Firm Description: We are seasoned investment managers with decades long investment performance history as well as serial entrepreneurs who have built, managed and sold multiple businesses for up to $450M. We have recently launched a new fund concept at the forefront of technology and private credit.
Our firm is targeting the lesser-known and underserved asset-based private credit investments. These investments differ from traditional private credit funds who target cash-flow-based loans. We invest in hard-to-access, niche assets such as elective medical loans, MCAs, equipment finance and small balance consumer loans as some examples. We often utilize highly specialized technology, developed in-house to access, organize, surveil and cure investments. Given our tech-enabled unique access, we are often the ”lender of only resort” and therefore have limited competition from other sources of capital such as large funds or regulated banks. Limited competition is what generates this strategy’s alpha or higher risk-adjusted returns.
Our mission is to packaged these highly unique assets into a 40’ Act registered interval fund and offer this differentiated fund to the RIA channel. The fund believes that this channel limited access to niche strategies described above. The fund’s mission is two-fold: enhance the investment offerings to Main Street investors while lowering the cost of capital to Main Street borrowers.
Key Functions:
- Business Development Lead the firm’s capital raising efforts within the T-100 RIA channel (T-100s = largest 100 independent RIAs) Establish and maintain relationships with other key stakeholders including top RIAs, family offices, industry influencers, key strategic partners, and clients Develop and document sustainable, repeatable and cost-effective sales best practices for T-100 RIA channel Act as the technical sales expert and lead for platform gatekeepers and investment due diligence teams Coordinate and participate in meetings, presentations, and events for current and prospective investors Provide value-add feedback on sales process and client interactions Maintain contacts, records of activity and pipeline updates in company CRM
Investor Relations
- Serve as primary point-of-contact with existing and prospective investors, addressing their inquiries and providing detailed investment information.
- Collaborate with Chief Growth Officer to develop and execute webcasts, whitepapers, marketing materials, sales collateral etc.
- Provide strategic insights to senior management based on market trends, investor feedback, and the competitive landscape
- Collaborate with internal teams, including investment, legal, and finance, to gather and analyze data for investor reporting
- Collaborate with internal teams to prepare and distribute detailed investment information, performance reports, and other investor communications on a regular basis.
- Ensure all investor communications are accurate, transparent, and comply with regulatory requirements and industry best practices.
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