Strategic Marketing Insight

Private equity professionals are experts in the execution of their investment strategies, but most do not have deep current insight into institutions’ and family offices’ portfolio allocation decisions. Touchstone is constantly in, and monitors, the institutional investor market. Through ongoing dialogue with individual investment professionals, we understand their investment preferences, allocations and concerns.

An integral part of Touchstone’s fundraising services is providing strategic market insight to our sponsor clients. We provide ongoing informed insight into:

  • Succinctly and compellingly articulating their investment opportunity
  • Communicating their competitive differentiation
  • Presenting their track record and experience most credibly
  • Dealing effectively with gaps in team, strategy, track record, or other challenges
  • Responding appropriately to investor questions
  • Advising on the current environment for fund terms and conditions

We provide detailed input to materials, including offering memoranda, investor presentations, online data rooms, due diligence questionnaires, and ongoing investor communications. We attend investor meetings with our clients, providing invaluable pre-meeting coaching and advice as well as post-meeting debriefs.