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.