We prioritize regular and open communication through scheduled calls and ongoing updates. This continuous dialogue allows us to adapt our strategies in real-time, ensuring that our efforts are always aligned with your evolving needs.

Together, with Oakpoint Advisors, we have an investor network of 3,500+ LPs.

We stay actively involved on all aspects of current investment mandates, allowing us to strategically position your fund in front of allocators who are actively seeking new opportunities in your specific area of expertise. 

To further boost your firm’s visibility, we feature funds in our widely distributed weekly e-newsletter, which reaches a broad network of institutional investors.This marketing effort may result in reverse inquiries from LPs requesting marketing materials, an introduction, or meeting. Peter Tarrant created this e-newsletter over a decade ago. We find it to be effective in capturing new potential leads as well as reinforcing your presence with existing prospects.

We understand that nothing can replace an in-person meeting when building a relationship with a new allocator. We offer assistance in securing meetings ahead of your travel in the US and help you prepare for your meeting.

Our team members have extensive experience managing marketing strategies in-house at various funds. We will be your advisor on marketing and communications strategies including CRM best practices, email marketing strategies, social marketing strategies, presentation coaching, marketing material feedback, conference strategy, and more. After we make the initial introduction to an investor, we want to ensure you are set up for success for the remainder of the fundraising process.