Getting Started

Fortress Group limits its client base to a select group of investment fund managers with a record of superior historical performance, or whose principals have outstanding records of prior accomplishment in relevant product areas.  Based upon investor demand, we seek out general partners employing investment strategies within each asset class that can be readily differentiated by limited partners.  Examples of differentiation include an edge in deal sourcing, meaningful industry expertise, or other unique abilities that add value to portfolio investments.

Prior to representing a general partner, we conduct rigorous due diligence on the manager's investment strategy, investment discipline, operations, investment capacity, personnel backgrounds, and risk management practices.  Analytical and quantitative reviews are used to evaluate managers, determine competitive advantages versus peer groups, and establish a correlation to industry benchmarks.  The experience, talent, and integrity of the investment management team are critical elements to our evaluation process.

In each mandate, we operate in a seamless relationship with our clients to achieve their short and long-term business development objectives. Structuring each engagement with a mutual alignment of interests is crucial to the relationship, and we will not consider new assignments which may create conflicts of interest with any active client projects. Every assignment is pursued until its successful completion, regardless of the effort and time required. Click below for detailed descriptions of the services we provide at each step in the fundraising process.


•    Our process
•    Due Diligence
•    Strategic Planning
•    Premarketing
•    Preparation of Materials
•    Distribution
•    Investor Relations
•    Targeted Assignments

 
 
 

Fundraising Solutions

 
     
           Getting Started
 
     
           Our Process  
     
           Due Diligence  
     
           Strategic Planning  
     
           Premarketing  
     
           Preparation of Materials  
     
           Distribution  
     
           Investor Relations  
     
           Targeted Assignments  
     
           Why use a placement agent?  
     
 
 

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