It is crucial that all fund-raising engagements be guided by a well-defined, mutually agreed-to marketing strategy and disciplined process for execution.

We conduct extensive pre-marketing qualification among our limited partners to determine our clients’ fit as an investment solution relative to investors’ overall portfolio objectives.  During the fund-raising effort, we partner with our clients to determine methods and timelines for material coordination, meeting scheduling and travel, and investor status reporting that suit their needs and organization. 

Our goal is for this lengthy process to be as efficient, transparent and unobtrusive as possible.   

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