Summit Equity Advisors offers the following services for its clients:
- Advising the fund or company management group how to best position its product for the institutional market
- Assisting the management group in developing and portraying its investment track record in the most compelling form for institutional investors
- Assisting in developing the optimal sales document in the form of the private placement memorandum
- Helping create a highly effective road show sales presentation for use by the managers
- Advising the management team to develop the most persuasive oral sales presentation
- Instructing the management team on likely investor issues and concerns and advising on appropriate responses to those concerns
- Advising management on market terms
- Developing an institutional marketing plan to maximize partnership and equity sales
- Positioning management's presentation for, and introducing management to, the leading private equity groups on Wall Street if management is interested in pursuing a relationship with a fund agent.
- Assisting the management team with investor requests and consultant questionnaires
- Negotiating directly with investors or assisting management in the negotiations with investors regarding terms and legal documentation.
- Assisting in all aspects of the closing process
