Services

1. Capital Raising for Private Investment Funds:

We evaluate over 400 private fund managers a year in the following categories:

- Niche Income-Producing Real Estate

- Private Equity Lower Middle Market Buyout & Growth Equity

- Venture Capital (Colorado-focused)

- Concentrated Public Equity (Growth & Value)

- Infrastructure & Natural Resources

- Alternative Fixed Income

- Fund-less sponsor, one-off opportunities and co-investments

..... and select only a small group of funds to work with from there.

3. Targeted Executive Search and Placement within the Colorado Investment Market:

Focused on opportunities that never hit the open market.

We use our 15+ year background in the Colorado investment management industry to create a comprehensive database of every local firm within private equity, venture capital, public equity, public & alternative fixed income, traditional & niche real estate, infrastructure, natural resources, institutional investment consultants, single family offices, multi-family offices, wealth management, and other alternative fund sponsors.

We spend several hours a week updating these lists to track real time movements in the market.

This information allows us to find highly targeted talent quickly for investment firms, as well as the opposite > to find targeted career fits for individuals in Colorado who are looking for a new opportunity.

The process combines comprehensive knowledge of the market, heavily screened identification of top caliber individuals, and intelligent outreach and discussions. Our approach is the opposite of many "search" firms that simply post positions on social media and hope for the best.

Here are some of the Investment Related positions where we have a deep level of expertise and talent within Colorado:

Direct Investment Research (analyst > CIO level, evaluating public markets)

Indirect Investment Research (analyst > CIO level, evaluating fund managers and asset allocation focused, can target asset class specialists as needed)

Investment Advisors (client-facing > institutional, multi-family office, and wealth management level advisors)

Investment Client Service Support (senior and junior level)

Investment Compliance (senior and mid-level > 1933 Act, 1934 Act, 1940 Act, and FINRA compliance, including marketing materials compliance)

Investment Legal Counsel (regulatory counsel, private funds counsel, and mutual funds counsel)

Investor Relations (all public and private investment strategies, capital raising focused)

Investment & Business Operations (trading and trading systems, fund accounting, performance reporting analysts for liquid and illiquid investments, and general firm operations / COO)

Transactional Talent for Private Equity and Venture Capital (analyst level all the way to senior director / platform management positions)