Strategic advice, investor relations support and project management throughout the fundraising cycle

We have partnered with an experienced IR/fundraising professional to provide emerging private markets managers with advice on market positioning, capital raising strategies, marketing materials and investor relations management, in addition to project management support during the fundraising process.

By combining our extensive legal and regulatory experience in the capital raising space with the expertise and market knowledge of an IR/fundraising professional, we are able to provide clients with holistic support from the establishment of their advisory businesses through the development and execution of their fundraising strategies.

Our fundraising support and investor relations services typically include:

We assist emerging managers with the establishment of their UK advisory businesses.

  • Advice on entity formation
  • Track record attribution review
  • Assistance with the drafting and negotiation of constitutional documents, employment terms and other contracts
  • Creation of policies and procedures
  • Managing advisor beauty parades
  • Regulatory analysis
  • Co-ordinating and managing input from our in-house legal advisory business and other external advisors

We advise emerging managers on their fundraising strategies and how to identify and optimise their market position and messaging.

  • Advice on market positioning and differentiation
  • Target investor profiling and segmentation
  • Advice on fund size and terms
  • Advice on cross-border fundraising strategies and practicalities
  • Guidance on cross-border marketing laws and regulations
  • Investor meeting role play and practice
  • Advice on fundraising cycles

We provide emerging managers with insight into prevailing and anticipated market trends.

  • Collating and advising on feedback from investors
  • Competitive and regulatory landscape analysis
  • Assessments of current LP appetites and allocation trends

We assist emerging managers with the preparation and refinement of their marketing materials.

  • Review of fundraising materials, including teasers, presentations, pitchbooks and prospectuses
  • Advice on format, messaging and layout
  • Track record and track record attribution assessment
  • Data room set-up, curation and administration

We assist emerging managers with the cultivation and ongoing management of investor relationships.

  • Facilitating access to targeted and relevant institutional LP networks
  • Co-ordinated investor outreach
  • Introductions for co-investments and separately managed accounts
  • Meeting scheduling and assistance with roadshow organisation

We support emerging managers with the execution of their capital raising strategies.

  • Managing the fundraising pipeline
  • Investor follow-ups
  • Assisting with due diligence co-ordination
  • Management of investor Q&As
  • Helping drive leads from soft circles to hard commitments

We support emerging managers with the drafting and negotiation of their fund documents.

  • Commercial review of LPAs, term sheets, commitment letters and side letters
  • Management of NDA and side letter processes
  • Negotiation assistance

We assist emerging managers with the logistical challenges of fundraising.

  • Fundraising timeline design and management
  • CRM tracking of investor interactions
  • Facilitating co-ordination between GPs, legal counsels, other advisors and LPs
  • Roadshow organisation and scheduling

Contact the team to discuss your fundraising requirements today

Contact us

Earlybird instructed Corvus to advise in connection with the establishment of its UK office, obtaining regulatory authorisation for the UK office from the FCA and the UK office’s sub-lease. Corvus also provide ongoing compliance advice. Corvus take a proactive, technical yet pragmatic approach to their advice and have worked closely and efficiently with Earlybird team members, our other advisers and our counterparties to deliver results.

Vincenzo Narciso
Partner Earlybird

“We’ve worked with Corvus on a range of matters including business as usual legal/operational support and transactional work. As a closed-ended funds specialist, Corvus understood our business from the start and were able to provide tailored, solution focused, risk adjusted advice. When picking external counsel to assist with a recent transaction, we had no hesitation in choosing Corvus.”

Rob Shaw
CFO Apera Asset Management

“Corvus worked closely with Federated Hermes Private Markets (formerly Hermes GPE) between February 2020 and August 2021. Corvus hit the ground running and quickly developed a deep understanding of our culture, commercial drivers and risk appetite, blending seamlessly with our investment, finance and tax functions. Corvus really felt like an in-house team and their practical, solutions-focussed advice was highly valued by the business.”

Karen Sands
COO Federated Hermes Private Markets

“Corvus have provided advice to us in connection with our cross-border client distribution exercises for a number of years. While this is a complex area with some significant grey space, Corvus aren’t afraid to take a view on difficult issues and suggest practical, operational outputs.”

Warren Hibbert
Managing Partner Asante Capital Group