WORKSHOP THAT HELPS YOU IN YOUR FUNDRAISING PREPARATIONS.
Does your product qualify for a successful institutional fundraising?
A one-day workshop, designed for a fund manager/company (the “Issuer”) to get an overview of whether the fund/product is meeting the requirements of institutional investors, and to provide recommendations for a successful placement.
Get Ready To Approach The Institutional Investor Market
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TAILORED ASSISTANCE BEFORE GOING OUT TO THE MARKET
Workshop Content
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Introduction into fundraising for a commingled fund and alternative placement routes among private markets
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Overview of potential target investor groups, other key stakeholders, and their usual internal processes (incl. timelines)
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DCPLA assessment from an investor’s point of view by an experienced placement agent to institutional investors
Feedback and recommendations by DCPLA addressing
(among others)
Strategy and Product
- Is the investment strategy meeting investor appetite and target allocations of institutional investors?
- Are the pricing (cost and fee structure) and other terms of the product competitive (vs. direct peers and on a holistic basis)?
- Is my track record sufficient and what data do I need to provide?
Placement Route
- What would be the right fundraising concept?
- Is the structure of the product the right-fit for institutional investors in the target market? What changes would be recommended?
- Who are the right investors for my product (investor mapping)?
Other
- What amendments to the pitch by the investment manager are recommended?
- Tools for fundraising: What is the right fundraising tool for me?
Which are the key benefits?
SWOT Analysis
SWOT Analysis of the fund/product to assess institutional quality from an experienced “devil’s advocate”
ROADMAP
A tailored roadmap for successful fundraising (will be provided after the workshop)