Commercial Real Estate & Renewables Fund
- ClientReal assets & renewables groupSectorReal Assets & EnergyYear2023
A diversified group with $250M+ under management had two $100M funds to explain to US, Chinese, family-office and distribution-partner investors.
Two specialized funds, several investor audiences
The group managed more than $250 million and was marketing two specialized funds: $100 million in commercial real estate and $100 million in renewables. Each had its own investment case, and the audiences ranged from US high-net-worth investors and family offices to Chinese investors and distribution partners. Both funds had to be clear to each audience without losing the group’s own story.
Investor materials for two $100M funds that contributed to $20M raised.
Positioning, investor materials, IR campaigns
Sirotin Ventures worked alongside the CEO on the group’s positioning, then rebuilt the investor materials: the fund pitch decks, case studies drawn from the group’s completed multi-million-dollar projects, and the supporting documents. One group narrative framed the materials; each fund kept its own investment case. The same material fed investor-relations campaigns reaching family offices, Chinese investors and distribution partners.
The engagement contributed to $20 million raised for fund growth, as reported for the engagement. The raise is the client’s outcome; the positioning, materials and campaigns were the work that supported it.
Both funds remain under active marketing with the refreshed positioning, materials and outreach, so final totals are not yet known.
