Raising capital is an ongoing effort. We are active at every stage of the process to make sure our clients are best-positioned to meet the challenges inherent in fundraising.

Fundraising / Closing

Post-Closing

  • Conduct thorough due diligence; investors know they can trust our work
  • Advise on structure to achieve attractive terms for both GP clients and LPs
  • Assist in preparation of convincing marketing materials and a comprehensive due diligence package
  • Identify, qualify and prioritize investors
  • Develop and perfect a bespoke marketing strategy for each client 
  • Engage investors and consultants to facilitate productive interactions with our GP clients
  • Secure meetings and coordinate roadshows; seeking compelling ways to add value through investor interactions
  • Follow-up with investors, keeping them updated and engaged, and assist with due diligence
  • Provide frequent marketing updates to our fund manager clients
  • Deliver investor commitments and guide through closings
  • Hold post-mortem on lessons learnt during the fundraising process 
  • Provide ongoing client updates to our network of investors
  • Continue to develop our clients' brand in the market, taking full advantage of opportunities to get them in front of investors
  • Advise clients on positioning for their next fundraise 

Pre-Marketing