Private Equity Funds

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Industry Overview

Pro Business Plans has worked with many private equity funds across varying AUMs to prepare materials for investment and private placement offerings.

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Investor Materials

Working with PE Funds to prepare pitch decks, business plans, and PPM filings for raising money from LPs.

Financial Projections

Modeling portfolio strategies to project key fund metrics such as IRR, TVPI, and DPI based on fund structure and investment thesis.


Collaboration with funds for introductions to administrators, institutional LPs, and accredited investors with our partnering broker-dealers.

Case Studies

Alternative Assets     M&A Rollups     Leveraged Buyouts

An M&A rollup fund was raising $100 M to acquire service companies in the United States and needed investment materials to attrack limited partners. Pro Business Plans collaborated with them to prepare the materials and built a financial model to forecast returns.

A PE Fund targeting distressed companies in the clean energy sector was seeking investment materials and a private placement to facilitate their offering. The team at Pro Business Plans prepared the investor kit and placement for their $40 M Fund II.

A PE Fund focused on growth stage financing was looking for additional accredited LPs to complement their institutional pool. Pro Business Plans worked with them to prepare and execute a strategy to target accredited investors with a 506(c).

Sector Experience

  • M&A & Rollups
  • Leveraged Buyouts
  • Growth Equity

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