CAP INTRO AND INVESTOR RELATIONS
We work both for investment firms without an internal marketing staff, as well as in concert with existing marketing professionals.
- Our capital introduction methods include in-person meetings, zoom webinars, group events, and providing consistent communications via commentaries, factsheets and white papers.
- We conduct initial calls and meetings with prospective investors to establish whether the allocator has an appetite for the offering.
- We spend time educating the allocator on investment landscape and strategy, while answering preliminary questions and handling objections.
- Getting to ‘yes’ is the goal here, but the second-best answer is a quick ‘no.’ This enables us to address their concerns or move on if the strategy is not a fit.
- We treat your prospects like partners to give them an early sense of what a partnership experience will feel like.
“Our allocators will conduct their own high-intensity due diligence, often over multiple years, in order to gain the requisite knowledge of a fund firm’s people and process. These investors may take ample time to complete their manager selection process, but when they eventually award mandates, they plant their stakes in the ground for the long-term.” — DAVID YAZDAN, CO-FOUNDER, LYNDHURST