Start Marketing Your Hedge Fund To Investors and Raising Capital with these tips and tricks. Begin to create a sophisticated Investor Relations program today!
This presentation offers users a simple guide to learning the basic structure of hedge funds. Guiding users through hedge fund structures, covering topics such as:
• Hedge funds’ typical partnership structure
• Organizational structure at many hedge funds
• Due to their structure, only certain types of investors can invest with hedge funds
• The role of portfolio managers
• The typical role of general counsels, auditors, and administrators at hedge funds
• How prime brokers interact with hedge funds
• Executing brokers and their role in the hedge fund industry
• Fee structure at hedge funds
Learn more about the global hedge fund industry at: www.hedgefundfundamentals.com.
At the Notation annual LP meeting this past fall, we gave a short talk on how we think about pre-seed investing & risk, and why we think there's a particularly interesting risk versus reward tradeoff at this stage.
This presentation offers users a simple guide to learning the basic structure of hedge funds. Guiding users through hedge fund structures, covering topics such as:
• Hedge funds’ typical partnership structure
• Organizational structure at many hedge funds
• Due to their structure, only certain types of investors can invest with hedge funds
• The role of portfolio managers
• The typical role of general counsels, auditors, and administrators at hedge funds
• How prime brokers interact with hedge funds
• Executing brokers and their role in the hedge fund industry
• Fee structure at hedge funds
Learn more about the global hedge fund industry at: www.hedgefundfundamentals.com.
At the Notation annual LP meeting this past fall, we gave a short talk on how we think about pre-seed investing & risk, and why we think there's a particularly interesting risk versus reward tradeoff at this stage.
noorulhadi Lecturer at Govt College of Management Sciences, noorulhadi99@yahoo.com
i have prepared these slides and still using in mylectures, Reference: Portfolio management by S kevin and online sources
Silverwood Capital Fund I LLC formed to take advantage of a narrow niche in the mortgage note industry. The Company will seek to acquire, workout, and manage nonperforming real estate notes secured by residential 1-4 unit properties. While the primary emphasis will be focusing on nonperforming junior and Home Equity Line Of Credit (“HELOC”) notes, we will purchase select senior liens and REOs.
Using our network of banking and equity fund contacts, and advanced marketing techniques, the Fund will purchase mortgages and real estate at significant discounts to its underlying value. By focusing on distressed mortgages and properties, we know the potential for above average returns exist.
These securities are being offered under an exemption provided by SEC Regulation D Rule 506(c). Only accredited investors who meet the SEC Regulation D 501 “accredited investor” accreditation standards and who provide suitable verification of accredited status may invest into this Offering.
• Any historical performance data represents past performance. Past performance does not guarantee future results;
• Current performance may be different than the performance data presented;
• The Company is not required by law to follow any standard methodology when calculating and representing performance data;
• The performance of the Company may not be directly comparable to the performance of other private or registered funds or companies;
• The securities are being offered in reliance on an exemption from the registration requirements, and therefore are not required to comply with certain specific disclosure requirements;
• The Securities and Exchange Commission has not passed upon the merits of or approved the securities, the terms of the offering, or the accuracy of the materials.
If your company needs to submit a Investment Advisory PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2UCGDB8
Susa Ventures - Fund IV - VC Pitch Deck ExamplesPitch Decks
Susa Ventures is an early-stage venture capital firm investing primarily in seed rounds, founded in 2013. The firm seeks to invest in early-stage companies operating in the enterprise software, fintech, logistics, healthcare, consumer, and frontier tech sectors.
Susa's portfolio includes fast-growing companies like Andela and Robinhood — they participated across all five funding rounds of the freight logistics unicorn Flexport ($3.2 billion valuation).
VC Fundraising Deck Template: Carta x Kauffman FellowsNihar Neelakanti
Carta and Kauffman Fellows present a venture capital fundraising deck template highlighting the various components a GP should include as part of their fundraising story to attract limited partners.
What Is Private Equity?
