Investment Funds

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Industry Overview

Pro Business Plans has worked with many Alternative Asset GPs during their first fund and beyond to prepare marketing materials and private placements.

With its combined expertise working to structure and prepare marketing materials for Real Estate, M&A Rollup, Debt, and Buyout Funds, it delivers sector expertise combined with institutional grade offering materials.

your success is our passion

Sector Experience

Private Equity

Presentations and prospectus for new and evergreen funds across Private Equity including LBOs, Rollups, Turnaround & Restructurings, and more with experience across 10 + fund structures and industry verticals.

Real Estate

Private REITs and debt raises across Mixed Use, Commercial, and Residential funds with experience across Core, Core +, and Opportunistic investment strategies.

Debt Funds

Experience across a range of debt funds and instruments including Business and Consumer Loans or Real Estate financing. Materials for both fixed lines of credit, participation and traditional fund structures.

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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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