FUND DISTRIBUTION
Empowering Your Vision, Every Step of the Way
Investor Decks
Craft compelling and comprehensive Investor Decks, Pitch Decks, Marketing Collaterals, Digital Marketing Campaigns, and Investor Relations Support to effectively communicate fund offerings, drive engagement, ensure compliance, and foster trust with investors.
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Events & Roadshows
Curate tailored investor roadshows, industry conferences, launch events, and networking dinners to showcase fund opportunities, enhance visibility, and cultivate relationships, supported by compelling fundraising materials.
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Private Placement Memorandum (PPM) Crafting
Create comprehensive PPMs ensuring legal compliance, defining investment terms, presenting financial data, mitigating risks, establishing investor suitability, outlining marketing strategies, and obtaining legal counsel approval.
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Branding
Define the fund manager's unique value proposition, target investor segments, and develop a professional brand identity with compelling visual branding, thought leadership, investor communication, reputation management, and continuous evaluation.
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Fundraising
Utilize diverse marketing tools including digital advertising, content marketing, email marketing, social media, investor relations platforms, webinars, PR, and networking to raise funds effectively for fund managers.
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Our Clientele
Why OakTree?
Strategic Planning
We ensure that each campaign, marketing material, or financial document is rolled out in the market after thorough strategic planning.
Operational Efficiency
Our team works with a collaborative approach to ensure that each task is completed successfully.
Technology Integration
We deploy the latest tools and software to plan out marketing campaigns and assess their efficiency.
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