Global Primary Fundraising

Capital raising solutions for alternative investments

A senior-level hands-on execution focusing on global institutional investors, including endowments, foundations, pension funds, consultants, funds-of-funds, financial institutions, sovereign wealth funds, institutional family offices and other asset managers.

5Capital partners with only a few funds at any one time in order to provide uncompromising commitment to the fundraises.

A typical fundraising advisory assignment consists of the following 6 steps:

01. Analysis

Thorough due diligence of the fund through reviewing the investment strategy and track record and identifying the strengths and weaknesses of the team
Analyze the key terms and conditions pertaining to the offering

02. Guidance and Preparation

Advise on the unique positioning of the strategy and the management team
Assist in the preparation of core marketing materials such as the presentation, PPM, and DDQs
Detailed preparation for presentations and the development of strong pitching points for the GPs to focus on during investor meetings.

03. Fund Marketing Strategy

Develop a tactical fundraising campaign, keeping in mind both the short-term goals and long-term strategy
Close existing LPs and engage with potential anchor and cornerstone investors
Develop a broader marketing plan for managing the fundraising process taking into consideration:
Market conditions
Competitive landscape
GP specific issues

04. Pre-Marketing

Agree with the GP on the timeline for the roadshows
Create a selective list of potential investors in each of the targeted geographies and segments
Contact investors to introduce investment strategy
Qualifying potential investors, schedule introductory meetings/calls for the purpose of presenting the team and their opportunity

05. Active Marketing

Improve the fund offering based on the feedback received during the pre-marketing meetings
Structure preferred terms for the first close investors
Organize targeted meetings for the broader group of potential LPs
Coordinate communication between the GP and prospective LPs and facilitate the initial due diligence process
Systematic reporting to GP on a bi-weekly/monthly basis
Reach first close

06. Follow-ups and Closing

Attend site visits alongside our relationships
Keep in contact with the investors, updating them with the latest developments in the fund
Assist in the due diligence, negotiations and coordination of the process for the final close
Provide various post-closing services to the GP

Top-Off Fundraises

5Capital is also able to partner with experienced GPs and other placement agents to help complete a successful fundraise.

A top-off fundraising assignment could include:

Fundraising in a specific geography
Targeting a specific class of institutional investors
Capital introductions to a limited number of LPs