Marketing Alternative Investments by Hemali Dassani

Author:Hemali Dassani
Language: eng
Format: epub
Publisher: McGraw Hill LLC
Published: 2023-06-15T00:00:00+00:00

CONCLUSION

Since there is no standard document in the industry, the fundraising process is more complex than necessary. Understanding what is expected by investors and organizing documents to make information clear and comprehensible will ensure a less burdensome task, especially when repeated numerous times during fundraising.

It is prudent to have an initial conversation with investors to figure out how they want you to support them with their documentation needs—and follow their advice. However, be cognizant of investors with limited experience investing in alternatives and provide proactive assistance without being intrusive. Fundraisers need to have discernment to differentiate and cater to individual investor needs.

Since the job of a fundraiser is to close the deal, they should ensure investors complete the necessary documentation to the satisfaction of your fund administrator, legal counsel, and their own teams.e

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