Fundraising

Snowbridge’s fundraising program is geared towards exceeding client size and term objectives while sharpening market perception of client brands and increasing the value of long-term client franchises.

Our Process

Branding

We develop a “durable” narrative differentiating our client’s investing program, beginning with an intensive investment-level document review followed by meetings with transaction teams to ”fill in the gaps.” The resulting “common threads” analysis sharpens the client’s branding and ensures that investment team members are prepared for investor due diligence.

Marketing Collateral

A Snowbridge partner takes the lead in developing all of the marketing materials required to attract investors into the due diligence process as well as all of the supporting analysis and documents required to service solicitations. This includes optimizing the content of the online data room.

Marketing Plan

We create marketing plans by evaluating multiple investor attributes and prioritizing approaches to qualified investors in order to increase logistical efficiency while building momentum through multiple closings. We seek to exceed client fundraising targets while minimizing each client’s travel and resource requirement.

Marketing & Closing

Our distribution approach is highly advice-intensive. This begins with partner-client briefings prior to each investor interaction and continues with follow-ups based on the meeting’s outcome and feedback from investors. At each step, we remain focused on converting interest to subscriptions. We continually refine client messaging based on investor feedback and adjust our marketing plans throughout to optimize each client’s fundraising outcome.