Pricing
Engagement Options
Every engagement is tailored to the needs of the investment manager. All work is performed on a fixed-fee basis. ViktoriAi does not provide investment management, capital raising, or placement agent services, and does not accept compensation tied to assets raised.
Institutional Readiness Audit
A comprehensive review of your firm's institutional readiness with detailed recommendations for improvement.
Ideal for: Managers preparing for institutional due diligence or seeking an independent assessment before investing in new materials.
- Review of current investor materials
- Website assessment
- Positioning analysis
- Messaging review
- Institutional readiness assessment
- Written recommendations and action plan
- 90-minute strategy session
Core Investor Materials
Development of the core documents expected during institutional due diligence.
Ideal for: Emerging managers building professional investor materials for the first time or replacing outdated documents.
- Institutional Presentation
- Firm DDQ
- Investment Strategy DDQ
- Executive Summary / Tear Sheet
- Messaging refinement
- Two rounds of revisions
Institutional Positioning Program
A comprehensive institutional positioning engagement designed to transform how your firm is presented to sophisticated investors.
Deliverable: A fully integrated institutional presentation of your investment business across all investor-facing materials.
- Institutional positioning strategy
- Complete website review and recommendations
- Website content development
- Comprehensive messaging framework
- Brand positioning refinement
- Institutional communications framework
- Ongoing revisions throughout the engagement
- Final implementation support
Strategic Advisory Partnership
For founders seeking ongoing strategic guidance from a former hedge fund founder who has built and operated an institutional investment business — not simply a consultant producing documents.
This engagement is reserved for a limited number of investment managers each year and is customized to each firm's objectives, stage of growth, and institutional ambitions.
- Ongoing strategic advisory for the Founder and CIO
- Regular strategy sessions
- Continuous refinement of positioning and messaging
- Ongoing updates to presentations, DDQs, tear sheets, and website content
- Review of investor communications before distribution (client approves and sends all communications)
- Preparation and rehearsal for allocator meetings and due diligence discussions (I do not attend or participate in investor meetings)
- Post-meeting debriefs and strategic recommendations
- Guidance on institutional best practices
- Review of major business initiatives and announcements
- Priority access and response
- Unlimited revisions to materials developed during the engagement
- All investor-facing communication and meetings remain exclusively with the client
How Engagements Work
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