Phase 1: Manager Sourcing and Due Diligence

  • Overview of the private equity universe
  • Gauging Limited Partner appetite
  • General Partner screening and initial meetings
  • Identification of target investors
  • Advanced due diligence and selection
  • Negotiating and agreeing selling terms

Phase 2: Marketing

  • Marketing material enhancement
  • Fund positioning
  • Assembling list of suitable Limited Partners
  • Conducting conference calls with Limited Partners
  • Arranging multi-city road shows with relevant investors

Phase 3: Post Marketing and Closing

  • Following up with suitable prospective Limited Partners
  • Working through and addressing Limited Partner concerns
  • Supporting the investor due diligence process
  • Addressing demands and conditions of the Limited Partners
  • Building momentum towards the final closing of the fund