Our Specialty
Evergreen Park Capital specializes in equity raises and advisory services for Emerging Managers and Independent Sponsors.
Our Strategy
PROCESS
Evergreen Park Capital implements a proven process with its clients to maximize the effectiveness of your raise.
The process begins before investor outreach and continues beyond the final close.
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PEOPLE
Every process is only as effective as the people implementing it. Your targeted equity raise will be backed by a full team of up to 150+ professionals focused on your successful final close.
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PLACEMENT
Our process and our people are ultimately focused on your successful placement.
Our goal is not just raising the capital, but finding the right LPs and GPs for your long-term objectives.
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Our Services
01. Advisory
Steps
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Discuss, review, set ideal terms.
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We can either create or enhance your tailored Investor Materials:
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Teasers
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Confidential Info Memorandums (CIMs)
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Introductory emails to LPs or GPs
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All are reviewed by our third-party compliance professionals
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02. Pre-Marketing
Steps
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Provide our Due Diligence Checklist and Virtual Data Room Checklist
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Discuss current Fundraising Market Intel
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Mock "Toughest Investor" Rehearsal
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Review investor messaging strategy: “deal positioning”, “your story”
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Create a 'Target Investor List' to identify and prioritize ideal investors..
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Create an ‘Excluded List’ so our team does not contact your current relationships.
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Discuss co-investment opportunities and strategies.
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Discuss fundraising targets, hard cap and potential over-subscription.
03. Capital Raising
Steps
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Introduce your raise to Stonehaven Affiliate Partners (APs) on Monthly Team Call.
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Present your raise to interested APs on our "Deep Dive" Call.
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Create an internal syndicate with Stonehaven APs.
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Contact 'Approved Target Investor List'.
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Schedule and Attend Investor Meetings
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Follow up on Investor Meetings
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Take and share notes with you post-meeting
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Act as a conduit between you and potential investors post-meeting.
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Coordinate Roadshows and Conferences and provide meeting and travel logistics
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Email Bi-Weekly Updates and review on a scheduled all with you and your team.
04. Closing
Steps
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Manage in-bound investor queries.
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Provide follow-up information to investors.
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Help coordinate the investor’s due diligence process with you.
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Continually engage investors throughout the Fundraising Process.
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Facilitate organized and productive closings.
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Provide guidance through closing.
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Prepare for post-closing strategies.
05. Post-Closing
Steps
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Hold Review Meetings with:
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Current LPs
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Current LPs who may re-up on a subsequent deal or fund
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Potential LPs who may invest in a subsequent deal or fund
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Provide ongoing client updates to our network of investors
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Continue to build brand recognition and reputation.
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Continue to build your relationships with investors.
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Provide ongoing advisory services to best position you for the next fundraise
Investments in private placements involve a high degree of risk and may result in a partial or total loss of your investment. Private placements are generally illiquid investments. Investors should consult with their investment, legal, and tax advisors regarding any private placement investment.
All members of Evergreen Park Capital, LLC are registered representatives and Securities offered through Stonehaven, LLC– Member FINRA/SIPC. Regulatory disclosures: Disclaimers & Risks, Privacy Policy and Form CRS.