The Incubator was created to act as a bridge between both emerging managers and Institutional Investors allowing the free flow of ideas, feedback and growth of the emerging manager segment. After spending thousands of hours analyzing the DNA of the world’s most successful incubators, accelerators, seeders and then those that were the least successful, we applied the nuances of the asset management industry and the Global Emerging Manager Incubator was born. Currently the Incubator is on track to become one of the most sought after ways for emerging managers to get exposure to investors.

We accept funds without an AUM on a case-by-case basis usually through recommendations, however we like to review every applications that comes through. We have Day 1 capital providers in our network of investors so we feel comfortable welcoming a high-potential opportunity if it makes sense and we can bring them value.

We look at funds who fit the following profile:

• You must be a hedge fund, private equity and/or venture capital firm. We know sometimes there are hybrids we look at those too.

• The management team must be based in the United States, Europe, Asia Pacific or Brazil, however if you are based outside of this region still apply because we do not want to miss out on great funds who may fall outside of those geographies.

• You must have assets less than USD$250 Million, if you are above that contact us and put it into the subject line as we are considering programs for funds that fall into the $250MM to $1Bn range.

Yes – we review every application in its entirety to ensure that the applicant would gain value from our program and that they are a high-potential manager.

Yes, please submit any documents relevant that will make the case for you being a high-potential firm such as your presentation/marketing documents, media interviews and even recommendations if you have them.

Given the growing volume of applications it may take days or it may take weeks. However, all applicants will be contacted around the week before the deadline.

In the first month or even 6-8 weeks, we really focus on outlining your goals and objectives for your business and organizing your unique Scorecard in order to outline the areas where you could use further development and highlight areas that are your strong suit.

A third party marketer – while a great option for many funds – isn’t usually an ideal option for emerging managers. Many times we’ve seen third party marketers charge very high retainer fees for unattractive results or they may try to control the flow of information between the fund and the end investor. Additionally, many third marketers do not take the time to actually help you build your business because third party marketers are typically sales-oriented people. While we know sales and capital raising are the cornerstone for growing your business, we take a much deeper approach to ensure your fund has reached the standard to which institutional investors require pre-investment. We know many third party marketers and believe in what they do, however this is not our business model.

It really varies on where you are in the process in terms of the quality of your operations, strategy and team preparedness. We want to ensure the first meeting you have with an investor is when you are truly ready. We anticipate most funds will require anywhere between 3-6 months at least before being introduced to an investor. If we see many funds are ready around the same time we will announce a “Pitch Day” by invitation-only where we invite institutional investors for you to meet offering you the chance pitch to them in person!

We review every application as a whole and while we know there will be overlap if your fund offers a truly unique value proposition there will be nuanced differences between you and your closest competitor. We do not favor one fund over the other. We believe in every fund we accept into this program. In presenting any Incubatee to an investor we look not only at the portfolio and trading strategy, but the team as well which will naturally differ.

We utilize a unique Scorecard, a proprietary tool developed by our firm, that is effectively your performance report across various categories. When you reach certain milestones you will be presented to investors to ensure that you are in the best position to be attractive for investment.

We are happy to report that they absolutely love and are intrigued by the program! Every single institutional investor from ones whose assets are less than USD$100MM to those with USD$300Bn+ are onboard with this program. We have spoken to investors of all sizes from California to NYC to London to Hong Kong to even Australia — all on the first call are immediately interested in partnering and reviewing our Incubatees.

Many love it so much that we have even received recommendations from them for potential Incubatees we should nurture, but we say everyone’s application will be reviewed individually for its potential. Many investors have already ask for recommendations from the applications we’ve already started to look at but we say wait for Pitch Day! We have not received a single rejection by any emerging manager-focused institutional investor to date!