Our Process

Our success is ultimately driven by our ability to more efficiently utilize the time of potential investors and our investment managers.

We start by understanding the client's objectives and goals. Next, we identify the institutional investor market segments that are most likely to have interest in the fund.

We tailor the manager presentation to that group by helping the client articulate the investment process in a manner that investors identify with and understand.

A distribution plan is then developed to lay out the critical path and a timeline for document preparation, document distribution, calling campaigns, meetings, due diligence coordination, and fund closings. Progress updates are provided to the client on a frequent basis.

For full-service assignments, we take responsibility for every aspect of the distribution process and are fully accountable to fund raising goals.

The services offered by top-tier placement agents have grown in parallel with investor demands on general partners. We assist our clients at each step in the process shown on the right.