Our Process.
A proven tailored process for raising capital.
We provide you with thoughtful, strategic advice and a customized service that adds significant value at every step of the process to help you achieve your fundraising goals.
Our Process.
A proven tailored process for raising capital.
01
GP Due Diligence
We partner only with like-minded, visionary and outstanding GPs. We conduct a thorough pre-engagement due diligence to fully understand your business, investment strategy, strengths, weaknesses and track record, to assist you efficiently reaching your goals.
02
Fundraising Marketing Strategy
We work side by side to develop a tailor-made fundraising marketing strategy that includes defining the profile of your target investors, establishing a timeline for reaching out to them, and developing a truly unique selling proposition along with a distinctive positioning for your fund.
03
ESG Advisory
We assist you to select and design key environmental, social and governance policies. We help you establish an ESG framework and apply it to both within your organization and across your portfolios in order to appeal to increasingly environmentally and socially conscious investors.
04
Marketing Messaging Advisory
We help you craft a clear, compelling and differentiated narrative that explains who you are and the value you offer to your investors. And we ensure you communicate it consistently across all your fundraising documentation and marketing materials.
05
LP Targeting and Screening
From our extensive and valuable network of European investors, we identify the most suitable set of institutional investors or family offices for your fund, according to its size, investment strategy and geography.
06
LP Pre-qualification
We contact prospective investors to introduce them to your investment strategy, pre-qualify them, narrow down the list and schedule introductory meetings/calls with those who have expressed concrete interest in your product, building momentum towards a quick close.
07
GP-LP Initial Introductions
We prepare you to make the best first impression. We provide you with short and precise prospective investor profiles and conduct coaching sessions prior to every meeting and call to customize your pitch and walk you through the key points to keep in mind during each meeting.
08
LP Relationship Management
We make sure that you start and nurture strong, long-term relations with investors. We handle the follow up with prospective investors on an ongoing basis, update them with the latest developments regarding the fund, help you on their due diligence process (including ESG and operational diligence), and help answer to their questions and queries promptly and correctly.
09
Feedback and Refinement
We systematically report about the fundraising campaign latest developments. We provide real and honest feedback from prospective investors. And based on that, we propose specific recommendations to improve your fundraising campaign.
10
Fundraising Conclusion
We support LPs with due diligence and finalizing their investment decision and assist you in the due diligence, negotiations and coordination of the process for the final close to bring your fundraising to a successful conclusion.
11
Post Mortem
After the final close of the fund, we analyze what went right and what could have been improved, to provide recommendations and share best practice for the longer term. And of course, we make sure you can leverage all the connections you made during the fundraising process in the future.