Services

Is proposal completion a constant balancing act?

Are your analysts and portfolio managers being stretched thin by taking on proposals?

Are you constantly trying to dig up the most recent responses?

Are you under pressure to complete more mandates?

Do you feel like a dedicated proposal manager could give you a greater competitive advantage?

Does your budget prevent you from hiring a full-time internal resource?

Do you want time to vet a proposal partner before making a permanent hiring decision?

We Can Help With

Proposal Coordination

We match you with experienced professionals who have worked across asset classes, strategies, and fund structures—and have the ability to run point on all aspects of the proposal process. This means coordinating the process and working seamlessly with other team members, SMEs, and existing resources to successfully take the RFP from start to submission.

Proposal Content Creation

Our professionals are well-versed in crafting new content, revising existing content, analyzing data, and working with cross-functional teams firmwide to complete RFPs, DDQs, and other related content. These professionals act as an embedded extension of the team.

Proposal Database Management

We have specific professionals with deep expertise in the implementation, organization, and oversight of proposal databases—including RocketDocs/PMAPS, RFPIO, Loopio, and Qvidian. These professionals can also train asset management teams on how to use and optimize their system of choice, and administer the database going forward.