Advisory

"We believe that the foundation of a successful fund placement is preparation."

What we can do for you - our key services:

By understanding the market environment and investor expectations we assess today's funding opportunities and pre-empt investor concerns.

 

At DC Placement Advisors we are inquisitive and result oriented. Before we take on an assignment we shall familiarise ourselves with the investment strategies and processes, the management team and operations of the fund manager. Moreover, we review the fund manager's track record and value creation skills.

 

As preparation of your fund placement we provide strategic and marketing advice with respect to:

  1. Assessment of the likely demand for the offering, including compatibility with investor criteria and preferences
  2. Market research in your target markets
  3. Brand building & Awareness activities as well as public relations work, i.e. advising on sponsoring possibilities and conference attendance in the target markets or communication with important institutional magazines and journalists
  4. Evaluation and positioning of our client in the market place, including assessment of the competitive landscape and benchmarking against competitors in order to build a compelling investment case
  5. Economic and financial evaluation of the offering, including form and structure of the fund, optimal fund size as well as appropriate terms & conditions that reflect market trends
  6. Verification of historic performance calculations
  7. Preparation of offerings documents, which presents the fund manager, the investment strategy and investment process
  8. Preparation of a comprehensive due diligence package to allow investors their detailed evaluation of the overall offering
  9. Optimal structuring is essential to ensure returns on investment are maximised and regulatory requirements are satisfied. Investment funds come in many forms. Some are based in the UK, others are based abroad commonly in jurisdictions such as Luxembourg, the Channel Islands and the Cayman Islands. Very often fund structures are necessarily complex, reflecting the diverse range of international investors.

We usually offer the full pre-sales advisory service spectrum, but also carry out tailor-made assignments e.g. assessment of potential investor demand for a fund product, positioning of fund managers in a specific geographic region or review and enhancement of existing marketing presentations.

Hans-Peter Dohr Hans-Peter Dohr

Contact us today for a free consultation to review your marcom material and fundraising strategies and we will provide you with an honest and objective healthcheck.

 

Your contact partner:

 

Hans-Peter Dohr

Managing Director & Head of Advisory

Tel.:       ++49 89 90 77 46 99 -11
email:    hpdohr@dcpla.com