Private equity refers to firms that put big chunks of cash from sources such as pension funds or endowments into buying not publicly traded and (often) faltering businesses or assets and selling them for a profit. Private equity invests in a wide variety of industries. It is an asset class consisting of equity securities and debt in operating companies that are on a stock exchange. A private equity investment will generally be made by a private equity firm, a venture capital firm or an angel investor.
Just over six years after the Dodd-Frank Act became effective, private equity firms impacted by the law could get some relief if a bill they’ve championed makes it through an upcoming vote in the House of Representatives. (September, 2016).
After the 2008 financial crisis, private equity took a hit from federal regulators. Beforehand, they faced little oversight. Afterward, they suddenly found themselves with a bunch of new regulatory exams and reporting obligations. While they can play some risky games PEs aren’t as regulated as your normal bank.
PE firms make money off of deals by taking 2 percent of the money it manages and a 20 percent (commission) of the profits above a certain baseline.
What Is Dodd-Frank?
Dodd-Frank was a Wall Street reform bill that was thought up after the 2008 financial crisis to try and avoid a repeat of that disaster. It was the first major change to federal financial regulations in the United States since reforms that came just after the Great Depression.
While it had plenty of critics, it has been championed by many who point out that it succeeded in at least some ways. The SEC reportedly has been taking action against private equity firms lately, including at least one crack down on an adviser who decided not to register as a broker (brokers with more than 15 clients need to register). That case was settled.
Opponents of the House bill point to those successes as reason to keep the rules how they are and not to loosen them.
What Does This New Bill Do?
OK, so it isn’t a repeal of Dodd-Frank, but it does loosen requirements for private equity firms when it comes to what information they have to provide to the SEC. That includes, most importantly, loosened rules for reporting what types of commodities the firms are buying and who is running the show as an adviser.
We are big advocates of transparency at Seedcamp and understand first hand just how tough the fundraising process can be. It's not just startups who go through this but funds too. In the spirit of openness, we're sharing the deck we used to go out to investors for Seedcamp Fund IV.
Read more about our plans to invest in 100 new European startups with our biggest and boldest fund yet over on our blog: http://seedcamp.com/seedcamp-fund-iv-announcement/
Can you measure the value of a company relying entirely on financial tools and models? Should you ignore the story and vision behind the numbers? We say that an interplay between the numbers and the story produces the most reliable valuation.
For more check out: https://www.equidam.com/defend-your-valuation/
Find out your company value in minutes on: https://www.equidam.com/
noorulhadi Lecturer at Govt College of Management Sciences, noorulhadi99@yahoo.com
i have prepared these slides and still using in mylectures, Reference: Portfolio management by S kevin and online sources
Silverwood Capital Fund I LLC formed to take advantage of a narrow niche in the mortgage note industry. The Company will seek to acquire, workout, and manage nonperforming real estate notes secured by residential 1-4 unit properties. While the primary emphasis will be focusing on nonperforming junior and Home Equity Line Of Credit (“HELOC”) notes, we will purchase select senior liens and REOs.
Using our network of banking and equity fund contacts, and advanced marketing techniques, the Fund will purchase mortgages and real estate at significant discounts to its underlying value. By focusing on distressed mortgages and properties, we know the potential for above average returns exist.
These securities are being offered under an exemption provided by SEC Regulation D Rule 506(c). Only accredited investors who meet the SEC Regulation D 501 “accredited investor” accreditation standards and who provide suitable verification of accredited status may invest into this Offering.
• Any historical performance data represents past performance. Past performance does not guarantee future results;
• Current performance may be different than the performance data presented;
• The Company is not required by law to follow any standard methodology when calculating and representing performance data;
• The performance of the Company may not be directly comparable to the performance of other private or registered funds or companies;
• The securities are being offered in reliance on an exemption from the registration requirements, and therefore are not required to comply with certain specific disclosure requirements;
• The Securities and Exchange Commission has not passed upon the merits of or approved the securities, the terms of the offering, or the accuracy of the materials.
