7.jfif

What we do for managers

Due diligence

Carry out mock DD to analyse the investment manager from the standpoint of an investor. We want to fully understand the process and performance drivers

Capital raising 

Our core proposition is the connection of investors to unique and differentiated investment strategies

Road less travelled

Pride ourselves on our ability to take a differentiated approach and have a different client base to most 

Messaging

Search for the small improvements in the marketing message that will make the difference to raising assets

Pure service excellence 

This in ingrained in our culture. Provide the best level of service to clients we can 

Open and transparent 

Provide weekly quantitative pipeline and sales reporting to the managers we partner with

Repeatability

Take the time to be able to understand the investment process, we should be able to deliver our clients unique story in a clear, concise and repeatable manner