An end-to-end solution for fund managers
Our services cover all aspects of fund raising from the development of the fund proposition through to raising investor funds and the management of on-going investor relationships. We are also an active provider of expansion capital to, and an equity investor in, emerging asset management firms.
We provide assistance (where required) to establish the requisite operating infrastructure, refine the investment process, appraise the level of institutional support, design and develop the investment offer, establish fund structures, set terms and conditions, critique the offer in the eyes of investors, prepare marketing and due diligence materials, profile and pre-qualify prospective investors and develop the fund raising campaign.
We also provide an efficient "turn-key" solution to the establishment and on-going management of pooled investment funds.
Our advisory services are separately available to fund managers.
We target a pre-qualified group of prospective investors. We work closely with our fund managers to prepare and manage an efficient and effective book build that results in the timely closure of investor applications.
We develop effective ongoing communications and marketing strategies to create investor retention, encourage advocacy from the existing investor base and build interest amongst a broader set of potential investors. These strategies help ensure successful and efficient fund-raisings in future.