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Bespoke Process

The main objective of the sales process is to work in partnership with our clients to ensure they receive the assistance necessary to grow their businesses effectively:


  • Meet with investment managers to identify, understand and clearly articulate their expertise, investment strategy and competitive advantages

  • Analyze current collateral material and, if appropriate help enhance or create a presentation book, investor letter and due diligence questionnaire

  • Develop tailored marketing plans and goals

  • Contact target investors and screen for suitability with manager’s strategy and investment style

  • Introduce portfolio manager to potential investors

  • Provide feedback to portfolio manager

  • Develop tailored follow-up plan

  • Create distribution list of prospects

  • Provide monthly activity report

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