Private Fund Capital Raising & Investor Introduction Services
Private Fund Capital Raising & Investor Introduction Services
Managers hire us for one reason. They want disciplined access to serious allocators without burning months on scattered outreach. We package the story, open doors to qualified investors, and keep a clean investor relations rhythm so prospects move from curiosity to diligence to signed subscriptions. We work on a monthly retainer and charge a success fee of 1 percent on proceeds raised. No gimmicks. No spray and pray. A clear process with clear accountability.
What we deliver
Positioning & packaging
We review your deck, factsheet, website, and data room. Then we sharpen the message and build a concise narrative that answers why you, why now, and why this fund.
Allocator introductions
We run a curated outreach program to qualified buyers in your target band. Each introduction has context and a reason to meet. No mass blasts.
IR cadence
Monthly notes, quarterly letters, scheduled update calls, and a pipeline tracker. You know who is engaged, where they sit in the funnel, and what stands between you and a subscription.
Pricing model
| Component | What it covers | Commercials |
|---|---|---|
| Monthly retainer | Packaging, outreach planning, prospecting, meeting coordination, and IR content support | Fixed monthly fee. Quoted after scoping. Engagement runs on a calendar with defined outputs |
| Success fee | Payable on capital received by the fund | 1 percent of proceeds raised, invoiced at each close |
| Optional add ons | Brand refresh, microsite updates, deck redesign, KPI dashboard build | Statement of work with fixed pricing |
Who we serve
Private credit & special situations
Direct lending, asset backed facilities, NAV finance, and niche credit. Clear underwriting stories and measurable protections move fastest.
Real assets & real estate
Core plus, value add, development, infrastructure. Asset quality and operator track record matter more than adjectives.
Alternatives & thematic strategies
Digital asset income notes, niche secondaries, special purpose vehicles for repeatable trades. If the risk controls are credible, we can position it.
Optics that earn meetings
| Signal | What to show | Why investors care |
|---|---|---|
| Administrator | Name, scope, and a short description on the site and in the deck | Independent records and controls |
| Auditor | Firm and timing of reviews or full audit | Comfort that numbers are checked |
| Trustee or custodian | Mandate and segregation of assets | Safekeeping and cash movement discipline |
| Investor portal | Secure documents, statements, and distributions | Reduces friction and back and forth |
| Team pedigree | Short, specific bios with concrete outcomes | Investors buy the operator before the model |
| Reporting rhythm | Calendar for letters, calls, and fact sheets | Predictability builds trust |
How our program runs
We review your materials, return drivers, risk controls, and past communications. The goal is to identify gaps that stop buyers from saying yes.
We tighten the deck, factsheet, and website copy. We propose an FAQ that preempts common objections and set the cadence for monthly and quarterly updates.
We build a list of family offices, funds of funds, multi manager platforms, allocator groups, and qualified individuals that match your size and strategy.
We send context rich outreach and schedule calls. Every touch has a reason. Every meeting is logged with outcomes and next steps.
We coordinate data room access, answer process questions, and prepare reference calls. We keep momentum by agreeing on a timeline with each prospect.
We work with your administrator to move subscriptions to signature and funding. Success fee invoices are raised on each close based on proceeds received.
Pipeline transparency
| Stage | Definition | Owner | Typical actions |
|---|---|---|---|
| New lead | Qualified contact with clear strategy fit | Financely | Intro email with deck and call invite |
| First call | Exploratory meeting scheduled or completed | Financely + Manager | Follow up with fact sheet and data room link |
| Active diligence | Documents reviewed and questions in progress | Manager | Q&A log, reference list, sample reporting pack |
| Soft circle | Verbal amount with timing and conditions | Manager | Confirm subscription process and deadlines |
| Closed | Subscription signed and funds received | Administrator | Welcome note, portal access, next reporting date |
Illustrative outcomes
Private credit manager
Refined the deck, added a plain English risk page, and set a monthly note. Three family offices committed across two quarters after structured follow ups.
Real estate sponsor
Shifted focus from asset photos to cash flow drivers and covenants. A multi manager platform added the strategy to its model list. Subscriptions came from their advisor network.
Specialist alternatives
Built a short FAQ that addressed counterparty risk, audit scope, and custody. Objections fell away and calls moved faster to data room access.
Operating KPIs we track
35–50%
First call to second call conversion within target segment
14–30 days
Median time from soft circle to signed subscription
2 per quarter
LP references ready before diligence starts
Content that moves allocators
- Monthly insight note with one chart that explains your edge in plain terms
- Quarterly letter with drivers of return, risks, and actions taken
- Short update call each quarter with slides and a replay link
- FAQ that removes friction in the first week of diligence
Why managers pick us
Serious intros only
We pass on gimmicks and unqualified lists. Time is the scarce asset. We protect it.
Operator mindset
We think like managers and speak the way allocators expect. The focus stays on returns, risk, and process, not buzzwords.
Clear reporting
Weekly pipeline updates. Simple boards. No mystery about where the raise stands.
Private fund investor introductions
If you search for private fund investor introductions, you will find noise and recycled lists. Our work is different. We build a targeted plan, we do the outreach ourselves, and we prepare you for the calls so each meeting counts.
Capital raising services for fund managers
Capital raising services work when the message is tight and the process is predictable. We package the materials, we manage the calendar, and we run introductions with a clear next step after every touch.
Fund placement support without the fluff
If you want vanity PR and cold blasts, this is not for you. If you want direct conversations with buyers who match your fund, we can help.
Request a Proposal
Ready to present to serious allocators with a focused plan and measurable progress. Tell us about your fund, target AUM, and timing. We will scope the engagement and start the calendar.
Request a ProposalFrequently asked questions
| Question | Answer |
|---|---|
| Do you guarantee a raise | No. We operate on best efforts. We commit to a clear plan, qualified outreach, and consistent reporting. Your strategy, team, and track record drive outcomes. |
| What is the retainer | A fixed monthly fee that covers packaging, outreach, meeting coordination, and IR cadence. We quote after a short scoping call so the fee matches the work. |
| How is the success fee calculated | We charge 1 percent of proceeds received by the fund from investors we introduce. Fees are invoiced at each close. |
| What investor types do you approach | Family offices, professional investors, allocator groups, and platforms that support qualified buyers. Targets are matched to your strategy and size. |
| Can you help with materials | Yes. We refine the deck and factsheet, set a reporting calendar, and build a concise FAQ that cuts common objections. |
| How long does a typical program run | Most managers see a meaningful pipeline within one to two quarters. Funds with clear signals and clean materials move faster. |
| Do you take exclusivity | Case by case. If exclusivity is requested, it is limited by geography or channel and tied to a minimum term. |
| Do you work with emerging managers | Yes, provided the story, risk controls, and service providers are ready for investor scrutiny. |
Financely is an advisory and placement firm. We introduce qualified investors and manage investor relations workflows. We do not provide legal, tax, or investment advice and we do not guarantee any level of capital raised. All mandates are subject to due diligence, capacity, and executed engagement terms.
Get Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
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