Fundraising

austin-distel-jpHw8ndwJ_Q-unsplash.jpg

While some placement agents may take on upwards of 20 clients at a time, many competing with one another's strategy and definitely competing for airtime with sales professionals, WHR gives undivided client attention and focus to assure speed and execution getting commitments faster and with greater certainty. WHR recognizes time is precious and does not fill calendars with useless meetings, and as a result fundraises are efficient and meetings are impactful and necessary.

Experience

Have led successful fundraisings for issuers worldwide across a variety of strategies.

Fundraising

As a full service placement agent, WHR Capital will assist with a customized and highly coordinated approach to the fundraising process for each of it’s clients.

  • Develop and implement a targeted marketing strategy tailored to the unique needs of each GP with focus on suitable LPs

  • Advise in the preparation of marketing materials including flipbook, due diligence materials and PPM

  • Profile prospective investors with GP prior to meeting

  • Collaborate in the management of responses to DDQ requests

  • Manage all aspects of the roadshow including optimizing travel and meeting logistics to ensure an efficient and effective process

Areas of Expertise

Screen Shot 2020-05-16 at 8.14.41 PM.png