Selling a Private Equity/Venture Capital/Hedge Fund

You will learn how to market, sell, fundraise for, and negotiate provisions for an alternative asset fund (PE/VC/HF)

Created by: Vasco Patrício
Executive Coach, Past MIT Portugal IEI-Backed Founder

What Will I Learn?

• You'll learn about how institutional fundraising works (the overall process from marketing to closing
• You'll learn about how fund marketing is performed, including the usual materials and channels
• You'll learn about how a fund is actually sold, including specific components such as performance, processes and team credentials
• You'll learn about how custom information is provided, either requested by DDQs or provided in virtual data rooms to satisfy allocator requirements
• You'll learn about provisions negotiated at the allocation stage, from basic one such as mgmt/performance fee to complex, bespoke ones in side letters

Requirements

• You don't need to have any prior knowledge (naturally, finance knowledge helps, but is NOT required)

Target audience

• You're a current (or prospective) asset management professional, especially dealing with alternative assets
• You're a newly-minted (or aspiring) fund manager that wants to optimize their fund marketing and fundraising processes
• You're any other professional that wants to know more about how alternative asset funds are marketed and raised.