APPROACH
After acquiring a new specialist team, the alternative asset investment platform of a leading global asset manager engaged us to conduct a strategic review of their project to launch a new multi-thematic private equity strategy. Accellency implemented a three-step approach: 1) assess the credibility of the new strategy in light of the team’s track record and the competitive landscape, 2) conduct an investor survey to gauge interest and market potential, and 3) develop a customised go-to-market plan to ensure a successful fundraising launch.
RESULTS
Following Accellency’s recommendations, validated through the investor survey, the investment platform refined their strategy to focus on a single investment theme, where they demonstrated credible leadership and strong competitive differentiation. By leveraging Accellency’s go-to-market approach—which included a concise, impactful fundraising teaser and a thematic white paper—the team attracted significant interest from institutional investors and investment consultants worldwide.
