Investment
Process

Key Partnerships and Prudent Manager Selection

Manager development and our network of capital providers support the world's leading emerging manager platform

initial screening and due diligence

No Red Flags Allowed

Seed Capital Process

Investor Meetings and capital introductions

Meeting Preparation and Mentoring

Apply for Seed Capital

Investment Strategies

What we like

Niche Private Equity Strategies

Small-Cap and Micro-Cap Equity

Unique Bond Strategies

Special Situations

Litigation-Related Investments

Real Estate and Sale-Leasebacks

Royalty Streams

Healthcare VC and PE

We encourage new managers to apply

Emerging managers with at least $500,000 of assets invested in a "niche strategy" are encouraged to apply. We evaluate all types of investment strategies and we operate globally. In short, we look at everything. From power trading in Central Europe to private equity in Africa, we have potential seed capital providers that may be interested. The strategies that attract the most interest are niche strategies, with small capacities, in jurisdictions with a stable rule of law.

Investment Strategies

What we don't like

Large-Cap Equity

Foreign Exchange

Oil and Gas

Commodities

Cryptocurrencies

EB-5 Projects

Three phases to the application process

Presenting your strategy to investors

After a rigorous application process, managers may be selected to present their investment strategy to a variety of suitable institutional investors. Investors can include funds of funds, pension funds, family offices, or high-net-worth financial advisors.

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Structuring your seed capital transaction

After successful discussions with investors, managers may be offered a seed investment. A series of conference calls with the seed capital provider and the emerging manager will help to clarify terms related to the transaction. The manager will then have roughly two weeks to accept or decline the offer.

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Launching your fund with long-term capital

After accepting an offer, the attorneys for the seed capital provider will draft and finalize documentation related to the seed transaction. This includes management agreements, fee structures, setting up custodian accounts, and resolving any tax considerations for the investment manager. 

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Speak with a consultant

Frequently Asked Questions

The Emerging Manager Program

Read our latest insights to learn more about the application and due diligence process for our emerging manager program.

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