139 Queen's Road
Central, Hong Kong
Successfully navigating the institutional investment landscape requires sophisticated marketing and transparent, efficient investor relations. Having participated in over 100 presentations to global asset allocators, we understand precisely what institutional investors look for during due diligence and ongoing engagement. Our advisory service translates this firsthand experience into practical support, helping you build credibility, foster trust, and articulate your firm's unique value proposition clearly and consistently.
We provide comprehensive assistance in preparing critical investor-facing documents, including drafting standardized firm and fund-level Due Diligence Questionnaires (DDQs) based on templates like AIMA's, ensuring completeness and clarity. We also support your team in preparing thorough and compelling responses to detailed Operational Due Diligence (ODD) questionnaires from sophisticated institutional investors. Furthermore, we assist in crafting polished and persuasive investor letters, presentations, and other communication materials tailored specifically for an institutional audience, ensuring your key messages resonate effectively.
Beyond initial diligence and marketing materials, we help establish robust frameworks for ongoing investor reporting. This includes defining processes for delivering regular and ad-hoc performance reports, financial statements, and other relevant updates that meet institutional expectations for transparency and timeliness. Our goal is to enhance your entire investor relations function, making it more strategic, efficient, and ultimately more successful in supporting your capital-raising and retention efforts.
