Does your product qualify for a successful institutional fundraising?

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

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.

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

01 / 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?

02 / 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)?

03 / Other

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

Get more details and view the brochure here.

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