what sets us apart
We Are True Partners
We combine hands-on investor insights with proven institutional asset management distribution capabilities across all asset classes – from traditional to alternative and from public to private. As a boutique firm, our primary business focus is on fundraising activities. We will only represent a select and limited number of high quality investment managers at any one time, and we will not market competing strategies simultaneously.
What we do
How We Achieve Results
Due Diligence
We conduct our own thorough due diligence of investment managers and their strategies/funds. This is a critical first step.
Assessment
We come at this from two invaluable perspectives: attractiveness from an investor perspective and attractiveness from a distribution perspective.
Efficiency
Our detailed process results in less of your time being wasted.
Clear Strategy
Successful selling isn’t blindly introducing a strategy or a solution. It’s about helping investors understand how the strategy may fit in the context of their portfolio.
Relationships Matter
We make a commitment to only represent a handful of high quality, specialist managers with no competing mandates.
Sole Focus
From the prep work required before a successful fundraise to the execution of the marketing strategy during the fundraise.