Capabilities

Navigating Capital Markets With Clarity, Strategy, and Results

Capital Advisory

Our capital advisor experts work relentlessly to foster institutional-quality relationships between investors and investment managers. We provide a full array of capital services, marketing advice and strategic guidance to make the time-consuming, data-intensive processes of fundraising more streamlined. From emerging investment managers to established multi-fund firms, we have the tried-and-true methodologies and depth of experience to match you with the best investors for your funds.

What We Do

Our Capital Advisory Services

General Partners

Limited Partners

General Partners

Fund Positioning and Market Preparation
Pre-Marketing
Fundraising
Investment Manager Due Diligence Data Collection
Investor Qualification and Closing
Deal Pipeline Management
Investment Manager Succession Planning

Fund Positioning and Market Preparation

Regulatory changes, cyclical capital-raising and increased competition have put greater focus on proper positioning of your fund in the marketplace. Early preparation for market will ensure that your fund documentation, marketing message and fundraising efforts are aligned with marketplace demand. SteelBridge resources have done extensive industry research and helped funds align their offering with gathered market intelligence. Our team will help you optimize your message to set yourself apart and access the right investors.

Pre-Marketing

Before you start the marathon of fundraising, marketing plans and materials, fund documents and your fund’s story all need to be finalized. Collectively our team can identify the best pre-marketing approach for your fund, and then generate material that allows you to set yourself apart in an increasingly competitive environment.

SteelBridge experts work relentlessly to ensure all aspects of your fund and your staff members are prepared to best position you in the marketplace and achieve your fund goals. Let us help you with:

Go-to-market strategies – Connect with the right investors by combining our network with yours including access to proprietary investor search databases
Compelling story – Tell your story by articulating what about you makes your fund different in the marketplace
Cross-platform marketing delivery – Balance inbound versus outbound marketing, and create the highest quality stable of print, online and media materials
Quality material production – Craft industry-leading marketing materials that resonate with your target audience and support your brand using our on-staff, private capital industry seasoned creative copywriter
Consistent messaging – Create a consistent and clear message that investors can easily understand by taking advantage of our presentation training and ensure messaging consistency between your fund documentation and your fund presentations
Operational efficiency – Ensure you are operationally efficient by keeping your CRM database and data room current to easily build on relationships during your fundraising efforts

Fundraising

Fundraising can be the hardest part of running your firm. Whether you have managed money for years or recently branched out on your own, our Capital Advisory resources understand the challenges that lie ahead with raising a new fund.

Our approach to fundraising is different than most other capital raisers; we listen to your story and objectives and then craft a plan that works for you. We customize your plan based on our proven proprietary fundraising principles and build it in a way that best communicates your unique story to investors. Our approach helps you optimize your fundraising efforts as an investment manager by focusing on critical meetings and activities. We also give you experience-based forecasts on fundraising time periods, budget and travel needs. From investor prospecting through a signed LPA, we work with you every step of the way towards a successful fund close.

Proprietary Fundraising Principles

fundraising

Investor Prospecting

Using our experience, our proprietary database, industry databases and software, industry events and conferences, we identify solid prospects that best fit your fund.

Decision-Making

We identify the investment decision-makers; often it may be some combination of the board of trustees, the CIO and investment staff and third-party investment consultants.

Relationship Building

We get to know all of the people involved and further identify the role performed by each, and then we focus on building a strong relationship with the decision-makers.

Pitching

We tailor each pitch to focus on the investor’s appetite for investing in your fund. We initiate conference calls or in-person meetings between LP/Consultant and the fund management team.

Matchmaking

We set up formal onsite meetings with LPs interested in making a commitment. We facilitate onsite investor visits to fully vet your investment process and fund operations.

Commitment Driving and Qualification

We drive the process forward with LPs who have formally communicated interest in making a commitment. SteelBridge will help navigate the process of obtaining the ‘yes’ vote from the board, CIO and consultant.

By employing a unique hands-on approach to prepare you for your capital raise, we recognize that raising capital is all about relationships. Our team of proven fundraisers has relationships with some of the world’s most respected and largest private and public investors, and we talk to those investors on a regular basis. We maintain our relationships through our own proprietary database and use that technology to connect you with investors that ‘best fit’ your fund.

SteelBridge provides white-glove service in the matchmaking process by carefully selecting the most suitable investors from our large network of investment managers with whom we maintain close relationships.

