Onboarding Investors

It all begins with understanding you and your investment mandates. Understanding the key non-negotiables that you and your group are looking for. Defining an asset class, a certain performance standard, perhaps its a certain level of experience or AUM. For Private Equity investments perhaps its a certain Revenue or EBITDA that makes it worth looking at. Or a certain industry that fits the portfolio. Manufacturing, SaaS, Tech, Medical, Agriculture, Energy or Infrastructure. Whatever it is we can can make some introductions.

Account Manager Meetings.

We’ll look through our current opportunities and identify any potential fits. We’ll engage the appropriate account manager to gain a better understanding of prospective fits and make sure all the documentation is in order so that you can see a fuller picture.

Presenting.

Once we’ve established a potential fit, we’ll send you the appropriate deck and all other pertinent information that you requested. We’ll answer any questions and set up a conference call with the respective deal owner and start the lines of communication. We’ll be there every step of the way to ensure things move as seamlessly as possible and facilitate the flow of necessary documentation and communication.