EXPANDING YOUR INVESTMENT UNIVERSE
OCP Capital serves as a unique platform connecting today’s top fund managers with institutional investors around the globe.
CAPITAL RAISING OPTIMIZATION
Our firm is able to achieve operational excellence through a series of analysis, due diligence and lead capture. Through these systems we’re able to maximize our client’s fundraising capabilities and best serve the interests of institutions.
OCP Capital is committed to serving its clients to the highest level of ethical and regulatory standards. Our principles have helped us create long standing relationships with fund managers and institutional investors.
Our firm has deep sector knowledge and decades of experience among many asset classes. Our management’s advice remains an unrivaled industry standard, while offering flexibility that comes with a private placement agent.
Our main guiding principal is a full commitment to the success of our clients. We take great care to ensure that the few fundraising mandates we do take on are met with the highest quality service the industry offers.
OCP stays ahead of the pack utilizing the latest in cloud-based technology. Our constantly growing data-house ensures that our clients never hit a wall towards their fundraising goals.
.UPDATING THE PROCESS OF TRADITIONAL CAPITAL RAISING
OCP is able to achieve tangible results by combining the best elements of both third-party placement agents and in-house marketing while minimizing the disadvantages of both.
|IN HOUSE MARKETING||THIRD-PARTY PLACEMENT AGENCY|
|ADVANTAGES||– In-sync with firm’s strategies|
– Control over the brand and narrative
– Intimate relationship with investors
|– Lower fixed costs|
– Greater marketing initiative
– Larger feedback/ tailored marketing data
– Variable resource over time
|DISADVANTAGES||– High fixed cost|
– Limited Marketing scope/activity
– Limited Feedback
– Static resource over time
|– Less synergy with the firm and its strategies|
– Less control of the brand and marketing narrative
– Less intimate manager/ investor relationship
Prospecting: Create targeted lists, prioritize leads
Marketing: Email reach-out and call campaigns to canvassed cities. Organize roadshow, conferences and events
In the current institutional investing environment, simple marketing services are not enough to complete a fundraise.
Campaign Creation: Create the marketing campaign, write initial narratives based on investor geography and institution. Create investor canvases based on state and country.
System Operations and Communication: Create and maintain systems of client exposure. Establish a relationship of transparency with the client, prepare documents and analytics to view.
Client Relationship Management: Populate our database with prospective clients and all relevant information. Structure and optimize campaign from the data received, begin moving forward with the right contacts.
OCP Capital has consistently hit fundraising targets by utilizing the latest in target marketing technology, as well as rigorous preparation in development stages.
OCP Capital LLC is a New York headquartered firm providing investment funds and direct investments marketing services to institutional investors.
OCP Capital LLC is registered with The Securities and Exchange Commission (SEC) and The Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).
OCP Capital LLC is qualified as an exempt international broker dealer in the Canadian provinces of Ontario, Quebec and Alberta for the purposes of private placements.