Public Commentary: The workflow and fee ranges below reflect FG Capital Advisors’ experience introducing alternative-investment managers to institutional allocators. Figures are indicative and do not constitute investment advice or a solicitation.
Investor Introductions for Alternative Investment Strategies
Hedge-fund, real-asset, and niche-credit managers compete in an overcrowded capital-raising arena. FG Capital Advisors curates high-conviction investor lists—pensions, endowments, OCIOs, and multi-family offices—then drives a disciplined introduction process that converts first meetings into term-sheet commitments within six to nine months.
Three-Pillar Introduction Framework
- Data-Driven Investor Mapping
• Screen 4 000+ allocator profiles by mandate, ticket size, lock-up tolerance, and ESG policy.
• Deliver a prioritised list of 60–100 targets with live re-balancing as CIOs update pacing plans. - Institutional-Grade Collateral
• Refine factsheet, track-record attribution, and risk-factor decomposition.
• Populate data room (Deck, DDQ, Form ADV, audited financials) with watermark and analytics. - Pipeline Management & Diligence Support
• Wave-based outreach, weekly progress dashboards, and coordinated Q&A logs.
• On-site or virtual operational due-diligence (ODD) sessions led by FG Capital specialists.
Key Investor Segments Targeted
| Segment | Typical Ticket | Preferred Strategies |
|---|---|---|
| Pension Funds & SWFs | US$25–100 M | Core/plus hedge funds, real-asset income, senior private credit |
| Endowments & Foundations | US$10–40 M | Uncorrelated hedge funds, venture-adjacent themes |
| Multi-Family Offices | US$5–20 M | Opportunistic credit, hard-asset co-investments |
| Fund-of-Funds & OCIOs | US$5–30 M | Emerging-manager hedge funds, specialist real assets |
Fee Schedule
| Component | Typical Range |
|---|---|
| Monthly Retainer | US$8 k – 20 k (credited toward success fee) |
| Success Fee | 1.0 – 2.0 % of capital committed |
| Expense Budget | Pass-through travel, virtual-data-room, and third-party ODD costs |
Closing Cadence
Month 0
— Readiness assessment & mandate
Month 1
— Materials finalised, initial outreach sent
Months 2–4
— First-wave meetings; manager Q&A logged
Month 5
— Soft-circled capital reaches 30 % of target
Months 6–9
— Rolling closings; investor-relations handoff
Governance & Compliance
- CRM Transparency: Real-time access to outreach metrics and LP feedback.
- Regulatory Alignment: All solicitation activity conducted under FINRA-registered broker-dealer framework.
- ESG & DEI Reporting: Optional modules to match allocator disclosure requirements.
Engagement
Alternative-strategy managers seeking institutional investor introductions are invited to contact FG Capital Advisors for a confidential diagnosis of fundraising readiness and a tailored placement proposal.
This document is provided for informational purposes only. It is not an offer to sell or a solicitation to purchase any security or service. Independent professional advice is recommended before acting on any information herein.
