DOES YOUR PRODUCT QUALIFY FOR A SUCCESSFUL INSTITUTIONAL FUNDRAISING?
Workshop that helps you in your fundraising preparations
DOES YOUR PRODUCT QUALIFY FOR A SUCCESSFUL INSTITUTIONAL FUNDRAISING?
Workshop that helps you in your fundraising preparations
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.
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.
TAILORED ASSISTANCE BEFORE GOING OUT TO THE MARKET
Workshop Content
Feedback and recommendations by DCPLA addressing
(AMONG OTHERS)
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?
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)?
Other
- What amendments to the pitch by the investment manager are recommended?
- Tools for fundraising: What is the right fundraising tool for me?
WHICH ARE THE KEY BENEFITS?
SWOT ANALYSIS
ROADMAP
WHICH ARE THE KEY BENEFITS?
SWOT ANALYSIS
ROADMAP
LET’S GET STARTED
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