How We Work

We partner with investment managers to advise on the fundraising process.

  • Identifying appropriate investors
  • Interacting with decision makers at pension plans
  • Researching relevant events in the market
  • Positioning funds to be “investment ready”
  • Providing guidance throughout the marketing process
  • Developing and critiquing marketing materials
  • Assisting in the Request for Proposal (RFP) process
  • Hosting relevant events
  • Educating investors
  • Tracking pipeline of sales calls and meetings
  • Coordinating roadshows


We work collaboratively with other marketers at Silver Leaf Partners, our broker dealer.

Silver Leaf Partners is an SEC and FINRA registered broker dealer, one of the largest and leading third party marketing firms in the US with over 40 experienced registered representatives dedicated to capital raising activities.