Established

Managers

AUM $2bn+

These managers are often understaffed during stressful and busy times (e.g. fundraising periods) and thus, partner with us on special projects such as annual investor meetings, broken processes, new-fund builds and funds in wind-down.

Mid-sized

Managers

AUM $100mm - $2bn

This is the bread and butter of our business. These managers often do not have investor relations in-house, or if they do, it is a shared or junior resource. They may have a fundraising professional or hired a placement agent. They are close to or already operating in the institutional investor world. They want to engage in more institutional investor relations practices, but do not necessarily need an expensive full-time professional. We partner with them to act as an extension of their team and provide the full scope of investor relations services (e.g. fully retained engagements, investor marketing materials and content, special projects, investor letters and reporting, LP servicing, LPAC meetings etc.)

Startup & Emerging Managers

AUM $0-$100mm

The operating model for any startup or emerging manager is outsourcing across the board. We partner with pedigreed and experienced portfolio managers in this space, to help them launch or pre-market their fund and firm with a polished narrative and marketing materials.  We also engage with them on an advisory basis, to help them understand best-practice in investor relations and how they need to prepare for capital raising.