DETAILED OFFER - Asset Managers, Real Estate & Private Equity firms
Our objective
Increase your assets under management and raise capital in a context where you have to constantly develop, adapt and reinvent yourself
Our Solution
As expert in distribution and capital raising, we support you over the long term, in a holistic, flexible and transparent manner.
We distribute your investment solutions & funds to qualified investors by promoting the use of new sales models and tools in the penetration of the European market without being limited to it.
We also raise capital to accompany you in your growth regardless your level of maturity and needs.
Thus, we initiate and build, long-lasting relationships between you and our network of professional investors.
Our Approach
An integrated and global approach, in 2 phases, which covers the entire distribution cycle of the Asset Managers, Real Estate & Private Equity Firms:
Distribution Strategy:
Step 1 :
DEFINITION OF THE STRATEGY
Step 2 :
IMPLEMENTATION OF THE STRATEGY - 5 MISSIONS
Who are you?
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Your DNA?
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The perimeter ?
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Your vision ?
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Who are your clients ?
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What products do you sell ?
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In which countries do you sell ?
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What marketing and communication means do you use ?
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...
Who are you?
What products?
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Quantitative and qualitative analysis of the client's range of funds
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Identification and prioritization of missing investment solutions with regard to the market
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Research and implementation of new investment solutions
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Shortlist of high potential funds
What products ?
What markets?
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Analysis of potential markets: Growing/mature/declining, size, competitors, expectations, etc.
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Analysis of potential customers: Segmentation, size, potential, fit , etc.
What markets ?
Direct Distribution:
We market your offer directly to qualified investors. We present your brand, enhance your know-how and promote your funds. To carry out this mission, we notably carry out call campaigns, meetings, roadshows, and customer events.
We work with all types of professional clients: Institutional, Whole sales, IFA, Corporate Consultants, etc... We operate in all European countries: French-speaking area, German-speaking area, southern Europe and northern Europe.
Mission 1
Direct Distribution
Development of Partnerships:
We accompany you in signing subadvisory contracts, with or without exclusivity, allowing you to access new markets. Thus, you can market your expertise without having to have funds locally.
Cross-fertilization models are also possible to encourage cross-distribution between asset managers, real estate & private equity firms. The funds thus created are either in white label or nominative. This offers an innovative, fast and financially advantageous way to develop its range of funds.
Mission 2
Development of Partnerships
Response to Calls for Tenders:
We accompany you in the follow-up, analysis and response to calls for tenders at a European level. We provide you with all the calls for tenders corresponding to your expertise. We favour, well in advance, the participation to the last ones by promoting your strategies to consultants or clients carrying them out, which is particularly key for restricted tenders.
Thanks to our knowledge of the market and its needs, we assess with you your chances of success. As a specialist in the selection of asset managers, we are also able to support and improve the effectiveness of the responses provided.
Mission 3
Response for Calls to Tenders
Distribution Key Distributors
In a globalizing market, the decision-making of major distributors goes through selection committees at a European level. It has therefore become imperative to coordinate and structure the management of this decision-making process.
Thus, it is essential to convey, in a centralized manner, the interest in the expertise of our customers, of the various networks of these large distributors.
We therefore choose a contact person for each major group who centralises the exchange of information and coordinates the action of his team.
Mission 4
Distribution Key Distributors
References on Platforms:
Today, platforms are essential in distribution. It is therefore important that you are referenced on them, in order to be visible, to access certain markets and to benefit from essential services. Investors, for their part, request referencing on these platforms in order to study and select the investment solutions that meet their needs.
Thus, we accompany you in choosing the right platform, and then in your referencing. Indeed, it is important to know in detail each one of them, in order to choose the most appropriate, but above all to know if it is relevant to be referenced on it.
Mission 5
Referencing on Platforms
Capital Raising Strategy:
An integrated and global approach, in 2 phases, which covers the entire capital raising cycle
Step 1 :
DEFINITION OF THE STRATEGY
Step 2 :
IMPLEMENTATION OF THE RAISING CAPITAL STRATEGY
Who are you? What do you do?
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Your DNA?
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Your Business?
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Your vision?
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Your maturity? Your markets, your competitors, your clients, your products....
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Your organization, your management...
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Your financials ? Your capital structure?
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Your projections?
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...
Who are you?
What do you do?
What are your needs?
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What amounts?
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What are your reasons?
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Under what conditions?
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Modality of acquisition of shareholdings
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Time horizon, distribution of the investment
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Entry/Exit conditions
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...
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...
What are your needs?
Raising capital :
After defining the strategy and the necessary means, we assist you in the search for potential investors for your capital raising. Indeed, our vast and diversified network of qualified investors enables us to give you access to the investor which corresponds to your expectations, whatever your level of maturity and needs.
Raising Capital
Our Strengths
Advantageous time / cost / opportunity ratio
Advantageous Time/Cost/Opportunity ratio :
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Penetrating a new market costs at least 500K euros/year
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Structuring a team takes at least a year
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Managing a team is expensive and time consuming
Flexible and
transparent model
Flexible and transparent model :
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Plug & play model / Easily unplugable
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Easily adjustable market, market penetration and capital raising strategies
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Transparency throughout the relationship
