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 Accellency to begin production of the PPM, working largely independently while providing the client with regular updates on the process through weekly calls.

RESULTS
Accellency’s existing deep knowledge of the asset class and market environment enabled a high degree of autonomy in document production, minimising the need for frequent interactions with the investment and investor relations teams. As a result, outsourcing the PPM production resulted in a high-quality document while allowing the client’s investment and investor relations teams to concentrate their energies on investor meetings during this critical phase of the fundraising process.

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...

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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...

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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...

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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...