While fund managers are seeking greater assets to manage and institutional investors are actively investing in high quality funds, the process of connecting the two is not always efficient.

Fund managers seek to minimize their marketing efforts, a process that can be time consuming and distracting to their core competency of investing. And funds with in-house marketing professionals can find it difficult to “break into” the European institutional marketplace.

Bridgewater James have over fourteen years of experience in international corporate finance and in placing fund interests with institutional investors in Europe, the United States, and the Middle East, allowing us to provide a comprehensive fund raising service with emphasis on minimizing the amount of time spent by the fund manager on raising capital.

Our services include the following:

• Developing marketing strategy with the fund manager
  
  
• Assisting in preparing marketing materials and due diligence package
  
  
• Pre-qualifying all investors in advance of roadshow
  
  
• Organizing time-efficient road show
  
  
• Coaching on investor presentation
  
  
• Providing detailed briefings before all investor meetings
  
  
• Attending and “leading” all meetings
  
  
• Handling follow-up and addressing investor questions “locally”
  
  
• Facilitating investor due diligence
  
  
• Assisting with negotiation of investment terms
  
  
• Providing frequent marketing status updates
  
  
• Assisting with closing investors