If your company needs to submit a Investment Advisory PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2UCGDB8
Susa Ventures - Fund IV - VC Pitch Deck ExamplesPitch Decks
Susa Ventures is an early-stage venture capital firm investing primarily in seed rounds, founded in 2013. The firm seeks to invest in early-stage companies operating in the enterprise software, fintech, logistics, healthcare, consumer, and frontier tech sectors.
Susa's portfolio includes fast-growing companies like Andela and Robinhood — they participated across all five funding rounds of the freight logistics unicorn Flexport ($3.2 billion valuation).
VC Fundraising Deck Template: Carta x Kauffman FellowsNihar Neelakanti
Carta and Kauffman Fellows present a venture capital fundraising deck template highlighting the various components a GP should include as part of their fundraising story to attract limited partners.
What Is Private Equity?
Private equity refers to firms that put big chunks of cash from sources such as pension funds or endowments into buying not publicly traded and (often) faltering businesses or assets and selling them for a profit. Private equity invests in a wide variety of industries. It is an asset class consisting of equity securities and debt in operating companies that are on a stock exchange. A private equity investment will generally be made by a private equity firm, a venture capital firm or an angel investor.
Just over six years after the Dodd-Frank Act became effective, private equity firms impacted by the law could get some relief if a bill they’ve championed makes it through an upcoming vote in the House of Representatives. (September, 2016).
After the 2008 financial crisis, private equity took a hit from federal regulators. Beforehand, they faced little oversight. Afterward, they suddenly found themselves with a bunch of new regulatory exams and reporting obligations. While they can play some risky games PEs aren’t as regulated as your normal bank.
PE firms make money off of deals by taking 2 percent of the money it manages and a 20 percent (commission) of the profits above a certain baseline.
What Is Dodd-Frank?
Dodd-Frank was a Wall Street reform bill that was thought up after the 2008 financial crisis to try and avoid a repeat of that disaster. It was the first major change to federal financial regulations in the United States since reforms that came just after the Great Depression.
While it had plenty of critics, it has been championed by many who point out that it succeeded in at least some ways. The SEC reportedly has been taking action against private equity firms lately, including at least one crack down on an adviser who decided not to register as a broker (brokers with more than 15 clients need to register). That case was settled.
Opponents of the House bill point to those successes as reason to keep the rules how they are and not to loosen them.
What Does This New Bill Do?
OK, so it isn’t a repeal of Dodd-Frank, but it does loosen requirements for private equity firms when it comes to what information they have to provide to the SEC. That includes, most importantly, loosened rules for reporting what types of commodities the firms are buying and who is running the show as an adviser.
We are big advocates of transparency at Seedcamp and understand first hand just how tough the fundraising process can be. It's not just startups who go through this but funds too. In the spirit of openness, we're sharing the deck we used to go out to investors for Seedcamp Fund IV.
Read more about our plans to invest in 100 new European startups with our biggest and boldest fund yet over on our blog: http://seedcamp.com/seedcamp-fund-iv-announcement/
Can you measure the value of a company relying entirely on financial tools and models? Should you ignore the story and vision behind the numbers? We say that an interplay between the numbers and the story produces the most reliable valuation.
For more check out: https://www.equidam.com/defend-your-valuation/
Find out your company value in minutes on: https://www.equidam.com/
Example of Fund Raising Presentation to InvestorsJeremiah Josey
This is a real example of a presentation for fund raising for Pozilok - a company I founded in 2003. Over AUD1,000,000 was raised in Australia using such presenations - a difficult feat in an environment where investment for start-up companies is very thin indeed.
A reproduction of the official pitch deck template recommended by leading VC firm Sequoia Capital.
YOU MIGHT ALSO LIKE THESE PITCH DECK EXAMPLES & TEMPLATES:
> Airbnb pitch deck @ https://pitchdeckcoach.com/airbnb-pitch-deck
> Sequoia Capital pitch deck template @ https://pitchdeckcoach.com/sequoia-capital-pitch-deck
> FREE pitch deck template download @ https://pitchdeckcoach.com/free-pitch-deck-template
> Pitch deck guide with hints, tips, and a worked example @ https://pitchdeckcoach.com/pitch-deck-template
NEED HELP WITH YOUR PITCH DECK?
