Capital Formation

Plan and execute successful fundraises.

Institutional investors review 155 fund proposals annually on average.1

To be effective in a market with more than 550 funds actively fundraising, a well planned out effort is essential.2

Sundial Park’s suite of Capital Formation Services leverages our expertise in planning successful fundraises and differentiating clients’ offerings for an institutional audience.

CAPITAL FORMATION BLUEPRINT

  • Sundial Grade ™ Platform, Product and Capabilities Assessment
  • Investor segmentation
  • Marketing plan
  • Positioning advice
  • Offering benchmarking

TRACK RECORD REVIEW

  • Construction
  • Institutional presentation standards

MARKETING ASSETS

  • Pitch book
  • Tear sheet
  • Private placement memorandum
  • Due diligence questionnaire

ROADSHOW AND LP DUE DILIGENCE PREPARATION

  • Presentation coaching
  • Due diligence meeting agenda, presentations
  • Due diligence meeting preparation
  • Investor interest tracking via CRM system

1, 2 2016 Preqin Global Real Estate Report