Launching Your Fund


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


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)