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STRATEGIC PLANNING

Laying the Pathway to Success

The success of the fundraise depends on much more than distributing PPMs and making phone calls to set up meetings.

 

The most successful fundraises are built on careful planning in the early stages of the process. USCAP emphasizes careful planning not only of the timing and steps in each stage of the fundraise, but also of the underlying structure and terms of the offering based on both market-driven and Client-specific factors.

 

USCAP has extensive knowledge of the prevailing terms and conditions used in many types of non-liquid alternative asset funds, including: buyout, venture capital, mezzanine, distressed debt, special situations, fund-of-funds, and real estate offerings. We draw upon numerous resources from our databases, research library, and industry relationships to stay abreast of the latest developments and trends in fund terms, which is critical in an alternative asset market where the balance of power between the Client and Investors frequently varies based on both current market conditions and the profile of the fund offering itself.

Areas of Particular Attention in our Strategic Planning Process:

  • Assist Client and counsel with fund formation and structuring including, as needed, domestic and offshore parallel vehicles, 3(c)(1) and 3(c)(7) vehicles, UBTI blocking strategies, feeder funds, etc.

  • Advise Client and counsel on appropriate terms and conditions given current market conditions and the Client's potential level of influence for new and existing financing negotiations

  • Develop a customized fundraising strategy based on Client’s market differentiation and positioning

  • Advise Client on optimal timing of fund / PPM launch and each step in the process

  • Assess optimal process and timing for marketing to existing funds for re-ups

  • Identify most appropriate segments of institutional investor market to be targeted

  • Develop marketing timetable and strategy for prospective investors, consultants, and gatekeepers

  • When needed, introduce Client to well-qualified service providers specializing in fund formation and advisory services to alternative asset fund managers, including: attorneys, accountants, fund administration services, and recruiting firms

© 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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