Potential LPs List
Request and Guidelines Provided
- The client asked TresVista to assist them in identifying potential investors for their new Secondaries fund
- TresVista initiated with identifying 20 comparable LP funds in the last 2 years and leveraged Preqin to source the details of their investors – Entity name, investor type, geography, investment amount, etc.
- Lastly, the TresVista team screened the list for frequent Secondaries investors (who had invested across multiple GPs) as well as their final commitment size to shortlist the ones which would be suitable as per the client’s criteria
Final Deliverable and Value-add
- Discuss investor criteria with the client as well as the level of information required for this exercise; for example, contact details of key persons, investor type, preferred strategy, geography, etc.
- Pull a list of potential and strategic buyers from Preqin as well as secondary research
Screen the list to select investors and made updates after multiple meetings with the Deal Sourcing team - Source contact information for the key professionals (MDs/Directors), based on our final discussion with the client
Methodology