See how I can help then book a free call @ https://pitchdeckcoach.com/
MORE PITCH DECK RESOURCES @ https://pitchdeckcoach.com/pitch-deck-template#resources
Thinking about launching a hedge fund or looking to grow your fund's assets faster? Find out why some funds raise capital faster than others.
Note: Content is targeted to hedge funds, but the information is applicable to other types of asset managers.
Randy Kerns, CIC, ChFC • Voya Financial Advisors Inc.
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- Can it really be earnings season already?
- What oil's plunge and the strong Dollar may mean for 2015 by Jeanette Schwarz Young
- Active management as a practice differentiator (John McGonagle, CFP, CRPC, Asset Architects LLC)
Winning Investment: Business Angels Networks & Equity CrowdfundingSteven Lyons
Winning equity investment is often the best way for start-ups to finance rapid growth. This talk focuses on Business Angels Networks and Equity Crowdfunding Platforms making it ideal for those looking to raise between £50,000 and £750,000.
Learn what makes a raise successful, what some of the pitfalls to receiving investment are and if equity investment is right for you.
Aims
• Provide an overview of business angels and their networks.
• Explain the deal making process.
• Describe what makes a business opportunity suitable for investment.
• Provide an overview of the equity crowdfunding market.
• Give an insight into the different types of online investors.
• Describe the different crowdfunding models.
The talk is scheduled to last for approximately an hour with another hour being devoted to answering questions and networking.
Series A Fundraising Guide (Investing Individuals Improving Our World) by AccionAlejandro Cremades
Series A Fundraising Guide 👇
Inside, you'll find insights on:
1) Preparing for your fundraise with a strategic lens
2) Pitching to investors with conviction
3) Setting up for diligence with transparency
4) Negotiating terms that respect both parties
5) And post-closing considerations to keep the momentum
If you are looking for an angel investor for your startup, here are the 20 rules of angel investing that will help your startup stand out as a good candidate for an angel investor’s dollars.
Project on start ups. Meaning of Start up. Proceeding Mechanism, key points to be considered, essentials for a successful stat ups their valuations, Methods of Valuations, where does india stands, structure,successful start ups in India. New Start Ups in India. Private Equity, Venture Capitalist and Angel Investors. Problems faced by entrepreneurs while doing start ups. Problem solving. Future Prospects of new Indian Start ups including steps taken by Government of India. compensation given to private equity players.
Made by Saurabh, Kunal, Dipti, Ravis- Students of INTERNATIONAL COLLEGE OF FINANCIAL PLANNING MBA in Financial Analysis. Submitted to Jatin Khemani.
Stepping into a role which requires business finance knowledge? Here is a short guide offering advice, tools, and expertise that you will need to equip yourself with to be successful. Check out our Diploma in Business Finance for more.
Use These Five Step to Ensure the Future Success of Your BusinessMatthew Wirgau
Business is unpredictable, and the one thing we know for sure is that we will face changes and challenges.
To ensure success, you must rigorously measure the performance of your business.
We have identified five key strategic areas to help you determine if your business will be successful in the future.
They will help you get started on deriving your own solutions to the key challenges, hurdles, and problems you may face.
Over the next few pages we review five (5) key strategic elements on which all business owners–CEOs– Presidents should focus to be successful.
It is good to know the basics before making investments in Stock Markets. History has recorded scores of investors who have made fortune out of stock market. And if your investments are timed well, you could be the next fortune maker in the market.
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Managing A Hedge Fund: Marketing To Investors & Raising Capital
1. MANAGE A HEDGE FUND:
MARKETING TO INVESTORS &
RAISING CAPITAL
2. REALITY
Star%ng
a
hedge
fund
is
no
easy
feat.
It
is
extremely
compe%%ve
and
incredibly
pricey.
It
will
run
you
at
least
$85,000-‐$100,000
just
to
set
up
your
hedge
fund
–
not
to
include
hiring
any
internal
staff.
