Service Provider Perspectives- Page 8 of 14

Service Provider Perspectives

August 9, 2023

5 Ways To Improve CTAs

5 Ways To Improve CTAs August 3, 2023 | Marketing Intent Have your eyes ever failed you? You can’t find a pen that’s in your hand, a phone that’s on your desk, or for the sunglasses sitting in your car console. That’s what it feels like when you’re on a web page or reading an…

August 9, 2023

What is Fund Accounting? And What Should Fund Accounting Be?

What is Fund Accounting? And What Should Fund Accounting Be? August 3, 2023 | David Fisher | Phoenix American Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment fund so that fund management can concentrate on its core tasks of fundraising and the acquisition and management of portfolio assets.…

July 28, 2023

Top 5 Advantages of Rule 506(c)

Top 5 Advantages of Rule 506(c) July 25, 2023 | Jim Raper | WealthForge When Title II of the Jump Start our Business Startups (JOBS) Act took effect in September 2013, Rule 506 of Regulation D was split into 2 distinct exemptions, 506(b) and 506(c). 506(b) preserved the old Rule 506, but 506(c) changed the…

July 11, 2023

Fund Accounting for Today’s Funds

Fund Accounting for Today’s Funds July 6, 2023 | David Fisher | Phoenix American Private equity funds have unique fund accounting challenges, the more so because no two private equity funds are quite the same. Fund managers are well-advised to engage a third-party fund accounting provider and the choice of provider is an important one.…

July 10, 2023

Why Hire A Marketing Firm For A 506(B)?

Why Hire A Marketing Firm For A 506(B)? July 10, 2023 | Marketing Intent Some firms offering 506(b) private placements wonder why they would hire a marketing firm. While a 506(b) can be very limited on how you can market the offering, there are a number of ways you can stay in front of financial…

July 10, 2023

Is Your Marketing Ignoring Due Diligence Officers?

Is Your Marketing Ignoring Due Diligence Officers? July 10, 2023 | Marketing Intent Due diligence officers play a key role in the success of investment offerings through their firms. But many asset managers don’t have a plan to market to due diligence officers in a proactive and consistent way. If you aren’t treating due diligence…

July 3, 2023

Email Is Not Dead

Email Is Not Dead July 3, 2023 | Marketing Intent Evolving Your Email We recently learned that wifi wasn’t initially adopted. With the obsession to find a wifi network, get a wifi password and check to see if a location we’re vacationing to is wifi friendly, this is surprising. But the reason why is because…

June 30, 2023

Can the Regulation A Exemption be used for a syndicated offering?

Can the Regulation A Exemption be used for a syndicated offering? June 29, 2023 | Jim Raper | WealthForge The JOBS Act of 2012 created and revised methods for small and emerging companies to raise capital. Regulation A (Reg A), one of the available exemptions companies can take from registering their securities with the SEC,…

June 26, 2023

Investor Relations and New Investment Processing

Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an essential part of investor relations. The ease and speed with which an investor is brought into a fund by the investor relations team is the investor’s first impression of…