| We start by understanding the client’s objectives
and goals. Next, we identify the institutional investor
channels that are most likely to invest in the fund. We
then tailor the presentation to that group by helping
the client articulate the investment process in a manner
that investors understand and identify. A marketing plan
is developed which lays out a critical path and a timeline
of calls, meetings and fund subscriptions. Progress reports
are provided on a frequent basis. For exclusive assignments,
we take responsibility for all aspects of the distribution
process and are fully accountable to fund raising goals.
Our investor network includes public and private pension
funds, family offices, endowments, foundations, fund
of funds and consultants in the U.S, Canada and Europe.
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