A comprehensive marketing plan, executed with patience and persistence, is now essential to achieving scale within the asset management. In addition to meeting prospective investors and ensuring robust deal flow, emerging managers have a myriad of administrative tasks to which they must attend during the fund formation process. These matters include legal, fund administration, accounting and auditing, to name but a few. Additionally, serious consideration must be given to how the firm plans to grow its capital base over a relatively condensed period of time. Such planning must contemplate digital asset creation, company branding, industry conferences and databases, RFP responses, road shows, speaking engagements and opportunities to demonstrate thought leadership – each of which must be weighed in terms of its respective costs and benefits.

Panchee Advisory partners with select emerging GPs to handle these administrative burdens during the fund formation process and with the creation and implementation of strategic marketing campaigns during the Fund I capital raising process.