Fundraising Strategy & Materials

Identify the best prospective investors for your fund; help them understand your vision and convince them why they should back you and your team.

Translating your vision, strategy and experience into a format that is easy for investors to grasp and inspires them to back you is no easy task. Relying on tired messaging and templated materials is not the path to a smooth fundraising. Your materials must tell your story the right way and demonstrate your right to exist in the market – clearly and succinctly. And before you get to tell anyone your story, you need to identify the most appropriate targets for your fund and begin to develop relationships.

Each kind of investor presents its own challenges: genuine family offices are difficult to identify and even harder to meet; large, institutional investors will tend to have more stringent track record requirements and may take too long to reach decisions for situations where capital must be raised quickly.

Using a proprietary scorecard, based on close to 15 years of interviewing investors, we establish the gaps in your current materials and how to get across your message the best way. We make sure investors have what they need to reach a positive outcome at each step of the process and help you set up your materials so that you won’t waste valuable time on investors that cannot or will never invest.

The words you use are key, but their impact can be supported through intelligent use of visuals and other mnemonic devices. These can help to ensure your strengths and other key messages don’t lose impact through what can be a long and abstract investment process.

As part of this process, we also take time to identify the likeliest investors for your fund and can help develop a strategy to target these individuals, potentially with the assistance of one or more placement agents.

The pitchbooks, teasers, IMs and PPMs that we produce are carefully crafted to engage and convince investors. And because we know that’s only half the story, we will help train you to be a more compelling and memorable presenter, too.


Brexit Report Vol. 2

The report shows the expected impact of the Brexit vote on headcount in the City and asset flows in and out of the UK, at both industry and asset class levels.

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