Tearing down the wall
29.10.2024 – Articles
Unlocking the operational constraints of raising non-institutional capital and managing liquidity requirements.
As fundraising challenges persist, raising capital from retail investors, high net worths and private wealth becomes more pressing. While investor relations teams might be chomping at the bit to open up funds to these investors, from an operational perspective, the struggle is real.
Here we break down some of the major hurdles to consider and overcome in order to successfully raise from, and crucially serve, non-institutional investors.
First things first
To start building a retail strategy and to better understand the regulatory and reporting requirements, here are the first questions that need answering: