Topic: Capital Sourcing Success – Insights
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DEER ISLE: Insights, Flows & Investment Trends
March 21, 2025 Rethinking Emerging Markets – Tariffs, Tech and Transformation Institutional investors are re-evaluating their global strategies, particularly in emerging markets, due to structural changes driven by tariffs, technology shifts, and infrastructure... Read More -
LESSONS FROM THE BOSTON CELTICS SURPRISE PURCHASE: Why Capital Should Cast A Wide Net
March 21, 2025 In a move that caught even seasoned sports finance insiders off guard, the Boston Celtics—the storied NBA franchise—was recently acquired in a deal that no one saw coming. The buyer?... Read More -
FUND INVESTMENT STRATEGY VERSUS INVESTMENT OPPORTUNITY: Definition and Implications
January 23, 2025 In my view, an “investment strategy” is an aggregation of processes and procedures that outline how a sponsor generates (or intends to generate) value (returns) through the use of its... Read More -
INVESTMENT OPPORTUNITY VS. BUSINESS STRATEGY: A Self-Help Guide for Improving Capital Success
January 22, 2025 Understanding the distinction between a business strategy and an investment opportunity is critical for success in the capital markets. These two concepts are closely related but serve different purposes. Confusing... Read More -
2024 TOP 10: LP and GP Lookback
December 23, 2024 As an active participant in the private investing ecosystem, I am subconsciously urged to join the ubiquitous fray of end-of-year retrospections. However, I want my entry to be low-fuss and... Read More -
NAVIGATING DIVERSE CAPITAL TYPES: Clarity and Transparency Helps
November 24, 2024 “We Only Want Value-Add Capital” When companies raise capital, they often attract a variety of capital types, including for direct transactions, private equity (PE) firms, strategic investors (Strategics), high-net-worth individuals... Read More -
GUEST POST: HOW DO CAPITAL PROVIDERS THINK ABOUT FUND TEAMS? 7 Key Items to Consider
October 22, 2024 There is one thing that every GP/sponsor has up their sleeves when challenged about what makes them unique, which is their people. Since no two individuals are alike, it stands to... Read More -
QUALITY OF TEAM AUDIT: Capital Success is All About the Team
October 22, 2024 “We Invest in Teams!” In the fast-paced world of private equity or venture capital, the success of an investment often hinges on the effectiveness of the leadership team. More and... Read More -
MAINTAIN CAPITAL ENGAGEMENT: Conquer Your Email Anxiety & Just Hit Send!
September 18, 2024 I can’t just send an email to a Capital Counterparty…What if it’s annoying!? Sending an email shouldn’t be a source of anxiety, but for many of us, because we worry... Read More -
GUEST POST: GET OVER YOURSELF – It is Serious but Not That Serious – Chill Out!
September 18, 2024 Although some in the investment world feel it is their birthright to manage money or assess those who manage it, many others embrace these functions as immense privileges. Applying a... Read More -
GUEST POST: CAPITAL PROVIDERS CARE ABOUT REPUTATIONAL RISK – 6 Potential Questions
August 21, 2024 In addition to the determination of capital loss and excess volatility risks, the assessment of “reputational risk” is vital when evaluating investment opportunities. However, reputational risk is among the most... Read More -
CAPITAL REPUTATION: Yours Matters!
August 21, 2024 “Capital Won’t Invest in My Opportunity Because…They Can Invest Into [Larger, More Established Org] and Will Not Lose Their Job” While this thought process may feel good to the Capital... Read More -
POWER OF A STRONG COMPETITIVE CAPITAL ANALYSIS: It defines the Opportunity
July 25, 2024 Institutional Capital Providers have many investment alternatives and even those who consider themselves “bottoms-up” investors will consider an investment framework which considers portfolio construction when they make an investment decision.... Read More -
STAY IN TOUCH? WTH! Now What to Do!?
June 18, 2024 A great meeting with a potential Capital Provider. Hit it off, agreed with many statements,, knew some of the same people, went on similar vacations, even, maybe, went to the... Read More -
GUEST POST: “NO”, IT CAN’T BE A “NO”: Soliciting Feedback from Allocators
May 21, 2024 There is nothing enjoyable about rejection, no matter how it comes. In the case of fund GPs/sponsors, rejection is especially painful when they have displayed transparency, authenticity, and the potential... Read More -
GUEST POST: DEAL KILLERS: 8 Steps to Avoid Killing a Capital Transaction
March 27, 2024 There is a certain momentum that occurs during GP/sponsor due diligence. Positive momentum can be exhilarating for all parties involved. The LP conducting the research feels excited because a selected-for-further-scrutiny... Read More -
PRESS RELEASE: Deer Isle Group Introduces Executive Management Bootcamp for Successful Capital Transactions
March 20, 2024 A Transparent & Efficient Proprietary Deer Isle Group Playbook for Successful Capital Transaction Preparation SOUTHAMPTON, N.Y., March 20, 2024 /PRNewswire/ — Deer Isle Group, LLC is excited to introduce its... Read More -
AI GENERATED 2023 CAPITAL TRENDS: Did AI Nail Them – No!!