It
also
does
not
include
the
expenses
you
will
need
to
survive
during
the
capital
raising
phase.
Many
funds
take
years
to
raise
enough
capital
to
aFract
the
ins%tu%onal
dollars.
So
really
think
long
and
hard
about
both
your
start
up
costs
AND
your
annual
expenses.
Most
managers
forget
they
are
crea%ng
a
business
not
just
trading
a
strategy.
Remember:
Your
assets
are
NOT
your
revenue.
IDEA
2
3. WHY
LAUNCH
NOW?
A
ques%on
always
on
an
investor’s
mind
is
what
makes
your
strategy
different
and
how
does
your
background
directly
reflect
that.
Market
environment
plays
a
huge
role
into
how
investors
view
your
strategy,
but
more
importantly
they
want
to
know
that
it
is
a
sustainable
strategy
across
various
market
cycles
–
how
does
it
perform
across
both
the
high
and
the
low
periods?
Is
the
infrastructure
in
place
to
support
the
strategy
during
these
periods?
Market
Cycles
change
all
the
%me
so
in
marke%ng
your
fund
you
want
to
make
sure
to
illustrate
your
successes
not
just
during
the
high
periods,
but
the
low
ones
as
well.
3
4. WHAT
IS
YOUR
UVP?
USP?
ELEVATOR
PITCH?
Understanding
your
unique
value
proposi;on
(UVP),
unique
selling
proposi;on
(UVP)
and
elevator
pitch
are
vitally
important
to
gaining
interest
from
both
investors
and
the
investment
community
at
large.
Be
sure
to
understand
the
difference.
Unique
Value
Proposi%on:
A
statement
that
clearly
highlights
the
tangible
results
a
client
can
expect
from
you
in
using
your
product
or
services.
Unique
Selling
Proposi%on:
A
statement
that
illustrates
your
firm’s
difference
from
your
compe%tors.
Elevator
Pitch:
A
short
speech
providing
a
general
overview
of
your
business
and
your
market
value.
4
7. 5
TIPS
ON
MANAGING
INVESTORS’
EXPECTATIONS
It
is
no
secret
that
it
has
been
a
very
tough
capital
raising
environment
for
managers.
Investors
are
geZng
smarter
and
are
looking
holis%cally
at
a
fund
during
their
opera%onal
due
diligence.
Understanding
how
investors
assess
your
fund
will
help
you
beFer
understand
how
to
prepare
for
those
mee%ngs.
Did
you
check
all
the
boxes?
Tip
#1:
Set
investment
minimums
to
help
offset
the
operaQonal
cost
and
stress
of
providing
SMAs.
What
is
your
firm’s
level
of
transparency
to
investors?
Do
you
provide
Separately
Managed
Accounts
(SMA)
–
SMAs
are
great,
but
operaQonally
they
can
be
a
nightmare
for
a
small
fund.
Investors
want
to
monitor
your
fund
to
make
sure
that
your
investment
thesis
is
validated
by
investments
made.
You
can
provide
investors
with
a
high
level
of
transparency
without
the
need
of
se]ng
up
SMAs.
Tip
#2:
Standardize
how
you
deliver
investment
data
to
investors.
Don’t
change
the
benchmarks
provide
an
explanaQon
in
your
monthly
report
for
why
returns
weren’t
what
you
had
hoped.
Are
you
consistently
delivering
the
same
benchmarks
even
in
bad
months
or
are
you
manipula7ng
the
data
to
your
advantage?
Investors
want
to
see
trends
this
is
one
of
the
reasons
why
the
allocaQon
takes
as
long
as
it
does.
Investors
understand
that
bad
months
happen,
but
they
want
to
know
a)
how
bad
did
you
perform
against
your
compeQtors
during
the
down
month(s)
b)
if
and
how
have
you
re-‐adjusted
your
investment
allocaQon.
1
2 7
8. 5
TIPS
ON
DEALING
WITH
INVESTORS
ASSESSING
YOUR
FUND
(cont’d)
Tip
#3:
Ask
the
right
quesQons
when
interviewing
third
party
service
providers.
