We conduct thorough due diligence prior to launching a mandate. The diligence review is designed to benefit the fund manager, identifying potential opportunities and challenges up-front for an effective launch. The diligence is also beneficial to prospective investors, who can access Fortress Group's work as part of their fund review.
Successful fundraises are built on careful planning in the early stages of the process. We work with our clients to develop a plan for the timing and steps of the fundraise, as well as the underlying structure and terms of the offering.
Early feedback, even before the PPM is complete and full marketing has begun, is critical to a successful fundraise. Preliminary conversations with a small group of investors can provide informative input to ensure the fund is clearly positioned and differentiated.
We have the experience and resources to prepare the materials required for a successful fundraise, acting as an extension of our clients’ staff. For clients that need less support in content development, we can focus on only those gaps in your materials.
Strong relationships and credibility with investors are critical elements for a successful fundraise. We staff each assignment with senior professionals, ensuring that all discussions with potential investors are knowledgeable, consistent, and value-added for the investor.
In addition to providing comprehensive placement services, Fortress Group offers solutions for smaller projects. We can design a customized assignment to augment our clients’ existing resources or other fundraising efforts.