Kalorama Capital advises clients as to the most effective structure and marketing approach for a successful offering. In addition, we are prepared to serve clients from post-closing to the next fund-raise by providing investor relations and continued marketing assistance.

These services may include:

  • Performing a pre-offering market survey to assess interest level
  • Developing a campaign, marketing strategy and organizational plan through final close
  • Advising on fund structure and approach
  • Assisting in the drafting of the Private Placement Memorandum, PowerPoint presentation and marketing materials
  • Preparing due diligence materials
  • Continuing to represent the client between offerings by providing interim market insight and serving as their outsourced investor relations staff

Kalorama Capital primarily assists clients in capital raises for alternative investment funds.  Nonetheless, we also have the in-depth background to create debt structures and liquidity facilities.

Services include:

  • Assisting the client in the preparation of the Private Placement Memorandum, PowerPoint slides and Term Sheets
  • Identifying, introducing, and negotiating with institutional investors abroad and in the United States
  • Participating in the preparation of due diligence materials
  • Negotiating a term sheet and final structure
  • Managing the settlement process and the post-closing investor communication