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PRE-DEAL PREP

The Pre-Marketing Process

In a competitive market with many investment managers seeking a portion of each investor's annual alternative asset allocation, having an organized premarketing process in place at the start of each project is crucial.

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Many large institutions, particularly public pensions with lengthy and clearly defined investment approval processes, begin developing their list of funds to pursue for each year's commitment allocation at the beginning of the year, or even at the end of the prior year. Since marketing calls and roadshow meetings typically stretch over multiple months, it is important to contact certain key investors and consultants early in the fundraise to secure a spot on their list of funds to pursue.

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Additionally, certain investors and consultants with particular experience and interest in the offering's investment strategy can provide valuable early feedback regarding fund terms and positioning of the fund relative to other managers they may be considering. As appropriate, USCAP will schedule premarketing meetings with certain investors even before the PPM has been completed to solicit such feedback. Many investors with whom we work closely appreciate such a 'first look' to ensure they are fully aware of the merits of the fund offering, can reserve a potential slot in their annual allocation, and have an opportunity to influence particular terms of the offering.

Areas of Particular Attention in our Pre-Marketing Process:

  • Prepare summary 'teaser' to notify investors of fund timing and key offering details

  • Identify select group of target investors ideally suited for the fund based on investment strategies of interest and current portfolio allocations

  • Distribute teaser to first wave of investors, consultants, and gatekeepers

  • Initiate dialog with selected target investors and determine early interest

  • Schedule selective premarketing meetings to collect early investor feedback

  • Collect feedback to gauge market interest and identify any potential issues in structure, terms, or timing

  • Prepare and coach management team for investor roadshow presentations and identify probable Investor questions

© 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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