SERVICES · INVESTOR RELATIONS
Fundraising and investor relations for fund managers
We help first-time AIF managers and emerging fund houses plan the raise, prepare investor materials, reach the right family offices and HNIs, and keep investors informed after the close. Our partners have raised capital for Category II funds from first close to final close.
WHAT WE DO
From first close to quarterly reporting
Fundraising strategy
Target investor mix, ticket sizes, first and final close plan, and positioning against comparable funds.
Investor materials
Pitch deck, fund one-pager, FAQs and responses to due diligence questionnaires.
Investor mapping and outreach
Family offices, HNIs, wealth platforms and institutions, matched to your strategy and ticket size.
Pipeline management
CRM set-up, follow-ups and meeting preparation, so no investor conversation goes cold.
Investor onboarding
KYC, contribution agreements and drawdown processes, coordinated with your RTA and legal team.
Ongoing reporting
Quarterly reports, newsletters and investor queries that build trust for your next fund.
WHO WE WORK WITH
Managers building a long-term investor base
Our engagement is with the fund manager. Investors are approached only through private placement, in line with the scheme’s placement memorandum.
First-time AIF managers
Category I and II funds raising their first scheme from family offices and HNIs.
Emerging fund houses
Managers on their second or third fund who want a more structured IR function.
Companies and promoters
Businesses that need a regular, professional investor reporting rhythm after a raise.
HOW WE WORK
How a mandate runs, from first meeting to close
01
Diagnose
Objectives, capital need and a readiness review
02
Prepare
Model, valuation, IM, deck and data room
03
Target
Investor or buyer mapping and an outreach plan
04
Execute
Meetings, diligence and term negotiation
05
Close and report
Documentation, closing and ongoing reporting
RELEVANT EXPERIENCE
Mandates and transactions we have worked on
2021–25 · AIF FUNDRAISING
₹20 → 150 Cr
Raise from first close to final close across HNIs, UHNIs, FIIs, family offices and institutions, including SIDBI.
2025–26 · INVESTOR RELATIONS
USD 600M+
Targeted fundraising at a large alternative investment manager, across a base of 6,000+ investor relationships.
CERTIFICATION
NISM XIX-C
Our founder holds the NISM Series XIX-C certification for AIF managers.
Clients are anonymised. Figures from prior roles are platform-level outcomes in which a VRM partner played a role.
QUESTIONS CLIENTS ASK
Frequently asked questions
Who are the typical investors in a Category II AIF?
HNIs, family offices, corporates and institutions, investing a minimum of ₹1 crore each. Our article on Category II AIFs explains the rules.
How long does a first close take?
For an emerging manager, typically six to twelve months from launch, depending on track record, strategy and the sponsor’s own commitment.
How are you paid?
A monthly retainer plus a success fee on capital raised, paid by the fund manager and agreed in writing.
Can you help after the fund closes?
Yes. Quarterly reporting, investor queries and annual meetings are part of our ongoing investor relations work.
Launching or raising a fund?
Tell us about your strategy and target corpus. We will share how we would plan the raise.