Services / Advisory & Consulting
Advisory & Consulting
Advisory & Consulting
Positioning, structuring, operations, efficiency. The work that happens before, during and around a raise.
Advisory & Consulting
Capital raising gets the meetings. But what happens before, during, and around the raise is often what determines whether capital actually moves.
We advise managers and institutional investors across every area that surrounds the investment and business-building process. Positioning, structuring, operations, efficiency.
For managers, that might mean translating a strategy into language that gets through an investment committee. Structuring a managed account arrangement. Building the operational infrastructure to support institutional capital.
Who This Is For
Managers preparing to raise, already in market, or building their business. Institutional investors looking for independent advisory on emerging manager allocation.
There is no AUM floor here. We occasionally work with sub-$50M managers on advisory mandates, and if you are pre-launch and still building the institutional-ready pack, this is the right place to start rather than a placement mandate.
What’s Included
- Marketing strategy, messaging, and investor-facing materials
- Presentation coaching and messaging alignment
- Managed account and SMA structuring, negotiation, and platform coordination
- Operational and legal coordination with prime brokers
- Business infrastructure and operational readiness
- AI workflow design and productivity systems
- Meeting preparation, investor communications, and reporting workflows
Three workstreams
How the work divides up
01
Positioning & investor materials
- Marketing strategy, messaging, and investor-facing materials
- Presentation coaching and messaging alignment
02
Structure & operations
- Managed account and SMA structuring, negotiation, and platform coordination
- Operational and legal coordination with prime brokers
- Business infrastructure and operational readiness
03
Efficiency & systems
- AI workflow design and productivity systems
- Meeting preparation, investor communications, and reporting workflows
Managed accounts are a core focus
They are increasingly the first allocation structure institutional investors prefer. Cláudia has deep experience structuring, negotiating, and positioning SMA arrangements across multiple platforms and prime brokers.
Efficiency as an edge
Small managers need to be lean. Every hour spent on a task that could be automated is an hour not spent on performance, investor conversations, or building the business. We help managers build workflows using AI and productivity tools that save 20 to 30 hours a week.
Questions
Before you ask
What is your commercial model for advisory work?
Project-based pricing, scoped per phase. We do not take equity and we do not work on pure contingency. Capital raising mandates are priced separately, on retainer plus success fee.
What does the paid consultation include?
A focused strategy session reviewing your materials, positioning, target allocator universe, and go-to-market plan. Choose 30 minutes, 60 minutes, or a 75-minute session for a group of two to four. You walk away with a written summary and a prioritised action list. Useful for managers who want expert eyes before deciding on a full engagement.
Can advisory lead into a capital raising mandate?
Often, yes. Advisory is frequently the right first step for managers who are pre-launch or still assembling the institutional-ready pack. It is not a prerequisite, and taking advisory does not commit either side to a placement mandate.
Do you work with US-based managers?
Vibe works with managers based globally. The strategy fit is more important than the geographical location of the manager.
Do you advise allocators as well as managers?
Yes. Institutional investors looking for independent advisory on emerging manager allocation are a core part of this practice.
Work Out What You Actually Need
A strategy session is the cheapest way to find out. Bring your materials and your current plan, and leave with a written summary and a prioritised action list.
Book a Strategy Session