Captrio provides outsourced capital raising and placement services to best-in-class alternative investment hedge fund, private equity and alternative 40-Act (mutual fund) managers. Captrio combines proprietary software, CRM systems, tracking mechanisms and communication processes with existing sales networks and proprietary databases to raise visibility and secure seed and growth assets for our clients through various points of contact including: road shows, face-to-face meetings, conference calls, and web seminars. Captrio has become a market leading third party marketing firm through its commitment to innovation and excellence in raising capital.
proven track record: $1bil raised
Captrio founders have raised over $1 billion from the world’s most elite family offices, endowments, advisory, consultant and pension funds. Due in part to its stringent selection criteria coupled with its captive investor audience and proprietary marketing processes, Captrio has successfully raised capital for every manager identified and registered since the inception of the firm.
Captrio works with top emerging talent from the alternative space to identify, negotiate and secure Day One seed capital. Click here to learn more.
Captrio offers fund managers a streamlined approach to ramp assets from as small as $25mm through to $500mm. Click here to learn more.
Captrio has been a pioneer in raising assets in the Alternative Mutual Fund (AMF) / Alternative 40-Act Fund space. This segment is currently a Captrio strategic focus. Click here to learn more.
proprietary marketing innovations
Captrio has made significant financial and resource investments to build its proprietary marketing platform since inception to include the most up-to-date proprietary databases, updating and tracking software, customer relationship management software, communication software and systems and tools to aid complex selling and marketing efforts in a way that few other third party marketing firms can compare. With often vast numbers potential investors simultaneously in communication with Caprio for a specific mandate, managing the different stages of interaction, proposals, phone and live meetings, web seminars and road shows is highly complex. Only by leveraging the most sophisticated proprietary software, tools and resources can third party marketers like Captrio manage these complexities and at the same time be able to match mandates with investors most probably to invest.
partnership with leading diversified marketing firm
Captrio has a strategic partnership with an established 100+ employee diversified global business-to-business marketing firm with a 15 year history of client success. This partnership provides Captrio with access to comprehensive and integrated resources in the areas of phone, email, and SMS text call center support, direct mail fulfillment, along with full web marketing and public relations support departments. Working closely with the senior executive team of this diversified marketing firm, Captrio gains advantage for its clients by leveraging the expertise and talent of staff while at the same time gaining access to cutting-edge and constantly improved-upon technology and processes within the business-to-business marketing space.
Throughout our years of experience, Captrio has developed an extensive network of close relationships within the investor community. This valuable asset can be leveraged to produce often immediate results for fund managers who may otherwise not have access.
extensive proprietary databases
Unlike other third party marketers who often limit marketing efforts to a small handful of close relationships, Captrio augments efforts with broad-based reach outs to targeted investors often numbering beyond tens of thousands. Captrio’s proprietary databases, updating and tracking software, customer relationship software, communication software and systems ensures that each of our fund managers are introduced to the every possible and best matching candidate of investor most probable to invest in our fund manager client's fund – leaving no stone unturned.
Captrio's founders have a combined 20 years of experience marketing alternative funds to top institutions. With a successful track record of raising assets, Captrio has a deep understanding, both quantitatively through proprietary software, and qualitatively, of which investor targets will be likely to invest in a specific fund type, fund strategy as well as an understanding of which investor will invest in a fund manager at a particular stage of the overall growth and maturing process. Captrio has extensive relationships with investors who invest in smaller, newer funds as well as extensive relationships with others who invest at a later stage in the overall cycle. The ability to identify who fits where is one of Captrio’s proprietary advantages.
deep understanding of fund strategies
Being able to explain your strategy to investors in a language that they understand can only come from a deep understanding of the strategies themselves. Boasting educational backgrounds such as Wharton MBA specialized in Finance, Captrio founders understand the most complex strategies and can translate this message into palatable language for investors that generates results. Some of the strategies we have a deep understanding of and have placed capital for include: long/short all cap, long/short sector funds, volatility/option arbitrage, distressed credit, fixed income arbitrage, and more. In addition, Captrio regular tracks and monitors fund and segment trends to further deepen understanding.
top decile fund selection
Captrio tracks, interviews and speaks with hundreds of funds on an annual basis and only registers one or two non-competing complimentary funds to add to our portfolio of funds on an annual basis. Stringent fund selection criteria, including only engaging top decile performing fund mandates, has resulted in a strong reputation, attentive audience and successful track record of raising capital for every manager identified and registered since the inception of the firm. Captrio conducts extensive due diligence on all of the managers we represent and, in addition, utilizes a 3rd party provider to complete this process to ensure our investors are introduced to the best-in-pedigree with the strongest historical performance and best business practices in the business.
We do not represent more than one manager for any specific strategy type or asset class as our focus is to find the best managers within each segment to achieve a goal of capacity together with the manager. This policy is in support of our overall goal of fostering long-term, trust-based and fruitful relationships with our managers, on a segment-by-segment basis. Captrio customizes a one, two and five year plan template with every new relationship with a manager in support of this long-term goal.
no retainer fees
Captrio does not take retainer fees from any of its managers. Captrio is strictly compensated on a pay-for-performance model, thereby eliminating the financial risk to fund managers associated with retainers, putting Captrio in full financial alignment with fund managers and investors.
affiliate broker network
Captrio has affiliate brokers under its umbrella that provide additional reach to a sub-set of investors that is utilized on a case-by-case basis in accordance to the solution and overall plan with the manager.