Fundraising Process

BerchWood Partners views fundraising as an ongoing effort. To achieve near-term goals and position clients for long-term investor relationships, we play an active role during all points in the fundraising cycle.

Pre-Marketing

• Conduct in-depth due diligence
• Advise on structure and terms
• Assist in preparation of offering and sales presentation materials
• Identify and qualify investors
• Identify and produce elements of investor due diligence package
• Develop marketing timetable and strategy for prospective investors
• Help improve and hone presentation made to investors

Fundraising / Closing

• Distribute Private Placement Memorandum
• Facilitate interaction between manager and investors
• Schedule meetings, coordinate road shows and attend manager presentations
• Provide follow-up information to investors and guide them through due diligence
• Provide regular marketing updates to manager
• Deliver investor commitments and close each transaction

Post-Closing

• Maintain the visibility of the client and enhance brand recognition and reputation
• Provide ongoing advisory services to best position the manager for the next fundraise
• Build on the client’s relationships with investors and provide LP-related services