The material herein does not constitute an offer to sell or a solicitation of an offer to buy any financial instrument or securities described and should not be relied upon as an investment recommendation or advice. The content herein is not intended to provide legal, accounting, or tax advice. Use of any information contained herein is at the user’s own risk, and the user is encouraged to discuss the information contained herein with any legal, accounting, tax, or other professional deemed necessary to understand the risks and uncertainties inherent in investing.

Investment Manager Due Diligence Data Collection

Our team of fundraising and due diligence experts has developed a thorough and proven process for responding to an investor’s request for information. SteelBridge has spent thousands of hours with our clients meeting the needs of potential investors and we can help you respond to your investors in the most efficient and comprehensive manner possible. We use a combination of preparation and technology to ensure you have properly collected and organized information and are ready to respond to any type of investor request. Below are the qualitative and quantitative metrics we help you prepare for:

Qualitative Assessment	Quantitative Assessment
Fund and Investment Management Team Demographics Strategy Differentiation & Portfolio Strategy Background Checks Business Continuity Organization Operation Capabilities Technical Infrastructure Fund Documents & Legal Structures Financial Statements Past Press Coverage & References	Historical Performance Benchmark Performance Asset Exposure Geographic Breakdown Liquidity Counterparty Risk Market Factor Change Impact Financing Investor Breakdown Management Fee Comparison

Investor Qualification and Closing

SteelBridge can help you manage the investor qualification and closing process by using our full investor qualification program. We help you pull back the curtain of a potential investor, and get to know them by performing research from the ground up. Knowing your investor is also a requirement specified by many regulatory agencies, and we have worked with some of the world’s largest investment managers on their own “Know Your Investor” rules. Our process ensures that every investor touch point is completed right, the first time. From organizing meetings and contact information to completing the subscription process and gaining final signatures, we work to ensure you have the best opportunity to get the commitment and have a successful fund raise.

Deal Pipeline Management

Identifying high quality deal flow is the core to generating interest among investors who are presented with hundreds of opportunities each year. SteelBridge can help you identify and sift through opportunities that present the greatest likelihood for success. We have worked with investment managers to put process and technology in place to improve deal pipeline management. Better manage your potential deals by implementing a robust tracking and reporting process.

Investment Manager Succession Planning

SteelBridge can help investment managers craft a long-term plan on who will be taking over ownership and management of the firm. Let SteelBridge provide an independent view to help owners understand the importance of the succession planning process for the fund management company’s long-term viability and growth.

Limited Partners

RFP Process Management and Data Collection
Investment Manager Selection
Strategy Evaluation and Market Analysis

RFP Process Management and Data Collection

Producing and distributing an RFP is a labor-intensive and time-consuming task, but collecting responses and distilling meaningful data is equally as difficult. Finding a manager that aligns with your values, investment philosophy and performance needs requires proper execution of your RFP process. We understand that selecting the right manager is critical to your longevity and success. SteelBridge puts strict standards in place to closely manage the RFP process and criteria. We help by:

Identifying the RFP team and assigning responsibilities
Drafting and finalizing the RFP
Selecting investment managers who will receive a RFP
Distributing and receiving the RFP
Investment manager selection matrix
Interview and final decision-making support

Investment Manager Selection

At SteelBridge we help standardize the Investment Manager Selection process to make it as simple as possible. We identify your key criteria across topics such as the investment manager’s background, key people, investment philosophy and process, fees and performance, as well as any red flags. We rank managers’ responses accordingly in a simple, easy-to-use investment manager selection matrix that enables you to see what managers are up to par. Stay focused on making the right investment decision with assistance from SteelBridge.

Strategy Evaluation and Market Analysis

Gather the right information to evaluate and develop investment strategies for current market conditions. By monitoring investor movements and trends, SteelBridge gives you the advantage to avoid the herd mentality. Draw on SteelBridge’s exclusive focus in private capital and extensive market knowledge to better define your market analysis and strategy evaluation. We consistently interface with investment managers, investors and media sources to understand what’s trending for different strategies, sectors, geographies, vintage years, secondary transactions and co-investment opportunities. The strategic information our experts gather for you can help you make the right investment decision.

Let's Talk

SteelBridge provides white-glove service of a boutique firm but has global reach. We spend the majority of our time with our clients, but we also spend time in our own offices.

Pittsburgh - Investment Headquarters
2818 Smallman Street
Pittsburgh, PA 15222

Miami - Engineering Headquarters
7990 SW 117th Avenue
Suite 125
Miami, FL 33183