Fund placement support to a global buyout fund

Ruby was engaged by a global buyout fund to support its fund placement activities as it was trying to close its 2nd round of funding. We created a flexible team with strong experts to assist the core fund team in successfully closing the funding round

Client Challenges

• Creating a strong narrative around unique positioning of the fund and preparing the fund presentation in sync with the narrative
• Support to senior team on LP identification, targeting strategies and roadshow co-ordination

Our Solution

• A team of financial & marketing experts was put together to create strong positioning documents
• Developed a CRM for potential investors, detailing past investments, preferences, and target scoring
• Provided tailored support for specific investor needs, including portfolio specific case studies

Impact

• Improved management bandwidth and quicker turnaround of marketing materials, resulting in increased coverage