Private Equity Funds
Working with PE Funds to prepare pitch decks, business plans, and PPM filings for raising money from LPs.
Modeling portfolio strategies to project key fund metrics such as IRR, TVPI, and DPI based on fund structure and investment thesis.
Collaboration with funds for introductions to administrators, institutional LPs, and accredited investors with our partnering broker-dealers.
Alternative Assets M&A Rollups Leveraged Buyouts
An M&A rollup fund was raising $100 M to acquire service companies in the United States and needed investment materials to attrack limited partners. Pro Business Plans collaborated with them to prepare the materials and built a financial model to forecast returns.
A PE Fund targeting distressed companies in the clean energy sector was seeking investment materials and a private placement to facilitate their offering. The team at Pro Business Plans prepared the investor kit and placement for their $40 M Fund II.
A PE Fund focused on growth stage financing was looking for additional accredited LPs to complement their institutional pool. Pro Business Plans worked with them to prepare and execute a strategy to target accredited investors with a 506(c).
- M&A & Rollups
- Leveraged Buyouts
- Growth Equity