Cap Insights Partners

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Partnership

Flexible Approach

How we Partner with Fund Managers

Our flexible approach allows for customized partnerships that align with manager needs.

  • Advisory
  • Go-To-Market
  • Outsourced Sales and Investor Relations
Every situation is different – the unique needs of the manager will dictate the optimal partnership structure
Fundraising Success

Our Ideal Partners

  • Seasoned, passionate investors
  • Entrepreneurial mindset – business builders
  • Have a clear five-to-ten year vision, seeking capital for strategic investment rather than short-term trades
  • Demonstrate a unique niche or competitive edge setting them apart from the competition
  • Personable individuals whom we genuinely root for in their endeavors
  • Early-stage launches or talented yet undiscovered firms that we can support in their growth journey
We Target Specific Channels

Wealth Advisor/Multi Family Office

These groups gravitate towards under the radar managers with a focus on lower middle market assets. The MFO and Wealth Advisor channel fall into three categories.
  • Institutional approach with 3-6 investment professionals
  • 50-75 firms
  • Tend to maintain a smaller investment staff of 2-4 professionals
  • 75-100 firms
  • Less of a focus for initial outreach
  • Can access this market through consultants, conferences, and digital marketing

Consultants

Institutional consulting firms advise pensions, endowments/foundations, insurance companies and are also starting to build private wealth teams that are focused on Family Offices. Consulting firms vary in size and sophistication.

Our universe includes but is not limiting to the following: 

GLOBAL Consultants

  • Willis Towers Watson
  • AON Hewitt
  • Mercer
  • Albourne
  • Cambridge Associates

NATIONAL Consultants

  • Callan
  • Cliffwater
  • NEPC
  • RVK
  • Verus

REGIONAL Consultants

  • FEG
  • AndCo
  • LCG
  • Prime Buchholz
  • Canterbury
  • Gerber Taylor

Institutions

Our institutional relationships span a broad spectrum of investor types and sizes, and we understand how they behave and how to approach them. Increasingly, many institutions are looking to diversify their portfolio towards niche, bespoke and emerging managers.

Partnership

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 PARTNERING