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Evaluate Your Fund

Step 1

If the GP’s are not Persuasive and Trustworthy to the Investors the Placement Agents do not get paid the Success Fees!

Put Together a Target Market of Investors

Step 2

REO Capital utilizes LP Investors such as RIA firms, Fund of Funds, Single Family Offices, Multi Family Investment Offices, Private Investment firms, Private Banks, Foundations, Endowments, Corporate Pensions, Insurance companies, and Investment Consultants. Over 10000+ LP’s Qualified Investors!

Evolution of the Capital Raise

When the client comes to us with their understanding of the Capital Raise, We analyze the scenario and make recommendations going forward. We understand the needs of the "Emerging Managers" better than most Placement Agents.

Evaluation of the Fund

We evaluate the merits of the Fund before we take on the Capital Raise.

Develop the Raise

Develop the Deck and the Email Pitch.

Start the Roadshow

Put together a customized approach for each Capital Raise.

Review the Approach

Review and Redesign the Pitch for the Capital Raise if necessary.

The Method of Strategy Selection

REO Capital looks for Unique Funds with Unique Strategies. We know what our LP Investors like and dislike.

Exploratory Research

Once our GP clients retain us we launch our research process.

Descriptive Methods

The methodology to start the capital raise depends on the Industry.

Target Audience

Once the initial analysis is carried out, we quickly identify the target audience.

Sampling Strategy

We embark on finding patterns for Investor relationships.

Advanced Sales Techniques

Placement Agents have revolutionized the Capital Raising Industry. We use a CRM that is specifically designed for Capital Raising.

  • Typical timeframe for fundraising is 24 months for a $100mm fund or more
  • Pitch CIO’s at Family Office Conferences Globally
  • Attend Multiple Single Family Office Conferences Globally
  • Pitch CIO’s at RIA Conferences
  • Conduct Meetings with Investors for GP’s
  • Attend Investor Meetings alongside our GP clients