Item List

• Press releases & deal announcements
• Website content development
• Social media announcements
• Email marketing campaigns
• Strategic corporate communications

• Name your consulting project

• Competitor research
• LP prospect list development and outreach strategy
• Open mandate monitoring
• Technology advisory (to scale & automate fundraising)
• Pitch practice
• Due diligence preparation

• Investment strategy research, back-testing and refinement
• Sector & market analyses
• Competitive positioning analysis
• Vehicle fee and terms advisory
• Manager value-add positioning
• Track record positioning

• Investor report writing, editing and/or review
• Thought leadership writing – white papers, sector primers, blog posts
• Video, podcast & webinar content strategy and production support
• Investor conference agenda & topic planning
• Market research & writing

• Your “eyes and ears on the ground” for LP expectations and industry trends
• Tailored briefings of industry updates
• Phone consultations & industry trainings
• Customized market briefings
• Industry conference planning & budgeting

• Pitchbooks
• Private Placement Memorandums (PPMs)
• Fund tear sheets
• Request for Proposals (RFPs)
• Due Diligence Questionnaires (DDQs)
• Separate account investment strategies

• Marketing/IR team organizational structuring
• Recruiting support
• Leadership training and support
• Marketing automation vendor advisory
• Research provider advisory