Stanwich Advisors, LLC

By: Stanwich Advisors  05/12/2011
Keywords: marketing, Fundraising


Advisory Services
Stanwich Advisors provides an informed and objective perspective on the current fundraising environment, as well as the best way to position its clients’ stories in order to achieve an efficient, well-balanced fundraise.

Due Diligence
The pre-marketing process begins with an exhaustive due diligence process conducted by Stanwich Advisors. This process is designed to reflect the questions and concerns of the institutional investor community and to identify the strengths and weaknesses of the team and their investment strategy.

Materials Preparation
Stanwich Advisors and its client complete a comprehensive internal “diagnostic review” of the team and its strategy. This process is designed to distill the essence of what makes the team and strategy special. Upon completion of the diagnostic review, Stanwich assists in the preparation of the private placement memorandum, the road show presentation, the due diligence questionnaire, and all other related marketing materials. This process results in marketing documents and a presentation that are “institutionally wrapped” and uniquely suited for an efficient fundraise.

Marketing Plan
To make fundraising as efficient as possible, Stanwich Advisors approaches a focused list of potential limited partners, prioritizes them by their likelihood of investing, and outlines a schedule for approaching them.

Keywords: Fundraising, marketing