December 14, 2023 As we close 2023 and AI is a hot topic – we were wondering what AI might have to say about 2023 capital trends. We decided to ask CoPilot Enterprise... Read More -
CAPITAL PLAN 2024: 3 Important Current Considerations!
November 22, 2023 It’s November and January 2024 will shortly be here! Part of year end planning should include budgeting time, money and resources for any 2024 plans. It can be expected that... Read More -
ACCELERATE CAPITAL MARKETS TRUST AND SUCCESS: 5 Sources of Operational Validation
October 27, 2023 In tough capital conditions, only the strong survive and thrive. If capital is required to maximize organization goals and outcomes, in this capital environment, it is important to present as... Read More -
CAPITAL ALWAYS HAS ANOTHER ALTERNATIVE: Do a Peer Analysis!
September 26, 2023 Understanding how an Opportunity compares to its Peers is an important step in creating institutional quality capital markets positioning. Institutions make decisions within a context and there is almost always... Read More -
DO NOT TRY TO “MARKET-TIME” CAPITAL INTEREST! Do This Instead…
August 24, 2023 Having trouble raising capital in the private markets? You are not alone! HEARING THAT ALLOCATIONS IN YOUR STRATEGY ARE BEING MADE & YOU HAVE NOT BEEN RAISING CAPITAL? You are... Read More -
EMAIL SUBJECT LINES THAT WORK IN THE CAPITAL MARKETS: Do’s and Dont’s
June 22, 2023 Email is still the main business communication tool – as bad as it is. Most business people use it for most of their communications. Post COVID, calls are reserved for... Read More -
CRACK THE CODE – Do’s and Dont’s for Nailing First Impressions!
January 19, 2022 Just as first impressions are made when you meet someone, presentation materials make a first impression with potential capital providers, and they will draw conclusions from them. A capital provider’s... Read More -
SHATTERING CAPITAL RAISING MYTHS: The Goal of An Investor Presentation Is Not A Description Of Your Company!
January 20, 2022 Capital providers usually want to see a 2-page intro and a summary presentation (“Presentation”) in order to assess the opportunity and fit prior to holding an introductory meeting or call... Read More -
MAXIMIZE VALUATION: Drivers of Capital Sourcing Success
March 14, 2022 Every company is different, and valuations can vary based on a company’s strengths and weaknesses, industry or sector conditions, and other factors. The right preparation can help capital seekers understand... Read More -
INSTITUTIONAL CAPITAL: Nirvana or Not? Benefits & Challenges
March 14, 2022 Capital sourcing from institutional capital providers/investors is usually a complex process with its own unique benefits and challenges. Definition: Institutional capital providers/investors (defined to include family offices, wealth advisors, funds, endowments,... Read More -
7 STEPS & TIMELINE: Institutional Capital Success!
April 23, 2022 Institutional Capital steps and timeline are complex since they are based upon the fact that the institutional Capital Provider will usually make investment decisions based upon multiple factors. The goal... Read More -
ENGAGE CAPITAL PROVIDERS: Build Virtual Relationships Leading to Successful Capital Sourcing
April 23, 2022 A key component of successful capital sourcing is engaging with capital providers with the right message, through the right medium, at the right time. Capital Providers are doing a growing... Read More -
KNOW WHERE YOU STAND: Capital Sourcing Peer Group Analysis & Benchmarking
May 18, 2022 By Richard Miller Understanding the competitive environment is a key component of developing a successful strategy when a company is undertaking a new line of business or launching a new... Read More -
WE ARE TALKING ABOUT PROCESS, CAPITAL PROCESS: Summed with 4 Steps that Increase Valuations & Success
November 15, 2022 Given tight capital market conditions, it has become more important than ever for all types of Capital Seekers including Venture Capital Companies, Lower and Middle Companies whether family or institutionally... Read More -
TIME IS DUE DILIGENCE: Use it to Your Capital Raising Advantage
February 21, 2023 Capital Seeker: “I am not going to waste my time on them. I sent an email, had a call and/or meeting on my investment opportunity. There has been no follow... Read More
