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DISTRIBUTION

Getting the Transaction to Market

Institutional investors have no shortage of potential fund managers with whom to deploy their alternative asset allocations. In a market in which investors are inundated with fund offerings, the professionalism of the placement agent, and its relationships and credibility with important investors, is a critical component to a smooth, successful fundraise.

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USCAP staffs each placement assignment with its senior professionals, ensuring that the client receives experienced, thorough execution throughout the process and that all discussions between the agent and potential investors deliver a consistent, accurate, and positive image of the fund manager. The same USCAP professionals who lead the due diligence process also prepare the PPM, management presentation, and due diligence materials; solicit investor interest; plan and attend all roadshow meetings; follow up with prospective investors; and coordinate all responses to due diligence requests. This senior attention to each assignment provides seamless execution, more knowledgeable calls to limited partners, and a smoother process.

Areas of particular attention in our distribution process:

  • Identify, qualify, and prioritize institutional investors, consultants, and gatekeepers to be contacted

  • Distribute marketing literature, including the offering memorandum and cover letters introducing the fund opportunity, to prospective investors and their advisors

  • Follow up with multiple calls to each potential investor until interest in roadshow meetings is determined

  • Schedule one-on-one meetings and conference calls

  • Plan and coordinate efficient investor roadshows across the U.S. and overseas

  • Prior to each meeting, brief the fund manager on the investor's profile, allocations, investment criteria, experience, and knowledge of the asset class

  • Attend all planning meetings and take detailed notes as to particular issues raised or follow-up information required

  • Identify specific issues arising during roadshow meetings, modify fund manager presentations accordingly, and deliver requested follow-up information as needed

  • Follow-up calls and meetings to ascertain each investor's interest in proceeding with further due diligence

  • Deliver complete investor due diligence package to investor as appropriate

  • Coordinate all investor questions and requests, including responses to custom due diligence questionnaires and RFPs, as needed, for certain investors and consultants

  • Coordinate on-site visits at fund manager's office

  • Explain and discuss fund terms or conditions that may present potential issues for certain investors as needed

  • Coordinate any resulting partnership amendments or side letters

  • Solidify investor interest and coordinate execution of documents and fund closings

© 2024 a Division of the IFC

by US Capital Group

an AmeriCorp Group company

1-(888) 97-USCAP

 

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Legal Disclosure

 

This website is not an offer to sell or the solicitation of an offer to purchase securities. All information available within this website is general in nature, not directed to any particular person, and is for informational purposes only. This website excludes material information, including, but not limited to, risk factors to be considered by prospective investors. The information contained herein reflects the opinions and projections of US Capital Group, Inc. [USCG] as of the date of this website, which are subject to change without notice at any time. There is no obligation to update, modify, or amend the information herein or otherwise notify a recipient of these materials in the event that any information contained herein, or any opinion, projection, forecast, or estimate, changes or subsequently becomes inaccurate. The information provided herein is believed to be reliable and has been obtained from sources USCG believes are reliable, but no representation or warranty is made, express or implied, with respect to the fairness, correctness, accuracy, reasonableness, or completeness of the information and opinions. Neither USCG nor any of its affiliates, representatives, or executives represents that the information contained in this website is accurate, current, or complete. USCG does not represent that any opinion or projection will be realized. For the avoidance of doubt, no investment advice is being provided through this website by USCG or any of its affiliates (including USx Capital, Inc.), representatives, or executives. Each recipient of this website should make such investigation as it deems necessary to arrive at an independent evaluation of the contents hereof and should consult its own legal, financial, and accounting advisors to determine the merits and risks of such an investment.

 

* Target Returns

 

All target ROIs shown in this site are hypothetical in nature, do not reflect actual results, and are not a guarantee of future results. Target returns are based on assumptions that may not prove to be accurate. There are several limitations inherent in target returns like those portrayed in this website. Additionally, a specific investor’s actual performance may differ materially from such illustrative data depending on numerous factors. No representations or warranties whatsoever are made by USCG, its affiliates, subsidiaries, or any other person or entity regarding the future profitability of an investment vehicle or the results of making an investment. Projected or past performance is not a guarantee of future results. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements and may be worse due to various factors, including, without limitation, changes in laws, fluctuations in real estate markets, the tourism and hospitality industries & the oil and gas sector and increases in costs, and adverse conditions in the credit and capital markets. Moreover, actual events are difficult to project and often depend on factors beyond the control of USCG, its subsidiaries, and affiliates.

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