Whether you are fundraising to increase hedge fund assets or raise a Venture Capital, PE or real estate fund, in terms of actually raising assets from prospective allocators/LPs, our coaching services include some key points such as:
✔️ Personality and negotiator assessment tools for allocator meetings;
✔️ Preparation of the allocator meetings (role plays, “devil’s advocate”-style preparations, deep probing of processes);
✔️ Analysis of investment process, expertise, level of institutional-quality preparation of multiple fund aspects and articulation of these;
✔️ Communication tailoring for fund marketing;
Under development with clients – check back soon!
Reports on properly raising capital from allocators, being an institutional-quality CIO/CEO, and a superior manager and developer of your talent.
Techniques for superior fund marketing to raise capital and onboard allocators in cap raises.
What are the preferred materials? How to accurately describe the investment process? How to align on key provisions like redemption periods, liquidity, transparency and reporting?
How do you retain and grow top PMs, traders, analysts? How do you know which PM to promote to manager of that newly raised fund, or which is ready for an allocation increase?
Most CIOs come from a financial background, with great financial expertise but possibly lacking in the management and leadership dimension.
How do you combine vision and execution, finance and operations, and steward a successful fund?
An exclusive report on maintaining institutional-quality operations and performance while switching to remote operations.
How do you maintain institutional-quality operations while switching to a remote environment? What are the challenges for you as a manager and individual traders/PMs? How do you maintain effective and constant communication?
