Expanding Your Capital Raising Opportunities
Why Consider the Retail Channel?
Emerging companies generally self-fund or rely on friends and family to raise the necessary capital. However, scaling a business often requires more capital than those sources can provide. Some companies may choose to raise money directly from accredited investors, while others want to explore opportunities in the retail channel. Raising capital through independent broker-dealers and RIAs can provide a vehicle to drive substantial revenue over time. The process is complex and relationship-dependent, so having SGS guide you helps ensure you enter the market with long-term success in mind. If you opt to raise money directly with accredited investors, we can develop a strategy for that as well.
Reaching Many Through One
When you work through a broker-dealer or RIA, you have access to their advisors and investors, which significantly expands your reach through one point of contact. However, entering this channel can be expensive, and growing your brand takes time. This is why it's important to have SGS help you design a compelling product structure, develop marketing and sales strategies, and build investor relations processes.
Let SGS Guide You
We assist companies that want to become alternative asset managers in the retail broker-dealer and RIA channels, saving them time and money. Making a good first impression is crucial, and navigating the process independently can be expensive and time-consuming.
SGS works with you to create a distribution strategy that aligns with your firm's vision and culture and then implements that strategy. We serve as your main point of contact for all relationships and activities related to entering and expanding your brand in the retail channel. By leveraging our experience and connections, you can make significant strides in establishing a long-term source of capital while concentrating on what you do best: developing appealing product offerings for investors.
Explore Engagement Options
Launch
Formulating & Executing a Launch Plan
for Companies Not Yet in the Industry
"For companies considering entering the industry, we work with you to develop a strategy for market entry. This involves understanding the competitive landscape, structuring your offering to attract interest, and avoiding common mistakes. We can help you gain efficiencies by leveraging our relationships and position your brand and product offering for success."
Calibrate
Fine Tuning Operations for
Early Stage Sponsors
"For sponsors who have already joined the channel, we can optimize the processes and services you have in place. By evaluating your product structure, marketing and sales strategies, business operations, investor relations, and team structure, we can make recommendations to improve and enhance your product sales and support services. Our goal is to help you increase your exposure and gain additional traction within your selling syndicate."
Refine
Ongoing Support
When our initial engagement ends, our commitment to your success continues! We can schedule monthly, quarterly, or annual check-ins to discuss opportunities and challenges to help you stay on track.