Hedge Funds

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Industry Overview

Pro Business Plans has worked with many companies in the hedge fund industry from companies trading equities and derivatives to fixed income and emerging markets. It has worked with top banks, as well as smaller hedge funds with algorithmic trading models and quantitative strategies to prepare plans to raise investment and for internal planning and analysis.

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Investor Materials

Developing business plans to help hedge funds commit more capital with pitch decks and business plans for investors.

Financial Projections / Valuation

Creating custom financial models for capital at risk, estimated return range based on historical data, and operating overhead.

Strategic Planning

Collaborating with hedge fund managers to establish new trade desks, research, and present new strategies and operations.

Case Studies

SBA Bank Loans     Venture/PE Capital     Strategic Planning

A quant fund was seeking to commit more capital to their fund and needed a business plan to provide investors. Pro Business Plans conveyed their strategy, fund managers, and historical returns for investors.

A fund trading on social sentiment was needing a plan to present to potential partners and internally plan its operation. Pro Business Plans assisted with a pitch deck and financial model for the fund.

An existing trading company was seeking to establish an emerging markets desk and needed to plan its internal operations and financial projections. Pro Business Plans worked with management to build a deck.

Sector Experience

  • Fixed income
  • Derivatives
  • Equities
  • Foreign & domestic markets

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Pro Business Plans is a team of professional researchers, writers, designers, and financial
analysts. Speak with an advisor today.


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