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Our capitalization managers collaborate with our potential investors to understand the needs of both investors and the client's objectives / goals and match that with the institutional investor markets matched to the funding.

PRESENTATION: We tailor the presentation to articulate the investment process in a manner that investors identify with and understand.


DISTRIBUTION: A distribution plan is developed to lay out the critical path and a timeline for document preparation, document distribution, calling campaigns, meetings, due diligence coordination, and fund closings. Progress updates are provided to the client on a frequent basis.


FUND RAISING: With full-service assignments, our top-tier placement agents take responsibility for every aspect of the distribution process and are fully accountable to fund raising goals.

Due Diligence

Pre-Deal Prep


Strategic Planning

Preparation of Materials

Investor Relations

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