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PREPARATION OF MATERIALS

Securing the Pathway to Funding

Working side by side with the general partner, USCAP utilizes all information gathered in the due diligence, strategic planning, and premarketing phases to produce the offering memorandum and related marketing materials for the fund.

 

We have substantial experience in preparing succinct, compelling manager presentations for use in meetings with prospective investors. We work with the client to produce the presentation, in addition to providing valuable coaching to the management team in order to refine the marketing pitch in advance of investor meetings.

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USCAP also prepares a comprehensive due diligence package which is distributed to interested investors as a supplement to the offering memorandum. Our attention to detail and comprehensive, accurate disclosure of information needed by exacting investors has become a trademark of the firm and one of the reasons institutional investors and consultants appreciate being included in our distribution network.

Areas of Particular Attention in our Preparation of Materials before and during the Fundraise:

  • Draft Private Placement Memorandum

  • Assist counsel in development of the limited partnership agreement

  • Develop accurate, comprehensive, and effective marketing presentation

  • Critique team's presentation prior to commencing roadshow

  • Compile and produce necessary elements of a supplemental due diligence package, including: FAQs; cash flow detail to support the track record; qualitative and quantitative detail on historical transactions comprising track record; analysis and benchmarking of the manager's prior investment funds; firm background; resumes of professionals; references, etc.

  • Address all other investor questions, including coordination of responses to investor questionnaires and RFPs from consultants and gatekeepers

  • Throughout the process, prepare and distribute updates for investors on the fundraise and notices of important developments in the current fund's initial portfolio, if any, and significant events in the portfolios of the manager's prior funds

© 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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