For Managers

The most successful capital raises are the result of diligent planning and execution. Many managers think outsized performance is the only requirement to gather assets when in fact, it is only one of the contributing factors to an allocation. Our service helps managers gain an understanding of other components that they need to have in place to secure an investment from an allocator. No fund is too new or too mature not to take a hard look at their asset-raising process and to make the needed changes in order to succeed. Our services include:

• Three, 45 minute 1x1 sessions with Dan and/or Paul where we will review the fund's marketing materials, investor pitch, and infrastructure to perfect the manager's pitch to investors
• An "office hours" session once per week where the Regiment Cap Intro team will handle questions from any subscriber who attends

Regiment Cap Intro offers an economical way for managers to get their information into the hands of potentially interested investors. The objective is to start a relationship with an investor that eventually leads to a meeting. The service includes:

• The Regiment Cap Intro investor outreach team placing around 500 phone calls per month to approximately 30 investors to ascertain strategies interesting to them and their investment criteria
• If an investor has interest in the manager's strategy, Regiment Cap Intro will forward the fund's materials to the investor
• The investor has the ability to reach out to the manager and request a meeting via the Regiment Cap Intro Manager Information Portal
• The manager receives a report indicating which investors have been polled, what their interests are, and whether the fund information has been forwarded  (Sample)