Fund Placement Success in 3 Steps

DCPLA works closely with its clients throughout the fund placement process in order to achieve a successful fundraising.

01 / Pre-marketing

Solid foundation through planning.

DCPLA Tasks

  • Investor mapping: focus on 700+ relevant European top AIF investors & advisors and South Korean, Japanese and Middle East top tier investors 
  • Top-down approach: coverage based on AUM (Down to EUR 1bn AUM, if necessary) 
  • Assess competitive landscape 
  • Fully transparent campaign management through Salesforce (cloud CRM system) 
  • Warm-up of market by PR and pre-marketing 

02 / Marketing

Disciplined execution of fund placement.

DCPLA Tasks

  • Full launch of funds based on integrated distribution plans
  • Manage and coordinate investor meetings & road shows 
  • Provide feedback post meetings 
  • Manage next steps

03 / Due Diligence & Closing

Harvest and focus on closing 

DCPLA Tasks 

  • Maintain sales efforts 
  • Manage and coordinate detailed commercial & legal due diligence requests and processes
  • Advise on closing process and timing 
  • Coordinate subscription pack and side letters 
  • Coordinate closing and assist in post-closing activities 
Teaser

Fund Advisory

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

Learn more
Teaser

Investor Communications

The goal is to build investor trust and loyalty to keep existing investors and to lay the groundwork for future fund raising efforts.

Learn more

Disciplined approach to satisfy the regulatory and compliance requirements of each target market

The business of DCPLA is built on state-of-the-art fundraising technology of the latest generation (a customisation of the salesforce.com CRM)
to run a disciplined process and to accomodate regulatory and compliance requirements. This not only contains up-to-date Global Institutional Investor Intelligence but also:

  • Facilitates running multiple and systematic campaigns
  • Coordinates all steps of a successful fundraising process
  • Captures all investor communications (e-mails, phone calls, meeting notes)
  • Produces sophisticated and extensive client reporting (monthly)
  • Full AIFMD compliance in order to access institutional investors based in the European Union
  • Verifies coverage to WpHG compliant investors (WpHG is the German securities trading law which verifies "qualified and professional investors")