Expertly-targeted research and communications plan drives PE firm to exceed goals for fundraising, pipeline building, and capital deployment.
exceeding fund manager’s fundraising goal of $25M
increase in the prospective investor pipeline
the five-year target for capital allocation was achieved
A private equity firm investing in micro-cap companies based in the western US typically focuses on a specific niche and was approached with opportunities outside their area. The fund manager needed:
Time was the fund manager’s most precious resource while being actively involved with companies the fund owned. Although the manager considered performing the confidential investor memo and acquisition due diligence internally, they knew with the time commitments and need for expertise in building out presentations and due diligence was worth seeking external partnership
Deliverables spanned four weeks each and included:
The memo led to a spectacular return: a 125% increase in the prospective investor pipeline and a final raise of $50M, exceeding the manager’s fundraising goal of $25M. In turn, the fund manager reached their five-year goal for capital deployment in 18 months. Moreover, while Artemis recommended that the fund not invest in the potential target that was outside their focus area, the new funding that resulted from Artemis’s memo enabled the firm to acquire several high-quality companies.
In addition to being a significant stress reliever, Artemis provided the manager with the strategic guidance to quickly assess a new market and its attendant risks, as well as the materials to engage with the right investors for the fund.
The manager continues to use Artemis for project-based and strategic planning for both the private equity firm and the affiliated holding company.
Artemis acts with the entrepreneurial spirit and can-do attitude of a small business. They’re responsive, thoughtful, cost-effective, and deliver excellent results. Using an outside consultant can be scary because no one cares as much as you do, but they have delivered beyond my expectation and I think they’re worth the investment.