Make
sure
they
provide
business
value
outside
of
saQsfying
an
investor’s
ODD
checklist.
How
are
you
ve]ng
and
selecQng
third
party
service
providers?
Who
you
do
business
with
is
important
to
investors.
But
also
you
want
to
make
sure
you
are
choosing
service
providers
that
help
your
firm
grow.
Service
providers
are
only
so
good
as
the
service
they
provide
for
your
firm.
Tip
#4:
Actually
create
and
write
out
protocols
for
AML
and
Cyber
Security,
don’t
just
say
you
have
them.
Investors
may
request
a
copy
for
review.
What
are
the
policies
and
procedures
that
you
have
in
place
for
AnQ-‐Money
Laundering
and
what
types
of
Cyber
Security
protocols
do
you
have
in
place?
The
rise
of
cyber
hackers
are
of
major
concern
to
investors
and
if
your
infrastructure
isn’t
sophisQcated
enough
to
appropriately
handle
and
safeguard
their
investment
–
then
guess
what
you
probably
won’t
get
that
allocaQon.
Tip
#5:
Take
Qme
to
pracQce
explaining
your
investment
thesis
to
someone
who
isn’t
well
versed
in
hedge
funds.
Is
your
investment
thesis
well
thought
out?
Can
they
understand
the
raQonale
of
your
strategy
to
where
they
are
compelled
to
invest?
Just
because
you
understand
the
ins
and
outs
of
your
strategy
doesn’t
mean
everyone
will
even
sophisQcated
investors.
3
4
5 8
9. THE
CAPITAL
RAISING
PATH
Tip:
Leverage
your
Prime
Broker’s
Capital
IntroducQon
Team
to
assist
you
in
the
capital
raising
process
whether
it
is
simple
advice
or
real
investor
leads.
START
GOAL
Family
&
Friends
Small
Ins%tu%onal
Investors
Large
Ins%tu%onal
Investors
Seed
Investor
Start
targeQng
family
offices
and
wealth
managers
Finding
a
seeder
First
Round
of
Capital
Raising
(personal
money,
family,
friends,
HNWIs
and
in
some
occasions
Seeder)
Congrats!
You’ve
raised
enough
money
to
akract
large
insQtuQonal
dollars.
9
10. Okay,
LET’S
REVIEW!
Leverage
your
Prime
Broker’s
Capital
IntroducQon
Team
to
assist
you
in
the
capital
raising
process
whether
it
is
simple
advice
or
real
investor
leads.
Get
to
know
SMAs
before
doing
one.
Set
investment
minimums
to
help
offset
the
operaQonal
cost
and
stress
of
providing
SMAs.
Standardize
how
you
deliver
investment
data
to
investors.
Don’t
change
the
benchmarks
provide
an
explanaQon
in
your
monthly
report
for
why
returns
weren’t
what
you
had
hoped.
Ask
the
right
quesQons
when
interviewing
third
party
service
providers.
Make
sure
they
provide
business
value
outside
of
saQsfying
an
investor’s
ODD
checklist.
Actually
create
and
write
out
protocols
for
AML
and
Cyber
Security,
don’t
just
say
you
have
them.
Investors
may
request
a
copy
for
review.
Take
Qme
to
pracQce
explaining
your
investment
thesis
to
someone
who
isn’t
well
versed
in
hedge
funds.
Tip
#1:
Tip
#2:
Tip
#3:
Tip
#4:
Tip
#5:
Tip
#6:
10
11. Get
more
%ps
on
how
to
aFract
investors
to
your
fund.
Schedule
A
Free
Consulta%on
with
Crea%veCap
Advisors
and
make
your
fund
invaluable
to
any
investor.
Tyra
Jeffries,
Founder
&
Chief
Execu7ve
Officer
tyra.jeffries@creaQvecapadvisors.com
|
www.creaQvecapadvisors.com
The
premier
MarkeQng
&
IR
consultancy
for
emerging
managers
11