Investment excellence is table-stakes…
…but is not sufficient.
Building and sustaining a world-class investment firm requires mastering fundraising and firm building, alongside outstanding investment results. You are a great marathoner, and now we are going to help you excel in this new triathlon.
What we look for:
Teams that are demonstrably masters of their trades
Strategies that will differentiate a firm in the marketplace
Firms ready for the institutional market, raising $100M or more.
We are open to teams across asset classes and strategies who are ready to stand out.
What We Offer:
Quiet, aligned support.
With nearly 25 years in the institutional market, we have been on the other side of billions of dollars of subscription docs, we have said “yes” to dozens of challenger firms at their earliest moments, and since 2017 have supported outstanding founders launch and scale firms.
Our counsel spans all elements of launching and managing a firm, nurturing a partnership, managing investors, and the capital raising process.
From the mundane to the existential, we are your first call.
We are very deliberately not a placement agent, but an outcome of our work is to make you unmistakably more effective at fundraising.