Fund placement advisory

consultantaWe 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.