Engagement

EMEA Funds Partners engages on a bases of differing client needs and understanding how we can remain as flexible as necessary to maximize client reach. The execution of a mandate typically takes up to four quarters and includes screening, meetings/roadshows, contract negotiation and closing.

Yearly placement process:

1st Quarter

2nd Quarter

3rd Quarter

4th Quarter

Phase1

Screening and the Meetings

We start screening to identify potential investor demand
Short list the client targets
Discovery calls to understand our clients needs and strategies
Build relationships between senior members of both firms
Put forward proposal and discussions around placement plan
Schedule meetings, over three roadshows, with 20-30 qualified investors from the target list
Report on calls after meeting to understand our target commitment and interests
Keep screening for new client targets

Phase 2

The follow up and the closing

Keep the info and the follow up flow going
2nd meeting arranged if needed
Keep screening for new targets
Leverage on the roadshows and calls made and re-approach our targets with info flows and calls
Reporting to our Partners and targets
Detailed proposal and discussions around placement plan
Push for commitments by clients
Help in negotiations in contracts and subscriptions forms.
Close