Forum provides private equity fund managers with comprehensive fund advisory and placement services. We work most effectively with fund management teams well in advance of entering the market to streamline the marketing process and minimize the time general partner groups spend fundraising.

Forum works with general partner teams to identify the fund's needs and map out the fundraising process. We coordinate all aspects of the fundraising efforts providing advice and assistance:

Structuring and establishing new funds
Positioning and marketing differentiated strategies
Preparing for the fundraising due diligence process
Targeting the right institutional investors
Establishing best-in-class investor relations programs