Align Strategy. Secure Capital.
OUR PORTFOLIO
Helping Businesses Blossom
GLOBAL EXPANSION
Long-only Small Cap Japan Equity
Established Manager ( $1.3T AUM )​
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Advised on distribution market expansion to the USA
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Organized roadshows in the USA and Canada
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Conducted due diligence
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Provided feedback on structure and solutions to accommodate potential investors ​
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BRAND REDESIGN & CAPITAL INTRODUCTION
US Equity Dividend Capture Option Trading
Emerging Manager ( $15M AUM )​
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Branding
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Due diligence preparation
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Introduced manager to family office investors
BRANDING & CAPITAL INTRODUCTION
Biotech Venture Capital Fund
Emerging Manager ( $60M AUM )​
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Marketing and due diligence preparation
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Organized roadshows in the USA and Canada
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OUR PORTFOLIO
Helping Businesses Blossom
BRAND REDESIGN &Â DUE DILIGENCE
TMT US Equity Fund
Emerging Manager ( $10M AUM)
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Branding
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Marketing and Due Diligence preparation
BUSINESS DEVELOPMENT & CAPITAL INTRODUCTION
Trend following US Equity Fund
Emerging Manager ( $10M AUM )
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Strategic business development: consultation on of fund structures, prime broker relationships, and other strategic third parties. Introduction of the potential board of directors member for the fund. Evaluation of business and market positioning for possible firm restructuring. Introduced strategy to single-family offices and multi-family offices for seed capital*
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OUR PORTFOLIO
Helping Businesses Blossom
BRAND REDESIGN & DUE DILIGENCE
​Quant India Market Neutral Fund
Emerging Manager ( $ 25M AUM ) ​
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Branding and Due diligence Preparation
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Roadshows and marketing campaigns in various cities globally*​
GLOBAL EXPANSION
Value Fund of Fund
Established Manager ( $100M AUM ) ​​
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Audit on current marketing processes and due diligence preparation
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Introduction to strategic partners
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Introduced manager to US and European investors*
GLOBAL EXPANSION & DUE DILIGENCE
Emerging Market India Fund
Emerging Manager ( $30M AUM ) ​
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Marketing and due diligence preparation for fundraising
in the USA
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Organized roadshows and marketing campaigns
in various cities globally*​
OUR PORTFOLIO
Helping Businesses Blossom
PRODUCT DEVELOPMENT &Â CAPITAL INTRODUCTION
South Korea Growth and Value Long-Only Fund
Established Manager ( $30B AUM ) ​​
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Marketing and due diligence preparation to market to institutional investors in the USA
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Organized roadshows in the USA, Europe, and Asia*​
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Introduction to strategic partners
GLOBAL EXPANSION
Quant Long-Short US Equity Fund
Emerging Manager ( $25M AUM )
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New product development
Enhanced performance reporting practice and increasing visibility.
Advised on strategic alliances
Restructured firm's positioning from product to tailored solution provider
Introduced manager to seed capital*
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NEW STRUCTURE &
CAPITAL INTRODUCTION
Quant US Equity Fund
Emerging Manager ( $60M AUM )
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Introduced UCITs structure through platforms in Europe
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Introduced manager to seed capital in Europe*
CAPITAL INTRODUCTION - CASE STUDY
Discover Our Expertise
ASSIGNMENT & APPROACH
Manager: Early Stage Venture Fund
(First Fund)
Time Frame: Two Months ( Q4 2019 )
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Potential Investors Approached: 1746
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Investors' Geographic Location: USA and Canada, Europe, Asia
OUTCOME
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Review Rate: 41.11%
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Number of institutions reviewed: 828
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Number of investment executives reviewed: 1043
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Meetings and Conference Calls Scheduled: 19
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In Review: 11
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​Interest to reconnect later: 15
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No interest : 133
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Outcome: 2 Family Offices Committed to Invest
COMMENT
Managers well-defined niche and positioning, and precise messaging curved during our consultation greatly contributed to the success of the campaign. The capital introduction was focused on institutional investors who invested in similar strategies in the past.