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 not effectively offered by distribution-focused firms. M2O’s 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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