Introductions & Distribution
Services
Market Access & Placement
Positioning your offering where it genuinely fits, with support through institutional proposals and platform placement. Sometimes the product is right and the door is wrong. We help you find the right door.
The Problem
The right product at the wrong door
Institutional and platform decisions don’t turn on the pitch. They turn on process — an RFI to narrow the field, an RFP or due diligence questionnaire, finalist meetings, and a committee scoring you against a rubric that covers philosophy, process, performance, risk, compliance, fees, and organizational strength.
Often a search consultant sits between you and the committee, running the process on their behalf. Screens are run against databases. If you’re not in the database, in the right category, answering the questions exactly right, you will be overlooked — regardless of merit.
Finding the fit, then making the case
Where you genuinely fit
An honest opinion on which channels your offering actually belongs in — and which ones look attractive but will cost you six months for a predictable no.
Proposal & diligence support
Helping you answer what’s really being asked in an RFP or DDQ, so the response reads like a firm with experience versus one checking the box.
Platform placement
Working through what a platform needs to see to take an offering seriously, while also being transparent about the economics and commercial expectations that some platforms require before they’ll consider putting it on their shelf.
Finalist preparation
Getting your team ready for the meeting where the decision is actually made — the questions behind the questions, and who in the room you’re really answering.