Bespoke Process

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The main objective of the sales process is to work in partnership with our clients to ensure they receive the assistance necessary to grow their businesses effectively:

• Meet with investment managers to identify, understand and clearly articulate their expertise, investment strategy and competitive advantages

• Analyze current collateral material and, if appropriate help enhance or create a presentation book, investor letter and due diligence questionnaire

• Develop tailored marketing plans and goals

• Contact target investors and screen for suitability with manager’s strategy and investment style

• Introduce portfolio manager to potential investors

• Provide feedback to portfolio manager

• Develop tailored follow-up plan

• Create distribution list of prospects

• Provide monthly activity report