Mandate Criteria – Index Corporate Advisors

MANDATE CRITERIAThoughtful, Simple & Tailored
Process That Add Value

We have developed a thoughtful, simple, and tailored process that adds significant and unparalleled value to our clients at every stage of fundraising.

At Index Corporate Advisors, our step-by-step process ensures a comprehensive and systematic approach to fundraising. By diligently navigating each phase, we aim to optimize results, reduce risks, and maximize the potential for successful capital raising on behalf of our clients.

We have developed a thoughtful, simple, and tailored process that adds significant and unparalleled value to our clients at every stage of fundraising. Our carefully planned execution aims to mitigate risks associated with fundraising while optimizing momentum for all mandates. Here is an expanded overview of our step-by-step process:

Client Satisfaction

Investor Satisfaction

Investor & Client Match Making

Investment Success

The Process

Phase 1

Fund Review and Investor Base Identification

In this initial phase, we conduct a comprehensive review of the fund, understanding its unique value proposition and investment strategy. We work closely with our clients to identify the target investor base that aligns with the fund’s objectives. This strategic analysis ensures that we approach the right investors who are most likely to have a genuine interest in the fund.

Phase 2

Due Diligence

Once the target investor base is identified, we proceed with rigorous due diligence. Our experienced team thoroughly examines all aspects of the fund, including its historical performance, investment track record, team expertise, and operational capabilities. This step helps build trust with potential investors by providing them with transparent and reliable information about the fund’s strengths.

Phase 3

Contract/Engagement Letter

Upon successful due diligence, we move forward with the necessary legal and administrative processes. We prepare and finalize the contract or engagement letter, outlining the terms and conditions of our partnership with the fund. This step ensures clarity and establishes a solid foundation for a collaborative and mutually beneficial relationship.

Phase 4

Materials Preparation

We recognize the importance of compelling marketing materials in effectively communicating the fund’s investment story. In this phase, we work closely with the fund managers to prepare and refine key marketing materials, including pitch decks, offering memorandums, and other documentation. Our goal is to present a comprehensive and compelling narrative that resonates with potential investors.

Phase 5

Pre-Marketing/ Formal Launch

Prior to the formal launch, we initiate pre-marketing activities to generate initial interest and engage relevant Limited Partners (LPs). We strategically reach out to our network and conduct targeted communication to create awareness about the fund and generate early investor commitments. This phase sets the stage for a successful formal launch.

Phase 6

Roadshow/LP Meetings

The roadshow is a critical component of our process, allowing us to connect the fund managers with potential investors. We organize and coordinate a series of face-to-face meetings or virtual presentations, giving the fund managers an opportunity to articulate their investment strategy, showcase their expertise, and address any questions or concerns raised by investors. These meetings provide a platform for building relationships and generating investor confidence.

Phase 7

Follow-up and Regular Feedback

After the roadshow, we maintain ongoing communication with investors, providing regular feedback and updates. We ensure timely responses to investor inquiries and requests, fostering a strong and responsive relationship between the fund and the investors. By addressing concerns and providing relevant information, we strengthen investor confidence and pave the way for successful outcomes.

Phase 8

First Close

Upon reaching the initial fundraising target, we celebrate the first close of the fund. This milestone represents a significant achievement and marks the start of the fund’s investment journey. We continue to support the fund managers in maintaining positive momentum and driving further investor interest.

Phase 9