Comprehensive Placement Services
Placement services begin with a strategic assessment of your products, markets and funding sources to provide meaningful guidance in the structuring, positioning and marketing of your fund. The second phase centers on the creation of a strategic marketing plan that builds on your competitive edge and aggressively reaches out and engages your target audience
PHASE I: STRATEGIC ASSESSMENTS
GP DUE DILIGENCE
- Management experience
- Team tenure and experience working together
- Resources and talent
- Asset management capabilities
- Competitive edge
- Carry split/vesting
STRATEGY EVALUATION
- Structure and Terms
- Preferred return
- GP carry
- GP capital commitment
- Market Environment
- Geographic region
- Property type
- Risk-adjusted return expectations
- Competitive Environment
- Number funds currently in market
- Market trends
- Capital flows
PHASE II: FUND RAISE
- Prepare offering materials
- Develop strategic marketing program, including
- Preferred return
- GP carry
- GP capital commitment
- Target funding sources and pre-market to prospective investors
- Manage road shows
- Respond to RFPs
- Assess and report on marketing efforts, successes and priorities
- Negotiate and deliver investor commitments
- Partner with GP to offer guidance on investor meetings and outsourcing functions, such as legal and tax counsel
- Provide guidance on investor due diligence package