Prepare to succeed
Building investment firms
Launching investment funds
Briggs Capital Formation LLP
capital (n.)
18th Century, capital - “that part of the produce of industry which is available for further production”
formation (n.)
12th Century, fourmer - “formulate, express; draft, create, shape, mold; build, construct, devise”
BCF is a specialist capital formation advisory business
We are experts in the mechanics of capital formation and what it takes to maximise the prospects of raising capital
There are new investment strategies and new investment firms being established today that will dominate the landscape a decade from now – which begs the question:
What does it take to build and scale a brand-name investment firm?
Whether you’re an established firm transitioning or launching a new strategy, or a new firm launching a debut vehicle, all investment firms should pay attention to the mechanics of capital formation
Addressing investor expectations
Focusing on clarity, certainty and consistency
Prioritising the things that matter most in the process
Creating momentum and a sense of inevitability
Targeting the right investor with the right message
Anticipating investor queries and requests
It goes like this:
Investors do not have the time or the energy for unstructured, meandering explorations of your strategy, however exciting or game-changing you think the strategy is.
They need to understand very quickly what you do, how you do it, and why you’re the best at doing it. If there are any aspects that are unusual or “non-traditional”, you need to point to something exceptional to help investors justify the extra homework.
Your preparation is what moves investors through the due diligence process and towards the prospect of a commitment. You need to focus on the quality of that preparation, and the quality of the conversations that it enables with investors, at every stage.
Investors are busy and they are looking for reasons to say no, so you need to find ways to make their lives easier to move them closer to a yes. The person reviewing your strategy will likely need to re-cut it and re-pitch it again internally without you there to clarify or confirm, so you need to make sure they get it right. This is how you can prepare to succeed.
Contact us
47-49 Princes Place W11 4QA
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