Ideal clients

Three profiles we work with

First and Second-Time Managers

Raising Fund I, II, or III

You've built a track record at a larger firm or through SPVs, now launching your own fund. You have the investment thesis and early LPs but need to scale outreach to institutional capital without giving up economics to a placement agent.

Track record from prior firm Early anchor LP secured 18–24 month raise timeline No placement agent budget

Spin-Out Teams

Building new LP relationships independently

You're leaving a larger platform to launch independently. Your investment experience is strong but your LP rolodex belongs to your former firm. You need to build institutional relationships from scratch while running a portfolio.

10+ years investment experience Departing established platform Limited personal LP network Time-constrained for outreach

Sector Specialists

Deep expertise seeking broader LP coverage

You have differentiated sector expertise in healthcare, deep tech, crypto, industrial, or consumer markets. Your thesis resonates with specialists, but you need exposure to the broader institutional LP universe that allocates to your category.

Differentiated sector thesis Strong operational network Limited institutional coverage Seeking family offices, endowments

Fit check

We're not the right fit if

You need someone to attend meetings on your fund's behalf. We generate interested prospects, then your team takes every conversation from there.
You want end-to-end fundraise management. We focus on pipeline and outreach. Placement agents offer a broader scope of services.
You need a registered broker-dealer. To comply with SEC regulations, we don't negotiate terms, handle funds, or provide investment advice.
You're not ready to commit bandwidth to LP conversations. When we generate interest, your team needs to respond quickly to ensure best results.

Does this sound like you?

Let's discuss whether we're a fit for your fundraise.

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