Services Overview

Institutional investors seek to deploy capital with platforms that have well-defined strategies, codified fundraising and investor relations programs, talent acquisition and retention plans, and strong fiduciary and corporate cultures.

Sundial Park Group offers the tools and advice to develop these critical platform components, enabling our clients to attract and retain LP capital.

Capital Formation Blueprint

  • Sundial Grade ™
  • 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 request review
  • Investor interest tracking via CRM system

Best Practices Training Programs
 

  • Addressing LP queries
  • Reporting
  • LP communications: Good news, bad news
  • Effective annual meetings
  • Building trust with LPs
  • Social media
  • Customized programs

Pre-Marketing Blueprint

  • Positioning advice
  • Overview deck
  • Pre-marketing plan
  • Transaction announcements

LP onboarding plans

Annual letter and reporting suite review

LP communication strategy

LP impression studies

Annual meeting preparation 

Website best practices

  • Strategic Plans
  • Product extensions
  • Talent acquisition and retention
  • Organizational design
  • Succession planning
  • Long range capital raising roadmap