Why Us

“strategic & tailored support to match portfolio edge, target investors and aum”

Private fund marketing do’s and don’ts

Private fund marketing strategy & support

  • Allocation of investor assets heavily weighted to not only track record but managing avoidable drawdowns, operational and reputational risk 1
  • Performance attracts but an infrastructure that does not project safety of assets to investors may negatively impact allocation opportunities 1

What we do

  • Analysis, legal and strategic marketing experience to help attract and win assets
  • Deep expertise with marketing counter-parties, placement agents across negotiations, processes and controls
  • Deep experience & expertise working on pitch books , fact cards, investor expectations, disclosures, teams, people and private fund manager enterprise
  • Expertise across legal, regulatory and marketing do’s and don’ts during the investor solicitation process to help win assets
  • SEC, securities law, regulatory law, processes and controls, investor expectations across fund manager advertisement, marketing material, performance reporting, presentations and web site offerings for SEC registered or exempt advisers
  • Prepare reports or advise on presentation and marketing to investors and due diligence readiness (RFPs)

Benefit of doing it right the first time

  • Optimize management fees by doing more with less to increase your competitive advantage
  • Increase investors perception of value in your Firm's risk management
  • Mitigate losses and create alpha by proactively discovering potential risks
  • Maximize return opportunities by closing gaps or reducing the inefficiencies that drag on returns

Why us

  • To strengthen your position with allocators, we take a "deep dive" approach to get to know your Firm's unique business typically not found with most law firms or consultancies
  • We can increase the likely-hood of investor asset gathering success by offering pragmatic solutions to meet the demands of both regulators and today’s sophisticated investors
  • Unlike firms with predictable commoditized solutions – our professionals work closely with client executives to unlock value and make change happen
  • We offer the value of sharing what works from more than two decades of deep industry insight, relationships, resources and working with numerous strategies not otherwise available to a single client organization
  • Expand the universe of target investors and distribution channels or improve the likely-hood of marketing success
  • Notwithstanding capital to ever-larger fund management firms, new or emerging managers with excellent pedigree or trading edge can find fundraising success with allocators by projecting viable operations with a team of in-house or fractional co-sourced investment professionals
  • Appetite by institutions to develop relationships with newer and nimble managers to offset the returns of larger managers that deploy vast sums of capital overhead unable to maximize a strategies performance returns.
  • 1. Red flags: top reasons an investor will veto an investment, unwillingness to provide adequate transparency, inadequate or inappropriate policies and procedures, poor separation of duties, inadequate personnel or lack or relevant experience in critical roles, inappropriate valuation policies and procedures.

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