Case Study 01

Launching a Private Credit Fund 
Fractional Strategy & Operations Support

Context
A new private credit fund was preparing to launch and needed to quickly establish credibility with institutional investors. The partners had deep investment expertise, but limited time to build the operational infrastructure and investor-facing materials required for a successful raise.

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Fractional Engagement
Our team joined in a fractional capacity to provide flexible support across strategy, operations, and investor relations. Our role spanned everything from setting up the operational backbone to ensuring external materials projected professionalism and clarity.

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Key Contributions

• Organized and provisioned a secure investor data room for diligence.

• Implemented a CRM to track investor outreach, pipeline, and communications.

• Coordinated with counsel on formation, governance, and compliance.

• Oversaw bank account setup and fund administrator onboarding.

• Drafted and structured due diligence questionnaires for prospective LPs.

• Directed brand development, website launch, and investor collateral.

Impact
Within months, the fund was positioned to launch with a professional foundation. The partners could devote their energy to investment and fundraising, confident that operations and investor-facing processes were moving forward in parallel. The result was a credible platform that inspired confidence from the first interaction.

Preparing a Founder for Investor Conversations
Fractional Strategy & Execution Support

Context
An experienced operator was preparing to launch a new platform and needed to sharpen his thesis for early advisors and potential investors. He had deep industry knowledge, but required support to distill the vision into compelling materials and to establish the structure for disciplined execution.

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Fractional Engagement
In a fractional strategy and operations role, we partnered with the founder to shape the business narrative, define governance and cadence, and produce professional materials aligned with investor expectations. Our involvement extended beyond presentation building to include setting up tools and processes that would carry the platform forward.

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Key Contributions

• Built an investor-ready discussion deck articulating the thesis, model, and execution plan.

• Designed standardized templates for evaluating opportunities and engaging external stakeholders.

• Translated founder vision into a clear, professional narrative tailored to investor priorities.

• Established an early framework for diligence management, pipeline tracking, and operational cadence.

Impact
The founder entered investor discussions with confidence, backed by polished materials and a credible roadmap. With fractional support in place, he was free to focus on building relationships and sourcing opportunities, while knowing that structure and execution would continue to advance in parallel.