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Preparation of Materials
Working side by side with the general partner,
Fortress utilizes all information gathered in the due diligence,
strategic planning, and premarketing phases to produce the offering
memorandum and related marketing materials for the fund. We
have substantial experience in preparing succinct, compelling manager
presentations for use in meetings with prospective investors. We
work with the client to produce the presentation, in addition to
providing valuable coaching to the management team in order to refine
the marketing pitch in advance of investor meetings.
Fortress Group also prepares a comprehensive due
diligence package which is distributed to interested investors as
a supplement to the offering memorandum. Our attention to
detail and comprehensive, accurate disclosure of information needed
by exacting investors has become a trademark of the firm and one
of the reasons institutional investors and consultants appreciate
being included in our distribution network.
Areas of particular attention in our preparation
of materials before and during the fundraise:
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Draft private placement memorandum |
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Assist counsel in development of the limited partnership
agreement |
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Develop accurate, comprehensive, and effective marketing
presentation |
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Critique team's presentation prior to commencing roadshow
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Compile and produce necessary elements of a supplemental
due diligence package, including: common questions and answers;
cash flow detail to support the track record; qualitative
and quantitative detail on historical transactions comprising
track record; analysis and benchmarking of the manager's
prior investment funds; firm background; resumes of professionals;
references, etc. |
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Address all other investor questions, including coordination
of responses to investor questionnaires and RFPs from consultants
and gatekeepers |
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Throughout the process, prepare and distribute updates
for investors on the fundraise and notices of important developments
in the current fund's initial portfolio, if any, and
significant events in the portfolios of the manager's
prior funds |
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