Services - Capital Introduction Firm and Capital Raising Firm

We have over 50 years of combined experience with our Services at REO Capital as Placement Agents.

We know that the Growth demands new roads and new thinking simultaneously.

Our Services

Proper Introductions

with Single Family Offices and Multi Family Offices along with RIA firms and other Institutions.

Capital Raising Services

REO Capital has structured our services for the General Partners of Real Estate Funds, Hedge Funds, Private Equity Funds, and Venture Capital Funds to assist them in their Capital Raising needs.

Assistance With Your Pitch

We request a written Pitch from the GP’s and then we work with you to modify the Pitch to achieve Trust & Persuasion along with Likeability with our LP’s.

Assistance With Your Pitchbook

REO Capital can help you get your “Pitchbook” in order before you start your Roadshow. If you don’t have a Pitchbook we can refer you to a firm that are experts at constructing a fantastic Deck!

Capital Raises

REO Capital has worked on a dozen different Funds each with unique strategies.

Assistance With Legal

REO Capital can refer you to a Nation Wide Law Firm that are experts at Fund structures, and constructing your PPM.

WHAT WE'RE DOING

we are working on Various Funds.

Venture Capital Funds

We work on Seed, Early Stage, up to Rounds A,B,C.

Private Equity Funds

We work on Technology, Healthcare, and Real Estate.

Hedge Funds

We work on Long Short funds and Global Macro Funds.

Long Only Funds

REO Capital is one of the few Placement Agents that works on Long Only Funds.

Customized Services

We look at our Rolodex of LP’s to customize a strategy around each capital raise.

Professional Placement Agents

We are professional placement agents working for General Partners of various funds.

Licensed Broker Dealer

REO Capital & Its employee’s are licensed with a Broker Dealer regulated by FINRA.

Customized Plans

We look at our rolodex of LP’s to customize a strategy around each capital raise.

HNW Investors

REO Capital is one of the few Placement Agents that works with High Net Worth Investors and RIA Firms.

Value in our Services

– We start by monitoring the VIX Index
– Early Stage Strategic Advice
– Review of Terms within the Deck
– Assist with Document Preparation
– Preliminary Target Market Analysis

– Assist in preparation of marketing materials
– Identify, qualify, and prioritize Investors
– Call on LP’s to gauge interest in the fund
– Develop a marketing strategy for each client
– Developing a Persuasive Pitch for Investors

– Capital raising is done on a Best Efforts basis.
– Our Capital Raises are not performance based.
– Secure meetings and coordinate roadshow
– Follow up with Investors
– Assist with Due Diligence

GET TO KNOW OUR SERVICES IN DETAIL !