Execution

In today’s increasingly competitive fundraising environment, private equity firms must appropriately position themselves in the market. Stanwich Advisors’ professionals have extensive experience in structuring private placement memoranda and preparing presentations in order to properly distinguish its clients from the competition. Stanwich Advisors and its clients work together throughout the fundraising process in order to achieve an efficient, well-balanced fundraise.

The Fundraising Process

Pre-Offering

• Conduct due diligence on the firm and offering
  
  
• Identify strengths and weaknesses
  
  
• Provide advice on the structuring of terms and conditions of the fund
  
  
• Assist in preparation of PPM, presentation, due diligence book, and all other marketing materials
  
  
• Complete internal “diagnostic review”
  
  
• Provide coaching on presentation skills
  
  
• Prioritize investors based on market importance and interest in the offering
  
  
• Develop a global distribution plan
  
  
  

Road Show

• Provide detailed background information on potential investors
  
  
• Contact investors and schedule meetings
  
  
• Manage and coordinate road show logistics
  
  
• Follow up with potential investors on a timely basis
  
  
• Provide continuous feedback to clients on investors’ level of interest and potential issues
  
  
• Coordinate dialogue between investors and clients
  
  
• Manage and coordinate due diligence requests and processes
  
  
  

Closing

• Provide advice in connection with preparing the partnership agreement
  
  
• Assist in the negotiation of partnership documents
  
  
• Manage and provide advice on issues related to allocation
  
  
• Coordinate closing and assist in post-closing activities
  
  
• Help maintain strong relations throughout the investment period of the fund in order to facilitate future offerings