Client Overview and Challenge

Client: A global private equity advisory firm with a 25-year track record in Israel, focusing on control buyout investments across Tech, Services, Healthcare, and Internet/Consumer sectors.

Challenge: The client needed to raise $500 million for their latest mid-market PE fund, targeting Israeli-related investments. With a highly competitive fundraising environment, they sought to raise $85 million as part of the larger $600 million fund. The challenge was to quickly connect with top-tier investors and secure these commitments efficiently.

Our Approach and Solution

We employed a targeted approach using advanced analytics and databases to identify and engage potential investors. By crafting a tailored pitch and utilizing AI-driven CRM systems, we streamlined investor engagement and accelerated capital commitments. This strategy allowed us to rapidly iterate based on investor feedback, ensuring a precise match between the fund's objectives and investor interests.

Results and Impact

We successfully raised $85 million for the client, contributing to the fund's total close of $600 million. Our focused efforts significantly shortened the fundraising timeline, enabling the client to exceed their initial target by $100 million.

Key Takeaway

This project demonstrates the power of a data-driven, targeted approach in competitive fundraising environments. Our ability to quickly align investor priorities with the fund's goals was key to the $85 million raised. If your firm is looking to accelerate capital raising, we can help you achieve similar success.