About Harbor Oak Advisors

Our Edge

Deep experience across primary fundraising, co-investment capital raising, and GP seeding transactions

Long-standing relationships with senior, decision-making personnel across the institutional LP landscape

White glove service with a hands-on and highly customized approach to each mandate

Proven success with first-time funds and other emerging managers across strategies

Areas of Expertise

First-time funds, "spin-outs", and emerging managers

"Top-offs" for funds already in the market

GP seeding / anchor investors

Co-investment capital raising (either alongside a fund investment or on a standalone basis)

Services We Provide

Strategic positioning of clients vs. their peer group

Refinement of marketing materials and messaging to ensure best possible reception from the investor universe

Presentation / pitch coaching

Development of customized strategies for approaching the market including incentives to offer early-closer and "large-ticket" investors

Handling of all follow-up post investor meetings including Q&A, DDQs, etc.

Advice on negotiating LPA terms, etc. prior to closing

Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC. Harbor Oak Advisors, LLC and BA Securities, LLC are separate, unaffiliated entities.

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