Investor ready private fund due diligence, SEC audit, diagnostic review, best practices recommendations across the spectrum of strategies. private fund offering structures and trading adviser enterprises
Essential to closing the process on a successful asset gathering campaign for a new, emerging or established manager is a bespoke and effective fund due diligence communication process and RFP. We provide expertise to both investor and the fund manager in analyzing and executing on a successful allocation.
Investor Ready Due Diligence report. We provide gap analysis, recommendations, and execution of solutions across the private fund manager enterprise
Augment safety of assets, reduce fixed costs, curb reputational or regulatory risk.
Better managed firms create better returns and attract the sticky investors seeking better risk managed firms and returns.
Co-sourced collaborative expertise:
For investors, third party, fund due diligence and business development matters;
For fund or fund of funds, sub-adviser or private fund due diligence;
For fund managers or marketing firms, best practices or benchmark diagnostic review and recommendations to improve marketing edge;
For fund managers or marketing firms, co-sourced c-level support across area of need or stress to augment framework and attract the sophisticated assets;
Support and recommendations for an investor market standard or AIMA Request For Proposal ready report; and
For fund managers, advisory support in connection with the seed investment process across the enterprise.
Each team member has more than two decades of combined in-house and outside private fund manager experience advising on an executive level across cutting edge securities law firms, emerging hedge funds or complex global institutional alternative asset management firms.1
Boutique and bespoke deep industry expertise and solutions from partners not junior associates no matter the scope so without the cost of big law firm infrastructure to pass on to client
We share knowledge and experience from numerous engagements, relationships and resources not otherwise available to a single client organization.
Our deep “real world” skill set enables us to respond with nimble and viable “think out of the box” solutions for either private fund manager organizations or investors across high net worth, family offices, fund of funds and the spectrum of complex institutional investors.
Legal & Business Enterprise Expertise Across Hedge Funds, Private Equity Funds & Investment Advisers