Knowhow in action
OUR PORTFOLIO
Helping Businesses Blossom
BRAND REDESIGN & CAPITAL INTRODUCTION
US Equity Dividend Capture Option Trading
Emerging Manager ( $15M AUM )
Branding
Due diligence preparation
Introduced manager to family office investors
GLOBAL EXPANSION
Long-only Small Cap Japan Equity
Large Established Manager ( $1.3T AUM )
Advised on distribution market expansion to the USA
Organized roadshows in the USA and Canada
Conducted due diligence
Provided feedback on structure and solutions to accommodate potential investors
BRANDING & CAPITAL INTRODUCTION
Biotech Venture Capital Fund
Emerging Manager ( $60M AUM )
Marketing and due diligence preparation
Organized roadshows in the USA and Canada
OUR PORTFOLIO
Helping Businesses Blossom
BRAND REDESIGN & DUE DILIGENCE
TMT US Equity Fund
Emerging Manager ( $10M AUM)
Branding
Marketing and Due Diligence preparation
BUSINESS DEVELOPMENT & CAPITAL INTRODUCTION
Trend following US Equity Fund Emerging Manager ( $10M AUM )
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 )
Branding and Due diligence Preparation
Roadshows and marketing campaigns in various cities globally*
GLOBAL EXPANSION
Value Fund of Fund
Established Manager ( $100M AUM )
Audit on current marketing processes and due diligence preparation
Introduction to strategic partners
Introduced manager to US and European investors*
GLOBAL EXPANSION & DUE DILIGENCE
Emerging Market India Fund
Emerging Manager ( $30M AUM )
Marketing and due diligence preparation for fundraising in the USA
Organized roadshows and marketing campaigns in various cities globally*
OUR PORTFOLIO
Helping Businesses Blossom
PRODUCT DEVELOPMENT & CAPITAL INTRODUCTION
Concurring New Markets
South Korea Growth and Value Long-Only Fund
Large Established Manager ( $30B AUM )
Marketing and due diligence preparation to market to institutional investors in the USA
Organized roadshows in the USA, Europe, and Asia*
Introduction to strategic partners
GLOBAL EXPANSION
Turning a New Page
Quant Long-Short US Equity Fund
Emerging Manager ( $25M AUM )
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*
NEW STRUCTURE & CAPITAL INTRODUCTION
An Innovative Solution
Quant US Equity Fund
Emerging Manager ( $60M AUM )
Introduced UCITs structure through platforms in Europe
Introduced manager to seed capital in Europe*
CAPITAL INTRODUCTION - CASE STUDY
Discover Our Expertise
ASSIGNMENT & APPROACH
Manager: Early Stage Venture Capital Fund (First Fund)
Time Frame: Two Months ( Q4 2019 )
Potential Investors Approached: 1746
Investors' Geographic Location: USA and Canada, Europe, Asia
OUTCOME
Review Rate: 41.11%
Number of institutions reviewed: 828
Number of investment executives reviewed: 1043
Meetings and Conference Calls Scheduled: 19
In Review: 11
Interest to reconnect later: 15
No interest : 133
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.