Why RIA Firms Are The Future of Financial Advising

For years the Registered Investment Advisor (RIA) firms has been growing in prominence. And now forces are converging to fundamentally transform financial advising in the RIA model’s favor. Investors are demanding more from the companies they work with. Traditional advisor models are holding firms back from evolving to attract a new generation of clients. Innovation […]

The Case for Emerging Managers Specializing in Real Estate

The case for Emerging managers specializing in real estate pose challenges but can offer benefits for investors looking for diversification and specialists skills. John Denes explains One strategy that institutional real estate investors are becoming increasingly interested in is investing with ‘emerging’ private real estate managers. These types of manager are typically focused on smaller […]

What Placement Agents Can Bring to a Capital Raise

Fundraising is not easy; it is one of the more exhausting, humbling and frustrating processes GPs encounter. In perusing industry periodicals, one might conclude that anyone can raise a private equity fund and it can be done easily. The reality is quite different. But, most Placement Agents can help you with the process. For the […]

Emerging Manager’s: “Must Do’s” For Your First Fund

The great news: there is an increasing number of talented, mission-driven emerging managers entering the venture space. These emerging managers possess the following: -The authentic desire to enrich the startup ecosystem by building lasting relationships, and effectively deploying capital to support founders and their teams. -Empathy, which enables them to resonate with founders and their […]

Status of Venture Capital Industry 2019

The year of 2018 saw a total of $254 billion invested globally into 18,000 Venture Capital startups via venture capital financing a 46% leap from 2017’s figures—with 52% ($131 billion) landing in the US alone is showing a strong Venture Capital Status in 2019. 2019 Venture Capital status figures are still coming to light, but […]

Direct Investments – The Pro’s and Con’s for LP Investors

Direct Investing for LPs: The Pros and Cons Institutional investors making a portfolio allocation to private equity or other alternative assets typically fill the allocation by evaluating fund managers and subscribing capital to selected funds, typically locked in for 10 years. Most LPs also seek preferential co-investment rights, which allow them to invest alongside the […]

How to Build Trust with Your Investor Presentation

To be an effective and persuasive presenter, you must build trust and credibility in the audience’s mind. The goal of presenting is likely to inform the audience of something or persuade it to act or not. To do this successfully, the speaker must be trust worthy, believable and likeable. Credibility is not a naturally occurring […]

How To Establish Trust Immediately and Get Investors

This article is to help you Establish “Trust” Immediately in your Pitch and get Investors to want to Invest! A riveting story structure and a visually arresting deck are both requisites of a great presentation or pitch. However, apart from the other presentation mistakes you might make, all your work developing your presentation might be […]

How to Persuade Investors to Invest in Your Funds

Have you ever met someone who could Persuade you to do anything? I have, and I’ve always craved this seemingly out-of-reach ability. There are countless books and college courses that all claim to hold the keys to persuasion. They’re valuable resources for learning how to persuade, but they tend to overcomplicate the matter and ignore […]

How To Create A Great Investor Pitch Deck

Raising capital from investors is difficult and time consuming. Therefore, it’s crucial that a VC or PE Firm absolutely nails its investor pitch deck and articulates a compelling and interesting story! VC or PE Startups frequently prepare a “pitch deck” to present their company to prospective angel or venture capital investors. The pitch deck typically […]