Funds

We provide fund advisory and capital raising services to prospective and existing impact investment fund managers. We are in a unique position to advise impact funds on their investment strategy, pipeline strength, marketing material and competitive landscape, as well as identifying and raising capital from suitable fund investors.

To find out more, please contact Harry Humphreys (harry.humphreys@clearlyso.com).

Fund Advisory Services


Feasibility study

Impact sector analysis

Fund structuring advice: legal and governance

Financial modelling

Investment pipeline analysis

Investment strategy/criteria development

Cost analysis and fee structuring

Generate marketing material: Information memorandum/prospectus, executive summary, data room due diligence documents etc.

Competitor analysis

Investor market scoping

Developing targeted sales campaigns

 

Capital Raising Services


Reviewing distribution documents

Developing targeted sales campaigns

Market scoping

Undertaking private placement role:

o   Capital raising

o   Promotion

o   Marketing

Facilitating due diligence process

Lead negotiations with investors

Work with legal advisory teams

Manage closing process