General · Global
How sponsors can prepare a raise for regulated advisers and investors
What to have ready so that advisers and eligible investors can assess your fund or deal clearly.
Summary
A well-prepared raise has a clear strategy, honest terms, consistent documents and an understanding of who is allowed to receive the offer in each country.
- Know your target audience and the rules for approaching them.
- Present risks and terms as clearly as the opportunity.
- Be ready for questions about track record, fees and conflicts.
Who can you approach?
Only the categories of investor and intermediary that the rules of each country allow.
Marketing rules differ by country and by product. Check whether the offer is restricted to professional, qualified or sophisticated investors, whether local registration or notices are needed, and what may be said. Take local legal advice.
What should the information pack include?
A clear summary of the strategy, team, track record, terms, fees, risks, structure and timetable.
Present things consistently so they can be compared with other opportunities. Do not hide unfavourable terms. Where numbers are projections, say so and give the assumptions.
What governance and regulatory details matter?
Your regulatory standing, service providers, valuation and reporting approach, conflicts policy and how investors are protected.
Advisers need to explain these to clients. Have documents ready that show your authorisations, auditors, administrators and custody arrangements where relevant.
How should the process run?
With a realistic timetable, clear communication, and prompt, accurate answers to questions.
Expect advisers and investors to ask for evidence. Keep a record of what was shared and when. After closing, regular reporting builds trust for future raises.
Frequently asked questions
Can I advertise to the public?
Usually not for private offers. Rules vary by country, so take local legal advice.
What do advisers look for first?
Track record, clarity of terms, alignment of interests and regulatory standing.
How much information is enough?
Enough for a reasonable reader to understand the opportunity, the risks and the costs.
Does Multiplier recommend my opportunity?
No. Multiplier is a technology platform. It does not recommend investments.
This article is general information for eligible investors. It is not investment advice or an offer. Capital is at risk. See our Terms and Risk warning.
