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Global Primary Fundraising

Capital raising solutions for alternative investments

A senior-level hands-on execution focusing on global institutional investors, including endowments, foundations, pension funds, consultants, funds-of-funds, financial institutions, sovereign wealth funds, institutional family offices and other asset managers. 

5Capital partners with only a few funds at any one time in order to provide uncompromising commitment to the fundraises.

A typical fundraising advisory assignment consists of the following 6 steps:

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01. Analysis 

 

  • Thorough due diligence of the fund through reviewing the investment strategy and track record and identifying the strengths and weaknesses of the team

  • Analyze the key terms and conditions pertaining to the offering

02. Guidance and Preparation

 

  • Advise on the unique positioning of the strategy and the management team

  • Assist in the preparation of core marketing materials such as the presentation, PPM, and DDQs

  • Detailed preparation for presentations and the development of strong pitching points for the GPs to focus on during investor meetings.

03. Fund Marketing Strategy

 

  • Develop a tactical fundraising campaign, keeping in mind both the short-term goals and long-term strategy

  • Close existing LPs and engage with potential anchor and cornerstone investors 

  • Develop a broader marketing plan for managing the fundraising process taking into consideration:

  • Market conditions

  • Competitive landscape

  • GP specific issues

04. Pre-Marketing

  • Agree with the GP on the timeline for the roadshows

  • Create a selective list of potential investors in each of the targeted geographies and segments

  • Contact investors to introduce investment strategy

  • Qualifying potential investors, schedule introductory meetings/calls for the purpose of presenting the team and their opportunity

05. Active Marketing

 

  • Improve the fund offering based on the feedback received during the pre-marketing meetings

  • Structure preferred terms for the first close investors

  • Organize targeted meetings for the broader group of potential LPs

  • Coordinate communication between the GP and prospective LPs and facilitate the initial due diligence process

  • Systematic reporting to GP on a bi-weekly/monthly basis

  • Reach first close

06. Follow-ups and Closing

 

  • Attend site visits alongside our relationships

  • Keep in contact with the investors, updating them with the latest developments in the fund

  • Assist in the due diligence, negotiations and  coordination of the process for the final close

  • Provide various post-closing services to the GP

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Top-Off Fundraises

 

5Capital is also able to partner with experienced GPs and other placement agents to help complete a successful fundraise.   

A top-off fundraising assignment could include:

  • Fundraising in a specific geography 

  • Targeting a specific class of institutional investors

  • Capital introductions to a limited number of LPs

ADDRESS

5 Capital Funds Placement, LLC 564 West Randolph Street, 2nd Floor Chicago, IL 60661 U.S.A.

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Tags:  limited partners,  private equity, venture capital. hedge funds, alternative assets, fundraising, placement agent, institutional investors, pension funds, endowments, foundations, family offices, emerging marlet private equity, european pe, asian private equity, india private equity, latam private equity, african pe, US pe, park hill, ubs, lazard, credit suisse, cambell lutyens, probitas, mvision, evercore, atlantic pacific, eaton, picton, monument, capstone, greenhill, real assets, buy outs, growth, real estate, natural resources, infrastructure, private debt, credit funds, emerging managers, secondary, UK, Germany, France, Italy, Spain, Canada, Australia, China.