Equity Sourcing
- Raising equity from institutional and sophisticated private investors for alternative investment vehicles, including structuring support and facilitation of joint-ventures.
- Providing a clear marketing plan, including time schedule, prioritizing investor calls, arranging and accompanying road shows and follow-up with the investors until closing.
Strategic Advice
- Advice to Sponsors on the structuring and other capital markets issues relating to an investment vehicle, whether primary funds or fund of funds.
- Advice on the creation or review of all marketing, legal and tax documents, including placement memoranda, pitch-books, subscription and partnership agreements.
- Rigorous selection process of mandates with a focus on investor requirements, including those with restrictive legal and approval environments.
Investor Relations
- Post closing, regular calls to follow-up with investors.
- Sending of all reporting materials.
- Arranging annual partnership meetings and intermediary meetings with investors.
