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