Before I start pitching to LPs, what documents do I need to finalize?

searcher profile

March 26, 2025

by a searcher from Marquette University in Minneapolis, MN, USA

0
4
26
Replies
4
commentor profile
Reply by a professional
from University of Notre Dame in New York, NY, USA
^redacted‌ - Are you under LOI and raising for a specific deal or are you raising a committed capital vehicle (or small fund) to go out and acquire multiple targets? If the former, an investor facing CIM and accompanying models is correct. If you are raising off a broader thesis, then you should put together a PPM that you can share with investors. Happy to chat more - shoot me a DM or email me redacted
commentor profile
Reply by a professional
from The University of Texas at Austin in Austin, TX, USA
Hey Brad, we encourage folks to have an investor facing CIM (as well as a teaser) prepared along with a financial model forecasting returns. Investors may ask for specific docs after reviewing the opportunity but these two items will get you a good start. Email me if you have any questions redacted
commentor profile
+2 more replies.
Join the discussion