Investao Limited > For Asset Managers in China

Placement Service

TAO OF ALPHA

Our Approach

Partnership with China's top asset managers

Driven to pursue sustainable investment returns, we are committed to value investment that requires a long-term evaluation and monitoring. We partner with high quality fund managers in China and co-create a fund-raising result beyond a single vintage.

Limited number of mandates

As a team, InvesTAO is committed to serve each individual client. With prudence and diligence, we handpick a limited number of high quality mandates to ensure a full provision of service and our undiluted attention to clients, while maximizing investors return.

Synergy with investors

.We are the eyes and ears for our investors in China and a value-adding partner to help accessing a diverse range of strategies through our selection of funds. We meet our investors’ demand with tailored solutions exploring both primary and secondary markets, onshore or offshore China. We share the pulse of China’s development with our investors.

Process

Pre-Marketing

• Conduct thorough due diligence; investors know they can trust our work
• Advise on structure to achieve attractive terms for both fund manager clients and investors
• Assist in preparation of convincing marketing materials and a comprehensive due diligence package
• Identify, qualify and prioritize investors
• Develop and perfect a bespoke marketing strategy for each client

Fund Raising

• Engage investors and consultants to facilitate productive interactions with our fund manager clients. Secure meetings and coordinate roadshows; seeking compelling ways to add value through investor interactions
• Follow-up with investors, keeping them updated and engaged, and assist with due diligence
• Provide frequent marketing updates to our fund manager clients
• Deliver investor commitments and guide through closings

During the live of funded investment

• Hold post-mortem on lessons learnt during the fundraising process
• Provide ongoing client updates to our network of investors
• Continue to develop our clients’ brand in the market, taking full advantage of opportunities to get them in front of investors
• Advise clients on positioning for their next fundraise

Investor Base

Family Offices

Consultants

Corporate Pension Funds

Endowment Funds

Financial Institutions

Insurance Companies

Public Pension Funds

Sovereign Wealth Funds