 years of marketing to institutional investors.Our client funds have included the following investment styles:
Convertible Arbitrage
Distressed Debt
Sector Equity-Healthcare
Sector Equity-Technology
Long/Short Equity-Europe
Private Equity-Europe