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 fund sponsors to identify the fund's needs and map out their fundraising process, coordinating all aspects and providing advice and assistance regarding:
Forum can provide advice on legal structure and fund representation, as well as accounting and administration support. We provide insight into current private equity market terms and conditions for fund managers and can help managers ensure that their funds reflect the current state of the market.
Distinguishing a private equity fund in a crowded marketplace requires proper positioning. Forum helps fund managers refine their message and strategy to eliminate confusion in the market. Whether by investment stage, sector, geography or other attribute, we help funds differentiate themselves from competitors.
Targeting the right institutional investor audience is critical to minimizing the amount of time managers are on the road fundraising, instead of spending valuable time with their portfolio companies. Prior to launching the fundraising process, Forum develops a prioritized list of target investors in order to make the process as efficient and effective as possible.
Prior to formal fund launch, Forum organizes a series of pre-marketing meetings with a subset of leading investors that may be potential early adopters of the fund and its investment strategy. These meetings allow investors to position our clients into their forward looking calendars, while investor feedback from the meetings provides valuable insight for the fundraising due diligence process and refinement of the due diligence materials prior to launch.
Forum works with GP groups to fully prepare for the fundraising due diligence process. We create marketing presentations and private placement memoranda that reflect the format and structure that the market expects, while simultaneously highlighting the distinguishing features of the fund. In advance of meetings with prospective limited partners, we prepare due diligence packages and data rooms that contain the most frequently requested information, which can be sent immediately as follow-up to a successful first meeting.
We take an active approach through the closing of the fund and beyond, often assisting with negotiation of terms with investors, fund administration activities and investor relations. We are prepared to work with general partners to develop institutional investor quality services, including providing advice on "best practices" for investor relations and conducting off-cycle marketing to ensure continued visibility and market presence.