Many investment managers have created real value for investors but are being ignored because they aren’t good at communicating this value.
Many great investment ideas aren’t connecting with great investors because they aren’t being presented to the right people in the right way.
At Axis, we leverage our experience and resources to help investment opportunities connect with the right investors
Origination & Placement of Direct Investment
At Axis we represent select special situations and private investment opportunities to some of the largest and most sophisticated global investors who are looking for investment ideas that will deliver high returns. We focus on mandates from $20mm to $500mm in size where we can model 20% + annual returns.
Outsourced marketing consulting services for investment managers
We consult with a select group of investment managers for a monthly fee focusing on all aspects of a manager’s non-investment process, with a focus on how these processes relate to growing and retaining investment capital. We are happy to work with existing marketing teams and/or help a firm identify, review, or build and internal marketing team.
Outsourced sales for investment managers
We act as an outsourced sales effort targeting differentiated strategies with high risk adjusted returns at all phases of their lifecycle. We seek managers with over $50mm in remaining investment capacity. For this service we charge a fixed success fee.
Axis starts with defining or refining your unique value proposition.
WHY ARE YOU DIFFERENT OR BETTER THAN COMPETITORS?
HOW WILL YOU ADD VALUE TO AN INVESTOR’S PORTFOLIO?
We find and distill the compelling and differentiated aspects of your investment offering and coach you on how to focus on those aspects. We work with your team and, when appropriate, we direct external marketing resources skilled in development of websites, marketing presentations, PR, etc., to capture this story in every medium that can deliver it to investors (website, marketing deck, social media, conferences, media contacts, etc.).
When we find the story that resonates, we build a plan to systematically introduce you to the appropriate investors globally, leveraging thousands of potential investor contacts.
Our process is informed by understanding what leads investors to say 'yes' to potential investments learned through study of human sales psychology and practiced in over a thousand meetings between investors and their potential investments. We don’t just help you to create or refine your story, we help you tell your story in a way that resonates and leads to success in attracting investment capital.
Starting at Goldman Sachs after graduating from Yale SOM, I have spent substantially all of my career in the alternative investment management world raising capital and evaluating investments.
I have been a Day 1 founder of two investment firms, and a senior member of 3 of the "Hedge Fund 100" largest hedge funds globally (two of which became members of that group because of capital I raised). I have been the President / COO / CCO of my own alternative investment management firm and I have raised over $3.5 billion of new capital for hedge funds, private equity funds, and direct investments from capital sources globally. I have been a member of investment committees and operating committees and formed and successfully launched a variety of different types of alternative investment funds. I have also seen many tried and true alternative investment strategies become commodities or disappear almost entirely. Managers need investment capital from new investors, but many also seek sources of alpha and differentiated returns from direct investment opportunities. I try to find both.