Concept Capital Markets has published a new guide to launching an alternative investment fund.
The report provides a roadmap for investment managers as they tackle the key issues involved in getting their new business off the ground.
Concept Capital has been involved in new fund launches for many years and has played a key role in getting a large number of managers started as well as helping them navigate their various growth phases.
The firm’s experience suggests that when investment managers make the right decisions early on, it enhances their success rate.
A sound business plan will not only help the manager articulate his investment strategy and process, but also understand the various costs they will need to incur to establish and manage a sound business. It also means making the effort to investigate the key service provider options and selecting those that will match the manager’s needs over the life of the business.
“Concept’s offering includes several key differentiators,” says Jack Seibald, co-founder and managing member. “First, our founders were hedge fund managers themselves, understand what it’s like to manage both an investment portfolio and a business, and have led the development of the firm’s solutions from the user’s perspective. Second, new fund launches have been a focus of our firm for more than a decade, and we can deliver to you the benefits of the enormous amount of experience we’ve gained over this time frame covering all aspects of setting up a new fund. And finally, the breadth of our offering is unmatched in the marketplace, as we’ve outlined above.”