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 Professional Placement
We place experienced proposal professionals with our asset management partners on a long-term contract, contract-to-hire, or direct placement basis. These professionals have worked across asset classes, strategies, and fund structures—and we are strategic when matching them with the right partners.
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 extension of the team in contract-based cases.
Proposal Database Management
We have specific professionals with deep expertise in the implementation, organization, and oversight of proposal databases—including RocketDocs/PMAPS, RFPIO, Loopio, Qvidian, and Catapult HQ/Plan Tools, which acts as a strategic partner. These professionals can also train asset management teams on how to use and optimize their system of choice.
