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FREE SCORECARD SELF-ASSESSMENT
&
FUNDRAISING READINESS REPORT

A Tool for Emerging Alternative Fund Managers
 

Our self-assessment tools are specifically designed for emerging alternative fund managers and combine two complementary layers of insight: a Fundraising Friction Diagnostic and a Fundraising Readiness Scorecard, paired with a customized report.


The Fundraising Friction Diagnostic helps identify where fundraising momentum may be breaking down by highlighting the points of hesitation LPs typically face. It's a structured diagnostic designed to surface the points of friction that might slow or derail fundraising, before fundraising readiness is scored.

The Fundraising Scorecard then evaluates how institutionally prepared your fund is across the core dimensions of fundraising and diligence.

By assessing where you stand along the fundraising value cycle, you can pinpoint priority gaps, reduce investor friction, and focus your efforts on the actions that most directly support capital raising, AUM growth, and the development of a durable asset management business.

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FUNDRAISING ESSENTIALS - PATHWAY FROM FUND I TO III

Fundraising Essentials – The Pathway from Fund I to Fund III
This AI-assisted course equips emerging fund managers with essential tools and strategies for successful fundraising in private equity, venture capital, and alternative investments. Whether you're launching Fund I or scaling to Fund III, you'll learn to navigate the complexities of capital raising.
 
Key Topics:
  • Current trends in alternative investments
  • Crafting a compelling investment thesis
  • Design thinking for capital raising
  • Building and segmenting your investor universe
  • Developing a 12-month fundraising strategy
  • Success pathways for Funds I, II, and III
  • Leveraging relationships and scaling your fund
 
Ideal for:
  • First-time managers building credibility
  • Second-time managers attracting institutional capital
  • Third-time managers scaling and expanding
 
Outcomes:
  • Clear understanding of the fundraising process
  • Proprietary tools to assess readiness and improve strategy
  • Templates for crafting investment theses and plans
  • Insights from successful fund manager case studies
 
Enroll to gain the confidence and skills needed to attract the right investors and build a sustainable fund across multiple fundraising cycles.
Why Take This Course?
Fundraising is a marathon, not a sprint. This course provides you with the roadmap to stay focused, resilient, and strategic throughout the process. Whether you’re just starting out or looking to scale, you’ll gain the confidence and skills needed to attract the right investors and build a successful, sustainable fund.
 
Enroll Today and Take the First Step Toward Fundraising Success!

FUND PITCH GENERATOR - 90 Seconds 

 Only ~1% of Alternative Fund managers, studies show, use video in their fundraising — which means the opportunity to stand out is enormous.

With a compelling 90-second video, you immediately differentiate your fund and kick-start a powerful multichannel marketing strategy designed to:

  • Build trust with prospective investors

  • Accelerate engagement and conversion

  • Boost momentum from the start of your campaign

 

Whether you're an emerging manager or simply being strategic with resources, our tool makes it easy. You’ll create a high-quality AI-powered video featuring a professional avatar and voiceover — no filming or editing required.

  • Amplify your message

  • Communicate with clarity

  • Make a strong first impression — fast

Our video pitch generator not only saves you time and money — it also helps you sharpen the broader narrative that underpins a successful fundraise.​

Once you have secured your Generator's session, here's what to do next:

Step 1: Complete the Intake Form.

Step 2: The Generator create a script based on the information you provided.

Step 3: Review and finalize script at your leisure.

Step 4: Generate one 90-second video.

Step 5: You will receive a link to your video in your email inbox for download.

Find out more about the Fund Pitch Generator today ! 

View a sample video from one of our pro avatars by clicking the image below.

We also offer a Premium , made for you solution with your personalized Avatar and choice of Voice .

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​ℹ️  The Intake Form will unlock once you've secured your Generator session

MASTERING FUNDRAISING ESSENTIALS - 90 DAY SPRINT

Group Program dedicated to Alternative Asset Managers 

Mastering Fundraising Essentials & Handbook

  • A 90-Day Program For Alternative Asset Managers 

  • From Emerging to Growth Stages

  • On a mission to Scale AUM & Build Thriving, Sustainable AM businesses

Program Discontinued post 2025-cohort 👇

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360° Funding Path PROGRAM

Image by Choong Deng Xiang

Are you an emerging, recent alternative asset manager looking to raise capital for your fund and trying to evaluate what your best options may be ? Are you wondering how to start and grow your AUM and set up a prosperous asset management firm ? Find out more about how we may be able to assist you below with our coaching program. 

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