Experience across strategies and geographies

Launching Your Fund

Pre-Fundraise

Fundraising Materials that Resonate with Investors

Design and creation of institutional quality documents that connect with investors

PPMs, Pitch Books, Executive Summaries, DDQs  

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)