Capinsights Partners is The bridge to Capital Formation
for Emerging and Niche Asset Managers


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CAPINSINGHTS PARTNERS IS THE BRIDGE TO CAPITAL FORMATION FOR EMERGING AND NICHE ASSET MANAGERS
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NEXT GENERATION ASSET MANAGEMENT SOLUTIONS
Our Process

Listen to
the Manager

Develop go-to-market strategy

Map the
market

Establish an
early pipeline

Summarize
the feedback

Pitch to a fixed number of LPs

Reset the target list and pitch if necessary

Build pipeline through quality ‘at bats’

Strategically
close
SUCCESS
Your Trusted Partner
Our Primary Goal
Through hard-work, honesty and transparency, and building off our industry experience and relationships, we aim to be trusted partners with niche, bespoke and “undiscovered” investment managers who are seeking fundraising advice and guidance.
Contact Us ABOUT FUNDRAISING
Your Trusted Partner
Our Primary Goal
Through hard-work, honesty and transparency, and building off our industry experience and relationships, we aim to be trusted partners with niche, bespoke and “undiscovered” investment managers who are seeking fundraising advice and guidance.
Industry Trends
Asset Manager Trends
- The asset management industry is evolving and maturing, particularly in alternative investments.
- Equity transfer is challenging and does not always proceed smoothly.
- Dominance by large asset gatherers poses challenges for mid-size firms striving to compete effectively.
- Smaller firms and funds often outperform larger counterparts.
- Seasoned investment professionals are leaving established firms to start their own.
Investor Trends
- Large institutions are forming strategic partnerships with large asset managers and considering how to enhance these relationships.
- Ultra High Net Worth, RIA, and Family Office channels are rapidly increasing their exposure to alternative investments.
- Consultants and other gatekeepers are consolidating as investors demand more from them.
- Many institutions and family offices are looking to seed emerging managers.
Relationships
Our Network
The breadth of CapInsights Partners experience across multiple investor channels allows us to assist fund managers through multiple phases of capital formation.
CapInsights Partners have established deep relationships across all channels.
MFOs/RIAs
Institutions
Consultants
Private Banks
Family Offices