Fund Placement
Distinguishing a private equity fund in a crowded marketplace requires proper positioning. Forum works most effectively with fund management teams well in advance of entering the market to streamline the marketing process and minimize the time clients spend fundraising. We help fund managers refine their message and strategy to eliminate confusion in the market, identify the highest priority targets among our audience of institutional investors, set-up pre-marketing meetings with a large number of these groups, and then shepherd interested parties through the due diligence process to a closing. Following the completion of a fundraise, Forum stays involved with our clients to help develop institutional-quality investor relations programs and assist in off-cycle marketing to maximize efficiency for the next fundraise.