Consulting Grows Assets

A consulting-based capital raising model that focuses on independent fundraising mandates and business development for asset management firms. The approach involves taking performance-based compensation and betting on oneself to raise institutional capital.

Key Points:

• Core Business Model:

  • Work with asset management firms lacking business development
  • Raise institutional capital on a consultant basis
  • Take performance-based compensation structures
  • Focus on health, wellness, and financial sectors

• Proven Success Example:

  • Started with Palisades Group at $2B AUM
  • Grew assets to $5B in two years
  • Raised two discretionary funds:
    • First fund: $35M
    • Second fund: $150M

• Entry Strategy:

  • Offer to work for free initially (3 months)
  • Prove value through results
  • Convert to formal business development role

• Revenue Streams:

  • Capital raising consulting fees
  • Advisory roles
  • Personal investments in deals
  • Brand partnerships
  • Additional mandates in health/wellness space

• Notable Achievement:

  • Successfully raised $50M for Life Biosciences with David Sinclair
  • Currently raising third discretionary fund for Palisades Group