Fundraising Reference Packs – Part One: Who To Include (Or Exclude…)

Referencing is an important part of an LP's due diligence process, and all investment managers looking to raise a fund – whether it is their first or fifth – are well-advised to consider having a third-party reference pack prepared.

Quite apart from the time saving for potential LPs (which allows for quicker decision making and less time fundraising), a reference pack is a great way to bring your track record to life – and the value of this is immeasurable.

But what should the would-be fundraiser keep in mind when looking to have a reference pack prepared?

In this article, we look at content-related considerations to do with fundraising reference packs. A forthcoming piece will examine the process involved in having a reference pack prepared.