BUSINESS ADVISORY + CORPORATE STRATEGY
Our engagements are driven by data because we care about the how, the why and the what. We leverage actionable data to help senior leaders build more powerful and impactful companies. Our business intelligence unit utilizes data dashboards that pinpoint areas impeding growth, increasing costs and jeopardizing revenue generation. We train leaders on how to cut through the noise and decipher the core components that hinder their growth. A common area being pipeline optimization, we assess your potential pool of clients and further dig and quantify the how and the why in order to drive real and impactful results.
Our experts work with you across every stage of development for your business. We work with start-ups to multi-billion dollar enterprises. We take a 360º degree approach with each engagement to assess your firm and create bespoke solutions around a meticulously crafted corporate strategy. We focus on enhancing your market value and outlining a roadmap illustrating the steps to help your firm grow. We build programs that look through the lens of your target audience by leveraging actionable data and business intelligence to drive decision making. Our approach provides accountability and deep analysis into your firm’s value proposition. Our expertise in investor relations and creating a brand DNA are crucial components that go into creating an effective corporate strategy for an asset management business.
Highlight of Our Capabilities
StartUp Advisory Services
We work with new launches and emerging managers extensively advising them on how to get started with their fund management business. We tackle core issues around being a new manager and implementing cost-effective measures to begin the process of creating a compelling business for investment.
Business Model Development
The landscape for asset managers is immensely complex and very competitive. We formulate and collaborate with clients to create a competitive edge for their business and begin doing that through their business model and fund product(s).
Business Management, Best Practices + Institutionalizing Your Fund Product (BBI)
One of the most difficult parts of having a business is scaling and expanding it into the next level and potentially into new markets. BBI focuses on bringing your business to the next level by instituting various strategies that will donate to your success as a future institutional enterprise.
Mock Operational Due Diligence
We believe that every team member must be prepared for the due diligence step of the capital raising process. Many investors have unique requirements and therefore your fund must be prepared for it in order to close a deal and receive an allocation.
IR Training For Executives
Many portfolio managers utilize their IR team to interface with investors, however there is extraordinary value to having portfolio managers partake in the IR process. We help train professionals with portfolio management responsibilities on how to interact with investors on roadshows, quarterly and annual calls and several other investor-focused events.
Strategic Management + Long-Term Business Planning
Many businesses struggle with scaling and thinking beyond the present, especially when financial restrictions exist. We work with our clients instituting long-term business planning measures that guide them through day-to-day operations in addition to long-term plans and projections.
Our Past Engagements
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