For firms two to three years in, whose thesis has matured well past what the public and their LPs are still aware of.
NICHE LEADER CONTEXT
/ 01 WHO IS THIS FOR?
You closed your first raise a few years ago with a thesis that's since been tested by reality. Some bets worked. Some founders didn't. Some deals got written off. What you have now isn't the thesis you started with, it's a sharper, truer one, shaped by what actually happened in the market. This package is for firms at that exact point: past the early risk, carrying real lessons, and about to step into public view for the first time with a position that's actually earned.
/ 02 TYPICAL CRITERIA
Two to three years post first raise or formation
$20M+ AUM, with a thesis that's matured through real portfolio experience, not just the original pitch
An established base of paying clients or LPs (roughly 10 to 12)
No formal brand or website reflecting where the firm actually stands today
Ready to publicly commit to a specific corner of the market
/ 03 WHAT'S INCLUDED
Research and strategy phase: understanding your ideal client/LP profile and mapping the right distribution path for this stage
Full brand identity and website, built around your current position, not your starting one
Support managing the public transition itself, so existing relationships aren't disrupted while new ones are being built
A defined distribution approach for this stage, and a partnership to begin executing it
/04
This transition carries real risk. Getting it wrong can cost you the trust you've already built. It takes people with real context in this space, and the willingness to actually care about getting it right, to help you make this move without setting yourself back.
O4 FREQUENTLY ASKED QUESTIONS
We already have some brand assets. Do we need to start over?
Why does this matter now if we've been fine without it so far?
What if our thesis is still evolving?
How involved do we need to be in this process?