Fundraising advisory and support

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We support funds, family offices, and individual investors in their fundraising efforts through consulting and advising on their strategy.  From preparation to closing.

Our approach:

• Assess Fund Strategy and Readiness
• Define Capital Formation Objectives
• Evaluate Track Record and Performance
• Refine Investment Narrative
• Structure Fund Materials
• Identify and Segment LP Targets
• Design LP Outreach Strategy
• Support LP Engagement and Diligence
• Advise on Fund Structuring and Terms
• Manage Fundraising Process and Timeline
• Support Closing and Capital Commitments
• Post-Close Review and Optimization