Pre-Fundraise
Fund Positioning
Effective promotion of your brand and identification of your differentiators/key messages
Fundraising Materials that Resonate with Investors
Design and creation of institutional quality documents that connect with investors
PPMs, Pitch Books, Executive Summaries, DDQs
Reference Packs
Interviews with CEOs, LPs and others for inclusion in the data room
Investor Perception Surveys
Pre-launch investor interviews to position for a successful fundraise
Placement Agent Selection
Selection of an agent that fits your needs
Presentation Training/Investor Meeting Prep
Effective investor engagement, using meeting time wisely, knowing what questions to ask
Post-Fundraise
Investor Relations Program
Development of IR protocols that meet industry best practice
Annual Investor Meeting Design, Planning, Critique
Organization of investor meetings (agenda, presentations, messaging)