What We Do
Asset Management Capital Formation
Capital formation is more than fundraising.
Successful capital formation begins with understanding. Understanding the opportunity. Understanding the investor. Understanding where the two align.
Zenith works with investment managers, companies, sponsors and entrepreneurs to develop and execute capital formation strategies designed around their specific objectives.
Rather than approaching the market indiscriminately, we seek to understand which investor audiences are most relevant to an opportunity and develop relationships accordingly.
Start a conversationCapabilities
- Equity, debt and hybrid capital
- Investor positioning and materials
- Targeted investor engagement
- Diligence and process management
- Negotiation and transaction execution
Our Capital Network
Relationships across the sources of capital.
Institutional Capital
Relationships with institutional investors seeking differentiated investment opportunities across private markets and alternative strategies.
Family Office Capital
Relationships with single-family and multi-family offices whose investment objectives can extend beyond traditional institutional mandates.
Wealth Management
Engagement across RIAs, independent wealth firms, broker-dealer platforms and other wealth management channels.
Strategic Investors
Identifying investors whose capital, operating experience, relationships or strategic capabilities may create value beyond the investment itself.
How Capital Formation Works
Understand. Position. Connect. Learn. Execute.
Understand
We begin with the opportunity.
The strategy, management team, business model, objectives, capital requirements, existing investor relationships and broader market context.
Position
We work to ensure the opportunity can be clearly understood by the investors most relevant to it.
Different investors evaluate opportunities differently. Positioning should reflect those differences.
Map
We identify appropriate investor audiences based on strategy, structure, mandate, liquidity, return objectives and other relevant characteristics.
Connect
We develop targeted engagement across relevant investor relationships rather than relying solely on broad distribution.
Learn
Every investor conversation produces information.
Questions, objections, diligence requests and expressions of interest help us understand how the market is responding.
Refine
That intelligence informs positioning, targeting, materials and subsequent conversations.
Execute
We help manage the process through diligence, negotiation and transaction execution.
Primary Market Intelligence
Relationships create information.
Data can tell you who an investor is. Relationships help you understand what an investor is thinking.
Zenith develops market intelligence through direct engagement with investors, investment managers, founders, advisors and other participants across the capital markets.
Those conversations help us understand evolving investor priorities, questions, concerns and areas of interest.
That information informs how we position opportunities, prioritize relationships and approach the market.
Every conversation improves the next.