1.

Meet with investment professionals to identify, understand and be able to clearly articulate the manager’s expertise, investment strategy and competitive advantages

2.

Analyze current collateral material, and if appropriate help enhance or create a presentation book, website, investor letter and due diligence questionnaire

3.

Develop a tailored marketing plan and goals

4.

Contact target investors and screen for suitability with manager’s strategy and investment style

5.

Introduce portfolio manager to potential investors

6.

Provide feedback to portfolio manager

7.

Develop tailored follow-up plan for each prospect

8.

Create distribution list of prospects

9.

Provide monthly activity report showing prospects we have met including:
a. Name of prospect
b. Location
c. Type of investor
d. Estimation of probability of closing
e. Size of potential mandate
f. Next steps in the sales process

10.

Help create appropriate client service model