Fund placement advisory
We offer expert fund placement services to private equity funds.
Pre-pitch due diligence
● understand the investment objectives and strategies of the fund and determine the target investor market that meets the criteria
● establish key selling points and identify the relevant issues to assist the fund in differentiating itself from its main competitors.
Post-mandate due diligence and documentation
● assist in the preparation of the Private Placement Memorandum (PPM) and perfecting the sales presentation
● perform detailed research and documentation for the Due Diligence Pack, including the track record analysis, portfolio company and management referencing, and competitor market profiling
● advice on terms and structure of the fund.
Fundraising road show and overall management
● manage the fundraising road show
● proactive investor follow-up
● continual feedback on fundraising progress.