A successful marketing program is the result of the consistent application of a process as opposed to a one-off transaction. Our experience working with private fund managers on a global basis provides clients with valuable strategic insights into effective marketing tactics that work in a competitive marketplace.

– Business and strategic planning
– Term sheet review and negotiation
– Marketing material review, creation, maintenance
– Due Diligence Questionnaires (DDQs)
– Investor communications and services
– Performance reporting
– Mock investor presentations
– Assist with Request for Proposals (RFPs)
– Fundraising (Restrictions apply)