our services


We partner with investment managers to advise on the fundraising process.

  • Identifying appropriate investors
  • Interacting with decision makers at pension plans
  • Researching relevant events in the market
  • Positioning funds to be “investment ready”
  • Providing guidance throughout the marketing process
  • Developing and critiquing marketing materials
  • Assisting in the Request for Proposal (RFP) process
  • Hosting relevant events
  • Educating investors
  • Tracking pipeline of sales calls and meetings
  • Coordinating roadshows