These slides are from a recent webinar hosted by Navatar and featuring Performance Equity. Watch full webinar here: http://navatargroup.com/Four-Common-Fundraising-Myths-Holding-Back-Your-Capital-Raise.php Traditional fundraising strategies don’t work any more in today’s ultra-competitive environment. Watch this webinar with Alex Rogers, VP of Investor Relations at Performance Equity, to debunk the top fundraising myths and focus on the important tactics. Myth 1: “Getting the presentation perfect is key.” Making sure the graph on page 24 has just the right bullet points doesn’t matter as much as getting a connection with the right people. Myth 2: “You have to get in front of the Chief Investment Officer.” There’s a lot of wood to chop before that happens, if it even needs to. Myth 3: “A pitch equals a sale.” Long term asset classes need long term relationships, whether you have a fund in the market or not. Myth 4: “The process of managing relationships with investors is not important” Simply tracking conversations in Outlook or Excel is no longer enough.

1. Webinar: Four Common Fundraising Myths Holding Back
Your Capital Raise

2. Performance Equity Management (“PEM”) is a global private equity investor managed by a team of partners who
average nearly 20 years of private equity experience. With nearly $12 billion in assets under management as of
December 31, 2015, PEM has strong relationships with high quality general partners across venture capital and
private equity, and extensive experience across each asset class. PEM's investment programs include both
broad-focused separate account management and single-strategy commingled vehicles, reaching across the
private equity spectrum.
About Performance Equity
Management

3. Today’s Presenters
Alex Rogers
Alex is Vice President, Investor
Relations atPerformance Equity.
He has over adozenyears of
experience inprivate equity, asa
Limited Partner, aGeneral Partner,
andaConsultant.
Allan Siegert
Allan serves asVPSales for
Navatar. He isaveteran in
Financial Services saleswith
morethantwo decadesof
experience inSaaS, financial
marketdata,tradingroom
systems, CRM andfinancial
news.

4. Myth 1: The Presentation Deck Must be Perfect
• The Truth: The graph on page 24 is fine.
Leave it alone
• Focus on the important parts:
– Story
– Message
– Delivery
– Audience
• Know who you are talking to, and craft the message accordingly

5. Myth 2: You Must Talk to the CIO
• The Truth: Yes. Probably. Eventually.
• Internal team support is crucial.
– Bottom-Up pressure versus Top-Down
– Analysts, Consultants, Portfolio Managers
• Figure out the team structure and optimal entry point.

6. Myth 3: One Pitch, One Sale
• The Truth: You wish.
• Private Equity is a long term asset class.
– Rule of 29
– Relationships
– Constant interaction
• The best time to fundraise is when you’re not raising a fund.

7. Myth 4: I Can Manage the Raise on a Spreadsheet
• The Truth: You can, but you shouldn’t.
• Information management is critical
– Meeting notes
– Contact notes
– Request tracking
• You can’t afford a foot fault- don’t trip yourself.

8. Using Navatar to Track Fundraising

9. The Good News: It’s doable.
• 1: Know your message and your audience
• 2: Talk to the right people
• 3: Talk to them a lot
• 4: Keep track of it all

10. Questions?
To learn more about Navatar’s fundraising
solutions, please contactAllan Siegert.
Email: asiegert@navatargroup.com
Phone: 212-863-9655 ext. 7434
To learn more about Performance Equity
Management, please contactAlex Rogers.
Email: arogers@perform-equity.com
Phone: 203-742-2415

11. Thank You