DDQs, PPMs & other specialist marketing documents

Wind energy

APPROACH A large investment firm approached us to draft the Due Diligence Questionnaire (DDQ) for a new strategy. This new investment vehicle was built upon the expertise of two existing strategies. Accellency organised a series of workshops with the investment team and marketing departments to gather the information necessary to produce the document independently. Accellency […]

Strategic consulting

Working on iPad

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 […]

Strategic consulting

Thought leader leadership meeting

APPROACH In the context of a new macro environment and more competitive fundraising landscape, a major global alternative investment manager approached us to review the positioning and distribution approaches of their private credit strategies. Leveraging our deep knowledge of private credit asset classes and the investment process of asset allocators, we conducted a three-step approach: […]

DDQs, PPMs & other specialist marketing documents

Cloud computing

APPROACH A large European GP platform contacted Accellency to outsource the production of their Private Placement Memorandum (PPM) for the fundraising of the latest vintage of their thematic private credit fund. Accellency’s team conducted a thorough review of all marketing materials related to this strategy and held three workshops with the investment teams. This allowed […]

Thought Leadership – Conviction & White papers

Electric electricity lines

APPROACH Ahead of the fundraise of their third vintage, an infrastructure fund approached Accellency to explore ways to establish firmly their profile with LPs and maximise the success of their fundraise. Accellency recommended that the client publish a white paper, specifically targeted at LPs to demonstrate the attractive value of this particular infrastructure segment. Leveraging […]

Thought Leadership – Conviction & White papers

Created in a lab

APPROACH Having worked for a global healthcare fund on their go-to-market strategy for a private equity fundraising the previous year, the fund approached Accellency to write a pre-marketing research document to support the launch. Building on the new fund positioning, Accellency researched and produced a c. 50-page document containing data, interviews and other relevant information […]

AGMs & LP Investor days

Highway investor days

APPROACH A leading European investment fund engaged Accellency to help them transform their annual LP AGM in order to boost the profile of their GP platform and to establish their Investor Day as the forum of reference in their asset class. Accellency designed an event focused on LP engagement, thought leadership and live interactions between […]

Fund positioning & Go-to-market strategy

Around the globe

APPROACH A large investment fund was looking to raise a new vintage of an existing strategy within their private debt practice. Although the strategy was performing well and the fund had successfully raised larger and larger funds across multiple vintages, the management team wanted to challenge their existing positioning in the light of a new […]