Services

 
 

We provide comprehensive support throughout the entire capital raising process, from initial planning and investment strategy to due diligence and closing. Our focus is on quality over quantity, which is why we take on a select number of mandates and offer exclusive services. This approach allows us to collaborate closely with each client to identify their individual needs. Combined with our extensive network within the alternative and impact investment communities, this tailored approach empowers our clients to effectively engage with local investors.

Our Services Include:

  • Fundraising Strategy Development: Crafting tailored fundraising strategies that align with the client's objectives and market conditions.

  • Market Research and Analysis: Conducting in-depth research on investor preferences, market trends, and competitive landscape.

  • Investor Identification and Targeting: Identifying and targeting suitable investors based on the fund's strategy, size, and geographic focus.

  • Marketing Material Preparation: We support the creation and refining process of marketing materials, including pitch decks, private placement memorandums, and other investor presentations.

  • Investor Roadshows and Meetings: Organizing and coordinating roadshows, investor meetings, and other outreach activities to engage potential investors.

  • Due Diligence Coordination: Assisting in the preparation and organization of due diligence materials and processes to ensure transparency and build investor confidence.

  • Negotiation Support: Providing support during negotiations with potential investors to help secure favorable terms.

  • Regulatory Compliance Guidance: Offering guidance on regulatory requirements and compliance issues related to capital raising and investor engagement.

  • Relationship Management: Managing ongoing relationships with existing investors to ensure continued support and facilitate future fundraising efforts.

  • Closing and Post-Closing Support: Assisting in finalizing agreements and providing post-closing support, such as follow-up communications and reporting.

  • Advisory on Fund Structuring: Advising on optimal fund structures to meet investor needs and regulatory requirements.

  • ESG and Impact Investing Advisory: Offering specialized advice on integrating ESG criteria and impact metrics into the investment strategy and reporting.