OUR APPROACH:

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The most successful raises are the result of diligent planning and execution.  Our service helps gain an understanding of the components needed to have in place to secure an investment from and allocator.  No fund is too new or too mature not to take a hard look at their asset-raising process and to make the needed changes in order to succeed.

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Our services include:

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• We will review the client’s marketing materials, investor pitch deck, and pitch to investors.

• A series of follow up sessions will occur once per week.

 

Ogilvie Young offers an economical way for consultants to get information into the hands of potentially interested investors. The objective is to start a relationship with an investor that eventually leads to a meeting.

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The services includes:

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• Ogilvie Young investor outreach places phone calls, email and text information to approximately 30 investors to ascertain interest in them and their investment criteria.

• If an investor has interest, Ogilvie Young will forward the Client materials to the investor.

• The investor has the ability to reach out to and request a meeting.