Advisory for the areas that decide whether allocators say yes.

The institutional presentation and the executive summary. Built new, not edited around what already exists.

Presentation first, then the summary drawn from it, each through draft and revision before the next starts.

Monthly performance, current service-provider details, and your existing materials however rough.

A complete firm DDQ at institutional length, plus the two documents that appear on every operational checklist: the compliance manual and the cybersecurity policy. Once the firm DDQ exists, individual allocators who send their own questionnaire are a short job rather than a new one.

The DDQ first, since drafting it surfaces most of the gaps. Then we work through the answers you would rather not give and decide how to give them anyway.

Your operational history, your service providers, and candour about anything in the record that will need explaining. The compliance manual is prepared for your counsel to review and adopt.

The whole site built from scratch: structure, design, written content, and password-protected sections where investor material needs to sit behind a login. Hosting and domain stay in your name.

Last. The site should repeat what the positioning and the documents have already settled — building it first means building it twice.

The documents finished, or in progress. If you are keeping your existing site, I can write the content alone for your developer to implement — but content written to fit a site that already exists will follow that site's structure, not the positioning we settle on. Materials assembled at different times by different hands drift apart, and an allocator reading two of them notices before you do.

Unlimited access by phone, email, and message. No hourly billing, no meters running. One package: positioning, allocator relations, and the questions that come up in between. It also covers a read of the monthly letter and anything else going out to investors before it is sent — a second pair of eyes on what a sentence implies to someone deciding whether to stay.

You call before the decision. Minimum three months. I've made most of these calls myself, and I'll tell you what I'd do — including where I got it wrong.

Nothing scheduled. That's the point.

Research on the options, a written assessment of the trade-offs, and a straight recommendation — including, often enough, the recommendation to do nothing. I have made most of these decisions with my own capital at stake and got a fair number of them wrong the first time, which is the part most advisors leave out.

Whether a second share class would open the fund to investors your current return profile is quietly excluding. Whether an allocation is worth taking at all, once the structure behind the headline number is unpacked. Whether a third-party marketer will actually place you or simply bill you. What visibility is worth — which conferences, which databases, whether the PR spend earns its keep. And the hardest one: whether to launch a second product, restructure the one that is underperforming, or wind it down.

The constraints you are actually working under, including the ones you would rather not say out loud — those are usually the binding ones. I research, assess, and recommend. Every decision, and every conversation with a provider, stays with you.