Capital Formation
Align the opportunity with the right capital.
Tiger Water Global advises on fund development, fundraising strategy and institutional capital engagement for investment funds, SPVs and complex initiatives. Mandates can include investor positioning, equity and debt strategy, investor mapping and coordination with placement agents and specialist advisers.
Start with the initiative
Capital strategy begins with a clear view of the opportunity: what is being built, how much capital is needed, where it will be deployed and which decisions depend on financing. We work with your team to clarify these questions before approaching potential capital partners.
What the mandate covers
Responsibilities are defined around the stage of the fund or initiative. Depending on the agreed scope, our work can cover:
Fund development
Clarify the investment proposition, vehicle objectives and platform requirements with the principals and their specialist advisers.
Fundraising strategy
Define the capital target, investor criteria, sequencing and milestones for the agreed fundraising process.
Investor positioning
Develop the investment narrative and priorities for investor materials, supported by information and evidence from the client team.
Institutional engagement
Identify relevant capital partners and coordinate agreed introductions, discussions and follow through with the client team and placement agent.
The engagement defines who leads each workstream, what is delivered and how progress is reviewed. Investment decisions remain with the relevant principals and investors; legal, tax and placement responsibilities remain with the appointed specialists.
Capital formation and positioning
The mandate can cover capital strategy, fund architecture, SPV design, investor positioning and partnership development. The work aligns the investment narrative, proposed structure and stakeholder relationships so prospective capital partners can understand the opportunity and its requirements.
Financing alternatives and relationships
Different initiatives may call for different combinations of investors, lenders and commercial partners. We help teams evaluate financing alternatives, coordinate relevant relationships and assemble the specialist capabilities needed to assess a proposed structure.
Sovereign and institutional capital
Sovereign and institutional engagement begins with a clear mandate: who is represented, the investment objectives and the decisions to be advanced. Our capital strategy offering can include investment positioning, assessment of potential capital partners and coordination with specialist advisers. Scope and responsibilities are agreed for each engagement.
Coordination with leadership and specialist advisers
Tiger Water Global advises leadership and coordinates with placement agents, legal counsel and other specialist advisers. The scope and responsibilities are agreed for each mandate. Our role is to improve the strategy, relationships and coordination around a capital process; we do not manage client assets or operate a fund.
Define the mandate
An initial conversation should establish the initiative’s scale, current stage, capital requirements, existing partners and the key decisions ahead. A capital formation mandate may combine a retainer with outcome-aligned compensation under agreed terms. Financing outcomes depend on the opportunity, diligence and the decisions of prospective capital partners.
What a mandate can produce
A clear capital strategy and process.
Depending on the agreed scope, work can include:
- A view of capital requirements and financing alternatives
- Investor positioning and priorities for discussion materials
- Criteria for relevant capital partners and a coordinated process
Deliverables, responsibilities, timing and commercial terms are defined before work begins.
Discuss your initiative.
Start with a non-confidential overview of the opportunity, its scale and the decisions ahead.
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