Important. Advisory services only. We are not a broker-dealer or a lender. All outreach is conducted under NDAs and applicable marketing rules. Any commitments are subject to investor approvals, due diligence, KYC and AML, and definitive documentation. This page is informational and not a solicitation to purchase securities.
Fundraising
What We Deliver
We support managers and operating platforms from positioning to close. The mandate is simple. Make the story investable, get it in front of the right capital, run a disciplined process, and convert interest into signed commitments.
Core Outcomes
- Clear proposition with competitive edge and proof of execution
- Institutional sales materials and a clean data room
- Qualified investor pipeline and scheduled meetings
- Tracked follow-ups, coordinated diligence, and term negotiations
- Documented commitments and a realistic closing timetable
Who We Support
- Fund managers raising first closes, top-ups, or successor funds
- Sector specialists and regional platforms
- Special situations and co-investment vehicles
- Private credit, private equity, real assets, and structured strategies
The Fundraising Process
Strategy and Positioning
- Investor-lens review of strategy, team, track record, and terms
- Competitive map, fee sanity check, and differentiation
- Marketing plan with targets, channels, and cadence
Sales Materials and Data Room
- PPM or term sheet, deck, teaser, and DDQ
- Case studies, pipeline evidence, and compliance statements
- Structured data room with naming conventions and version control
Investor Mapping
- Target lists by region, ticket, and mandate fit
- Intro emails, calls, and pre-qualification
- Calendar build with priority ranking
Roadshows and Meetings
- Europe, the Gulf, and other agreed hubs
- Briefing notes before each meeting and recalibration after
- Attendance, notes, and action tracking
Diligence Support
- Q&A management, data requests, and reference calls
- Operational due diligence readiness and risk responses
- Negotiation of side letters and commercial terms
Closing
- Soft circles to hard commitments
- Document checklists and signature coordination
- Capital call mechanics and investor onboarding
Step-by-Step
Market Analysis and Materials
We assess the offer like an allocator would. We test return drivers, risk controls, governance, and the fee stack against peers. From there we set the angle and produce the full sales pack. If media support is useful, we coordinate targeted editorial with compliance oversight.
Communications Readiness
We drill presentations until the message is tight. We prepare answers for the hard questions and tune the flow for different investor profiles and cultural contexts.
Investor Targeting
We build lists that match mandate, ticket, and timing. Initial outreach qualifies interest before meetings so calendars stay focused on real prospects.
Roadshows
We plan routes, set logistics, and accompany meetings. You arrive briefed on who you are seeing, what they care about, and what to push or park. We take notes and carry the follow-ups.
After Each Trip
You receive written summaries and next steps. We move information fast, keep momentum, and escalate where a partner needs to weigh in.
Sustained Dialogue
Between trips, we maintain contact, share portfolio updates, exits, pipeline, and risk events. The goal is steady engagement until a yes or a clear no.
Due Diligence and Closing
We coordinate data, schedule reference calls, and manage ODD lists. We help finalize terms, side letters, and signatures. Then we hand over to your investor relations plan.
Post-Fundraising
We keep warm relationships that passed due to timing or constraints and line them up for the next closing window.
Coverage
- Investor hubs across Europe and the Gulf, with selective outreach in North America and Asia where fit is clear
- Strategies across private credit, private equity, real assets, and structured opportunities
- Ticket sizes and pacing aligned to capacity and operational readiness
Eligibility and Required Materials
Eligibility
- Defined strategy, team accountability, and governance
- Track record or credible pipeline with verifiable data
- Compliance framework and service providers in place
- Terms that match market reality
Initial Materials
- Deck, DDQ, bios, case studies, and policy statements
- Historic performance or pipeline model with assumptions
- Service provider list, legal docs outline, and cap table
- Communications plan for investor reporting
We issue a data room index and materials checklist at intake. If these cannot be produced, this service is not a fit.
Disclosures
- We act as an advisor. We do not guarantee outcomes.
- Outreach follows NDAs and local marketing rules.
- Fees and reimbursables are defined in the engagement letter.
- Execution may involve regulated partners in relevant jurisdictions.
- Timelines depend on investor processes and document completion.
Start Client Intake
Share strategy, target size, timelines, and materials status. We will respond with a structured plan and a schedule for investor outreach.
Open Client IntakeNotice. Information may change without notice. Nothing herein is an offer to sell or a solicitation to buy any security. Engagements are subject to conflicts checks, compliance review, and formal approval.
