Consulting
Borne out of Experience
Our Approach to Consulting
Through hard-work, honesty and transparency, and building off our industry experience and relationships, we are trusted partners with niche, bespoke and “undiscovered” investment managers who are seeking fundraising advice and guidance.
We have:
- Sat in thousands of investor meetings
- Raised billions of dollars of capital
- Experienced both success and failure
We understand:
- How investors allocate capital
- The process of raising capital
- The balance of persistence and patience
- What it IS and what it ISN'T
Over $1 Billion Raised
500+ Introductory Meetings With Allocators A Year
>1,500 Institutional Allocators In Our Network
Founded in 2022, owned by its founders.
What it IS
- A curated approach tailored to the specific manager and investment strategy
- A systematic process that starts with understanding the manager, mapping the market and persistently building dialogue with allocators
- A close working relationship with the manager established through trust, communication and expectation setting
- A focus on quality ‘at bats’ for the manager, minimizing the time in market
- A process that takes time – institutional allocators typically take 6-18 months to allocate. We are patient and persistent.
What it ISN’T
- Expecting that your closest allocator ‘friends’ will be the sole source of a capital raise
- A blind process without collaboration and providing managers consistent feedback from the marketplace.
- “Scorching the earth” with marketing decks hoping someone takes interest
- Something you give up on if you don’t have immediate success
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
Capital Formation
Talent Pool
- The alternative investment space has a finite number of seasoned fundraising professionals.
- The majority of these professionals gravitate towards the stability and comfort offered by larger, established asset management firms.
- Increased competition for experienced fundraisers has led to escalating compensation demands.
- Consequently, emerging managers face challenges in recruiting full-time personnel or teams.
- Moreover, many prominent placement agencies prioritize partnerships with emerging managers only after they have successfully raised their initial, and often subsequent, funds.
- This gap presents an opportunity for CapInsights Partners to support startup or spinout firms.
Fundraising
Let’s work together
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.
Contact Us ABOUT FUNDRAISING