M2O = "Made to Order"

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Common M2O Services
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Private managers who need capital raising services often require a mix of advisory and placement solutions. M2O focuses on responding to the specific needs and circumstances of each manager. Thoughtful, tailored answers are core to the advice offered by M2O. The independent, boutique structure and the backgrounds of its professionals make M2O uniquely qualified to provide customized services to our clients.

Fund Raising

Common Situation

  • Fund managers need assistance with key marketing challenges
  • Access to more investors required to achieve fund raising goals

Opportunity

  • Increase fund raise efficiency by proactively addressing potential investor issues
  • Extend the franchise through a broader, deeper base of LP support

M2O Solution

  • Thoughtful strategy positioning
  • Supportive diligence material to simplify investor decisions
  • Broad based or targeted marketing depending on the circumstances

Strategic Review

Common Situation

  • Market and people changes, strategy refinements and execution results can lead to questions about positioning, timing and how to access capital

Opportunity

  • Proactive issue examination
  • Implement new operating initiatives before the next raise
  • Inform and educate investors

M2O Solution

  • Comprehensive review of a manager’s platform
  • Key marketing issues addressed
  • Investors updated and positioned to track the progress

Investor Communications & Pre-Marketing

Common Situation

  • Investor relationship building process ends with completion of a raise

Opportunity

  • Leverage the relationship building process initiated during the raise
  • Investors have the chance to get to know a manager over time and in advance of a commitment
  • Meet investors on a more time and cost efficient basis

M2O Solution

  • A structured communications program between fund raises
  • Simple, consistent marketing effort to keep prospects well informed
  • Regular investor dialogue enhances the manager’s credibility and pre-sells the next fund

Capital Raising Alternatives

Common Situation

  • Managers need unbiased, informed feedback on various capital raising alternatives

Opportunity

  • Deeper understanding of alternatives allows a manager to make the best choice for the franchise and raise capital on the most time and cost effective basis

M2O Solution

  • Comprehensive review and assessment of the capital raising alternatives available to a manager

Marketing and Diligence Review

Common Situation

  • Managers need an independent review of marketing and diligence materials in advance of a raise

Opportunity

  • Identify, manage and address issues in advance of the raise
  • Gather market feedback on key terms and areas of sensitivity
  • Raise confidence and increase marketing efficiency

M2O Solution

  • Proactive identification of potential investor issues
  • Comprehensive review and preparation of key marketing materials

Targeted Marketing Programs

Common Situation

  • Manager has a history of inefficient, underachieving raises
  • Recent strategy refinements demonstrating early promise

Opportunity

  • Change the market’s perception of the franchise
  • Present a new face to the market
  • Give investors the chance to get to know the manager in advance of the next raise

M2O Solution

  • Develop a multi-year investor communications program
  • Initiate a simple, comprehensive marketing effort to keep existing investors informed and to educate new prospects
  • Regular investor dialogue helpful in pre-selling the next fund
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