World-class fundraising techniques for private equity, debt, real estate and infrastructure funds
What will it take to get to a first close; a final close? What can you do if you can’t get to any close? Private Market Fundraising will tell you.
This best-selling publication from Private Equity International is a comprehensive guide for fund managers looking to raise blind-pool, closed-end private equity, debt, real estate and infrastructure funds. Edited by Kevin K. Albert of Pantheon, it brings together some of the most successful fundraisers to provide you with strategies, insights and advice on all aspects of the fundraising process. Read what works, what doesn’t and how they do it.
This essential guide contains:
- LPs perception of the fundraising environment and their approach to portfolio construction
- Key ways to run an effective fundraising campaign, plus guidance on marketing and legal processes
- Tools to optimise your firm’s preparation with detailed timelines and plans
- Principles of responsible investment and diversity practices
- Guidance on nailing that all important face-to-face presentation; plus much more
Who’s it for?
This guide is essential reading for any professional who is in the midst of raising a fund, is planning to raise a fund or is working with a private market firm in a fundraising capacity
Private Market Fundraising is a collection of chapters written by some of the most successful fundraisers and leading LPs today, including:
- Bob Brown and Andy Lund of Advent International on the evolution of the market and what firms will need to do to thrive
- Susannah Carrier of Silver Lake on pre-marketing to new investors
- Jessica Hoffman Brennan of The Carlyle Group on using annual meetings, co-investments and secondary opportunities
- Tanya Carmichael of OTPP and Jennifer Morais of CPPIB, on behalf of ILPA, on best practices in existing client services
- Sonny Kalsi and Julie Wong of GreenOak Real Estate on raising a first-time fund
- Wen Tan of FLAG Squadron Asia on how Asian GPs should properly position themselves for a successful fundraise
- Ricardo Morales of HMC Capital Management on raising capital from Latin American investors
Section I: Getting ready
1. Roundtable: Is this the new normal for raising private market funds?
2. Evolution, not revolution
3. Getting your house in order
4. Using a placement agent
Section II: Active fundraising
5. The marketing process
6. The legal process
7. Working with investment advisors and consultants
Section III: In between fund marketing periods
8. Best practices in existing client services
9. Pre-marketing: Paving the way to new investor commitments
10. Inspired use of annual meetings, secondary and co-investment opportunities
Section IV: Other selected topics
11. Raising first-time funds
12. Fundraising for Asian GPs
13. Fundraising in Latin America
14. Common legal issues in raising capital from non-traditional sources
15. Can you raise money by doing good? Principles of responsible investment and diversity practices
Section V: Case studies
16. Deal-by-deal financing model
17. Fund restructuring
18. Partial fund restructuring
Section VI: Appendix
The problem with presentations
