Fund Placement Support to a Global Alternative Investment Fund
Ruby was engaged by a global Alternative Investment Fund to support its fund placement activities as it was trying to close its 2nd round of funding. We created a flexible team with strong experts to assist the core fund team in successfully closing the funding round
Client Challenges
- Global Alternative Investment Fund – engaging in placement activities for its 2nd fund
- Preparing strong investor grade multiple marketing materials
- Creating targeting strategies and roadshow schedules
- Fairly new team with limited placement experience
Our Solution
- A flexible and supportive engagement plan was created with combined team of marketing and financial experts
- Professionally designed marketing materials with strong inputs on content to improve fund positioning
- Draft CRM of potential target investors with detailed database of past investments, investment preference, target scoring, etc created
- Ad-hoc support for investor specific requirements including case studies, deeper dive on 1st Fund portfolio companies, etc
Impact
- Immediately improved coverage and reach of the core fund team
- High quality marketing material acting as booster for fund placement team
- Quicker turnaround improved “time-to-close” by 3-5x
