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Growth-Focused Guidance

With extensive industry relationships and first-hand knowledge of developing and executing distribution strategies and building and managing high-performing teams, we understand the time, energy, and financial resources necessary to launch into and grow in the retail channel. We understand the time, energy, and resources it takes to enter this channel and will work to set realistic expectations and timelines so, should you decide to enter it, you do so with a clear understanding of what it will take. 

 

Leverage our first-hand experience to reduce the strain on your internal team and streamline the process. We have first-hand knowledge and a deep understanding of the components necessary to build a distribution team. From interviewing, hiring, and onboarding outside counsel, third-party due diligence firms, managing broker-dealers, transfer agents, industry-specific marketing resources, human resources, and more - we have built distribution from the ground up and know what it takes. 

strategy and implementation for raising capital

Launch

Formulating & Executing a Launch Strategy for Companies Not Yet in the Industry
 

For companies contemplating entering the industry, we will collaborate with you to create a strategy for entering the market. We will help you avoid common mistakes and position your brand and product offering for success. 
 

Our services in this stage are designed to identify an appropriate distribution strategy for your offering and the resources needed to bring you to market. Support services may include:

  • Product structure guidance with an understanding of the competitive landscape

  • PPM review or development

  • Budget planning

  • Due diligence strategy & reports

  • Capital markets team interviews and onboarding 

  • Marketing strategy and product messaging

  • Product messaging 

Calibrate

Fine-tuning Tuning Operations for Early Stage Sponsors

 

Our services in this stage are designed to refine your current capital markets and marketing strategy and uncover ways to make them more effective. Support services may include:

 

  • Evaluating your product structure against competitors

  • Reviewing and suggesting adjustments to your marketing and sales strategies

  • Discussions with your current team to understand their pain points and recommend solutions

  • Review investor relations and overall communication processes

  • Identify additional services or personnel that may be necessary to streamline and strengthen your business operations

National accounts support for securing relationships with broker-dealers and RIAs
Strategic growth raising capital as an alternative asset manager

Refine

Ongoing Support

 

When our initial engagement ends, our championing of your success does not! We can provide monthly, quarterly, or annual touchpoints to discuss opportunities and challenges to keep you on track.

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