Capital Formation Services
Our capital formation suite of services provides managers with an external, impartial view of their business and products. Investors have more options than ever; managers have one chance to engage them. We know what works.
1
SPG Scorecard
Perception is reality. How would an investor see your business? A strong track record is important, but so are your fiduciary capabilities. The SPG Scorecard breaks down your business and fund offering into five categories that investors care about, showing where your firm does well and where there's room for improvement. Investors have many options. Make sure you're their top choice.
2
Final Appraisal
Putting together a fund's marketing package requires significant resources. How can you ensure you've covered all the essential points and presented your firm in the best possible way? Our Final Appraisal Service provides specific feedback and edits on your deck, one-pager, ppm, and ddq. Let us ensure that you stand out and make a strong impression before your next raise.
3
Investor Surveys
Investor surveys provide valuable insight into LPs’ views of your firm and strategy. We collaborate with you to design a survey to gather candid feedback that can be used to refine decision-making and improve your operations based on actual perceptions of existing and potential partners.
4
Marketing Strategy
We specialize in devising a comprehensive marketing strategy that includes positioning your platform to prospective institutional investors, creating tiered lists of potential target investors, timing investor outreach, and providing appropriate follow-up materials. With our expertise, your product will reach the right investors, at the right time, and with the right message.