DOES YOUR PRODUCT QUALIFY FOR A SUCCESSFUL INSTITUTIONAL FUNDRAISING?

Workshop that helps you in your fundraising preparations

DOES YOUR PRODUCT QUALIFY FOR A SUCCESSFUL INSTITUTIONAL FUNDRAISING?

Workshop that helps you in your fundraising preparations

A one-day workshop, designed for a fund manager/company (the “Issuer”) to get an overview of whether the fund/product is meeting the requirements of institutional investors, and to provide recommendations for a successful placement.

Get Ready To Approach The Institutional Investor Market

A one-day workshop, designed for a fund manager/company (the “Issuer”) to get an overview of whether the fund/product is meeting the requirements of institutional investors, and to provide recommendations for a successful placement.

Get Ready To Approach The Institutional Investor Market

TAILORED ASSISTANCE BEFORE GOING OUT TO THE MARKET

Workshop Content

  • Introduction into fundraising for a commingled fund and alternative placement routes among private markets

  • Overview of potential target investor groups, other key stakeholders, and their usual internal processes (incl. timelines)

  • DCPLA assessment from an investor’s point of view by an experienced placement agent to institutional investors

Feedback and recommendations by DCPLA addressing 

(AMONG OTHERS)

Strategy and Product

  • Is the investment strategy meeting investor appetite and target allocations of institutional investors?
  • Are the pricing (cost and fee structure) and other terms of the product competitive (vs. direct peers and on a holistic basis)?
  • Is my track record sufficient and what data do I need to provide?

Placement Route

  • What would be the right fundraising concept?
  • Is the structure of the product the right-fit for institutional investors in the target market? What changes would be recommended?
  • Who are the right investors for my product (investor mapping)?

Other

  • What amendments to the pitch by the investment manager are recommended?
  • Tools for fundraising: What is the right fundraising tool for me?

WHICH ARE THE KEY BENEFITS?

 

SWOT ANALYSIS

SWOT Analysis of the fund/product to assess institutional quality from an experienced “devil’s advocate”

ROADMAP

A tailored roadmap for successful fundraising (will be provided after the workshop)

WHICH ARE THE KEY BENEFITS?

 

SWOT ANALYSIS

SWOT Analysis of the fund/product to assess institutional quality from an experienced “devil’s advocate”

ROADMAP

A tailored roadmap for successful fundraising (will be provided after the workshop)

preview the workshop agenda and general info

LET’S GET STARTED

Sign up for the workshop “Does your product qualify for a successful institutional fundraising?”

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