Services
GP Fund Readiness
Before LP introductions, we conduct a 50-point Fund Readiness Assessment covering strategy clarity, track record validation, LP presentation polish, fee structure benchmarking, and operational infrastructure. Managers who pass receive a Fund Readiness Report and targeted access to our LP network.
Targeted LP Distribution
We maintain active relationships with 50+ institutional allocators across the Southeast—including endowments and foundations, consultants, single- and multi-family offices, fund-of-funds, OCIOs, and pensions—representing $500B+ of combined allocatable capital. We target high-conviction partner fits and quarterback the process end-to-end.
Endowments & Foundations (E&Fs)
Single- and Multi-Family Offices (SFOs/MFOs)
Public pensions
Registered Investment Advisors (RIAs) with alternatives mandates
Our distribution strategy is tailored to each manager's profile, fund size, and LP fit.
End-to-End Execution
From first LP conversation to final close, we manage the full fundraise process
LP teaser and deck refinement
Meeting coordination and follow-up discipline
Data room management and diligence support
Compliance oversight (via North Capital, Member FINRA/SIPC)
Closing logistics and LP onboarding
