Bridging the gap between you and allocators
Our dedicated team collaborates closely with clients to forge meaningful connections and elevate engagement with prospective LPs. Our comprehensive institutional investor coverage spans a diverse range of entities, including endowments and foundations, family offices, fund of funds, outsourced CIOs, registered investment advisors, and seed/strategic investors.
FOR MANAGERS
Think of us as an extension of your team
How We Work
Our core mission is to facilitate impactful introductions by leveraging our extensive network of investors. We maintain active relationships with allocators, staying informed on their portfolio preferences and latest mandates, so our clients can target high-quality investors ready to deploy capital. By bridging the gap between you and key decision makers, we enhance your visibility and help you achieve your fundraising goals with efficiency.
We partner with funds across all asset classes, spanning a variety of strategies, AUM sizes, sectors, and geographies. By taking the time to understand the unique attributes of your fund, we ensure alignment with investors who are genuinely interested in your value proposition.
what we offer
As a team, we work together to carefully curate introductions to pre-qualified Institutional Investors and Capital Allocators with mandates that match your unique offering.
Targeted Introductions
Regular Communication
Active Engagement with LPs
Fund Visibility
Secure Meetings Across the US
Marketing Support
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.
Regular Communication
Active Engagement with LPs
Fund Visibility
Secure Meetings Across the US
Marketing Support
Targeted Introductions
Marketing Support
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.
Targeted Introductions
Regular Communication
Active Engagement with LPs
Fund Visibility
Secure Meetings Across the US
Marketing Support
Marketing Support
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.
Targeted Introductions
Regular Communication
Active Engagement with LPs
Fund Visibility
Marketing Support
Secure Meetings Across the US
Marketing Support
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.
Targeted Introductions
Regular Communication
Active Engagement with LPs
Secure Meetings Across the US
Fund Visibility
Marketing Support
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.
Targeted Introductions
Regular Communication
Active Engagement with LPs
Marketing Support
Secure Meetings Across the US
Fund Visibility
what we offer
Targeted Introductions
Regular Communication
Active Engagement with LPs
Secure Meetings Across the US
Marketing Support
As a team, we work together to carefully curate introductions to pre-qualified Institutional Investors and Capital Allocators with mandates that match your unique offering.
Fund Visibility
Targeted Introductions
Regular Communication
Active Engagement with LPs
Secure Meetings Across the US
Marketing Support
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.
Fund Visibility
Targeted Introductions
Regular Communication
Active Engagement with LPs
Secure Meetings Across the US
Marketing Support
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.
Fund Visibility
Targeted Introductions
Regular Communication
Active Engagement with LPs
Secure Meetings Across the US
Marketing Support
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.
Fund Visibility
Targeted Introductions
Regular Communication
Secure Meetings Across the US
Marketing Support
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.
Active Engagement with LPs
Fund Visibility
Targeted Introductions
Regular Communication
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.
Active Engagement with LPs
Fund Visibility
Marketing Support
Secure Meetings Across the US
