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W3 Squared
Oakmount & Partners
THE BRIEF: Assist in the developement and launch of an offshore fund.
W3 Squared entrusted Whitehawk with a crucial task of assisting them in setting up their offshore fund. Our primary objective was to provide comprehensive support in drafting their pitch deck, segregated fund supplement, and fund construction.
We engaged in meticulous discussions and collaborative sessions with W3 Squared to understand their investment goals and strategies. Our team worked closely with them to develop a compelling pitch deck that effectively communicated their unique value proposition, investment approach, and potential returns to prospective investors.
Additionally, we assisted W3 Squared in designing a segregated fund supplement that adhered to industry regulations and guidelines, ensuring transparency and investor protection. This supplement provided essential details about the fund's structure, investment strategies, risk management practices, and potential benefits.
Furthermore, our expertise in fund construction enabled us to guide W3 Squared in developing a well-structured investment vehicle that aligned with their specific objectives and target market. We collaborated closely with their team to ensure optimal portfolio allocation, risk assessment, and performance analysis.
Our dedicated efforts aimed to support W3 Squared in successfully launching their offshore fund, enabling them to attract potential investors and achieve their financial objectives. By providing expert assistance in drafting their pitch deck, segregated fund supplement, and fund construction, we aimed to position W3 Squared as a reputable player in the offshore fund industry, while ensuring compliance with regulatory requirements.
Testimonial
Warren Wells CEO
W3 Squared Limited
“When we were looking for assistance in producing a pitch deck for our newly launched fund, we reached out to several companies. After meeting with the team at Whitehawk, we knew they were the right choice for us. Their personalised approach to working with clients was exactly what we needed.
Whitehawk took care of the writing and design of our offering documents, and the end result exceeded our expectations. Their in-depth knowledge of the market was instrumental in helping us better understand our target audience and identify and overcome potential barriers before embarking on our capital-raising efforts.
We were also impressed by the cost-effectiveness of their work, which was truly amazing, and the quality of their work was exceptional. Overall, we would highly recommend Whitehawk to anyone seeking professional, personalised, and high-quality assistance with their fundraising needs”.
Content Creation
In addition to our assistance with the offshore fund setup, we also undertook content creation for W3 Squared, developing engaging and informative materials to enhance their brand presence and communicate their expertise effectively.
Portfolio Construction
As part of our collaboration, we provided expertise in portfolio construction, working closely with W3 Squared to develop a well-balanced and diversified investment portfolio tailored to their specific objectives and risk appetite.
Pitchdeck Design
We created a concise and impactful 15-slide pitch deck for W3 Squared, effectively showcasing their value proposition, investment strategies, track record, and team expertise to captivate potential investors and generate interest in their opportunity.
