How We Do

Deep Institutional Relationships

We maintain active dialogue with the full spectrum of institutional capital, customizing our approach to the idiosyncratic requirements of each investor type

Pension Funds & Insurance

€20M – €100M
Income Focus: Prioritizing current income to meet beneficiary payments Strict Allocation: Adherence to asset allocation targets and "denominator" effects Stability Focus: Rebalancing portfolios towards core assets
Core Value-Add

Funds of Funds (FoFs)

€5M – €30M
Emerging Manager Focus: Seeking new talents to justify
value-add and compensate double fees Gap Fillers: Selecting new Managers to fill portfolio voids or replace underperformers Yield Focus: Targeting higher-yielding total return strategies
Value-Add Opportunistic

Family Offices

€5M – €25M
Flexible Mandate: Balances capital preservation with aggressive return targets Risk Tolerance: Generally willing to take on higher risk to achieve higher yields Portfolio Growth: Expanding Manager relationships to grow maturing portfolios
Opportunistic Value-Add

Investment Consultants

€15M – €100M
The Gatekeepers: Serving as the primary filter for the majority
of institutional investors Managed Accounts: Increasing trend toward managing discretionary pools in competition with FoFs Co-Investment: Using Joint Ventures (JVs) to mitigate the
J-Curve and secure lower fees
Strategy Agnostic

Our Execution Process

A comprehensive, full-lifecycle approach allowing investment Managers
to raise funds efficiently and effectively

A comprehensive, full-lifecycle approach allowing investment Managers to raise funds efficiently and effectively

01

Pre-Marketing (Preparation & Structuring)

We provide institutional-grade support by conducting internal due diligence and advising on optimal fund structures and commercial terms. Our team streamlines the capital-raising process by managing dataroom architecture, reviewing marketing materials and identifying high-alignment investor profiles tailored to each specific strategy. Through bespoke marketing timetables and presentation coaching, we ensure Manager's narrative is delivered with the necessary impact to engage the most sophisticated professional investors.

02

Fundraising (Execution & Momentum)

Our firm serves as a strategic bridge between investment Managers and the institutional community, facilitating direct engagement through meticulous roadshow coordination and meeting management. By streamlining investor relations, we navigate follow-up inquiries and guide prospective partners through their due diligence process. We provide transparent progress reporting, regular marketing updates and feedback to the Manager. We communicate investor commitments and manage the final transition through the transaction closing process.

03

Post-Closing (Partnership & Advisory)

We ensure our clients maintain the visibility and reputational standing necessary to resonate with institutional partners over time, for long-term brand stewardship. Through continuous strategic positioning, we deliver the forward-looking advisory required to optimally prepare the Manager for future capital-raising cycles well in advance. By leveraging and expanding upon existing investor relationships and providing comprehensive Investor Relations support, we foster the institutional-grade connectivity and strategic momentum essential for securing long-term success in a competitive global market.