-Understand and be familiar with the companyís prior assignments, current engagements,
capabilities, and preferences for futures assignments.
-Assist with the preparation of qualitative and quantitative aspects of the Private Placement
Memorandum, investor presentations, due diligence binders, RFPs/RFIs, and other materials.
-Direct communications to institutional investors and their representatives to introduce and
explain our fund offerings.
-Developing, arranging, coordinating, and participating with fund managers in customized
investor road-show presentations.
-Follow-up communications and support of investor due diligence requests and inquiries.
-Providing ongoing updates to prospective investors through the various stages of each fund
offering and working with them to address questions, special requirements, and closing
-Coordination of efforts with the firmís principals as well as research and due diligence
-Participation in the marketing of our firmís placement services to the fund manager
community, including the initiation, cultivation, and maintenance of client relationships,
through a variety of industry channels.