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.
This workshop provides valuable training for fund managers to deepen their knowledge of crucial elements, including fundraising documents and fund due diligence documents. These components are essential in crafting a compelling and transparent narrative that resonates with potential investors.
Get Ready To Approach The Institutional Investor Market
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Our mission
TAILORED ASSISTANCE BEFORE GOING OUT TO THE MARKET
Workshop Content
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?
- Is the structure of the product the right-fit for institutional investors in the target market? What changes would be recommended?
Other
- What amendments to the pitch by the investment manager are recommended?
- Tools for fundraising: What is the right fundraising tool for me?
