Context
A leading US-based global investment fund was preparing to launch a new vintage of their flagship Special Opportunity fund in an increasingly competitive fundraising environment. To maximise capital raise velocity, they needed to broaden their roadshow team beyond their most senior partners to include a wider cohort of 15+ investment professionals—from CEO and executive committee to managing directors.
However, three critical dynamics shaped the coaching challenge:
- Securing time and commitment from extremely busy senior professionals – Getting 15+ extremely busy investment professionals to commit time to structured roadshow preparation, messaging alignment, and coaching techniques was challenging. Senior partners are typically resistant to off-road time and structured training.
- Maintaining individual credibility whilst ensuring alignment – Ensuring a cohort of diverse professionals delivered aligned positioning and consistent talking points, whilst each individual maintained their specific expertise, track record, and credibility in LP conversations.
- Tightening competitive environment – With market competition intensifying, the fund recognised they needed more professionals actively roadshow-capable and impactful in LP conversations.
Approach
Accellency deployed its systematic roadshow preparation methodology with two dedicated senior partners, whose experience and seniority with investment professionals was critical to securing buy-in and engagement across the cohort.
- Elevator Pitch & Positioning Alignment: Two intensive workshops with 15 investment professionals and IR leadership crystallised the fund’s differentiated positioning into a single, catchy elevator pitch that became celebrated by the CEO. This created immediate alignment and momentum across the team.
- Masterclasses on Impact: Accellency’s two partners delivered dedicated masterclass sessions—one on scripting with impact and one on LP meeting techniques—equipping professionals with frameworks and confidence to engage LPs effectively.
- Individual Script Review & Mock Meetings: Accellency conducted slide-by-slide script reviews and coaching sessions with each participant, stabilising individual delivery whilst guaranteeing message alignment. Mock LP meetings and rehearsals provided practical run-throughs to build confidence and refine execution.
- External Expert Credibility: As senior external advisors with deep sell-side and buy-side experience, Accellency’s partners were able to echo IR feedback and guidance with heightened credibility and freedom—reinforcing key messages with the authority of market expertise.
Results
All senior management professionals were roadshow-ready in record time, aligned around a single elevator pitch and armed with specific talking points that leveraged their individual expertise
