What we do
Position a fund or deal for maximum investor appeal
Identify, contact, and follow up with a broad universe of likely investors
Arrange meetings with qualified investors, assist with due diligence, and follow through to closing
Often obtain investor feedback that wouldn’t be given directly to the sponsor
Continuously update intelligence on thousands of investors accumulated over 20 years of fundraising
Provide timely client updates throughout the fundraising process
Informed, objective, professional strategy/deal assessment
Position strategy/deal to fit current investor demand
