The Journey from In-House Fund Marketer to Placement Agent

insights

2024-04-18

Meet Stacy—a seasoned in-house fund marketer at the top of her game, yet yearning for more. For over a decade, Stacy has excelled as an internal marketer for several alternative investment managers, raising substantial capital and mastering the intricacies of the process.

Despite her success and solid income, Stacy is frustrated by her lack of visibility into the relationship between the amount of money she raises, the performance of her manager and her economics.   Further, she wants to engage with investors across a wider range of investment opportunities, have more control over her efforts and build her own brand. 

Longing to expand her horizons and directly influence her outcomes, Stacy is drawn to the idea of launching her own placement agent business.

However, the path to independence is strewn with challenges—finding a strategic broker-dealer with robust infrastructure, sourcing/onboarding clients, finding collaboration partners and ramping up a full tech stack. Each hurdle requires careful consideration and strategy.

Fortunately, Stacy finds Stonehaven.  She sees that the firm’s a vertically integrated capital market operating system (broker dealer infrastructure + technology + data) and collaboration network (origination + distribution synergies) can help her transition smoothly from employee to entrepreneur and then build a robust business.

Does Stacy’s story resonate with you? Whether you’re considering starting your entrepreneurial journey or already running a thriving business, reach out to us.  Let Stonehaven help you launch, build and scale your placement agent or investment banking business on our cutting-edge platform.

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About Stonehaven, LLC

Stonehaven is a private capital markets FinTech operating system (technology + infrastructure + data) and collaboration network (origination + distribution) for investment bankers and placement agents (Affiliate Partners) to support companies and investors. Our next generation operating system supports the entire lifecycle of deals: sourcing, contracting, due diligence, identifying target investors/buyers, managing execution (robust CRM architecture), collaborating with other dealmakers, reporting and closing transactions. Our Affiliate Partners are active across all sectors of private capital markets: raising capital, executing M&A transactions and conducting secondaries.

May 06, 2024

Ashley Taylor Joins as Stonehaven’s Director of Partner Success

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Apr 30, 2024

Andrei Gheorghe of Ramana Capital, Joins Stonehaven’s Affiliate Platform.

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Apr 22, 2024

Adam Kneller of Capital Formation Partners, Joins Stonehaven’s Affiliate Platform.

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Apr 18, 2024

The Journey from In-House Fund Marketer to Placement Agent

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Apr 11, 2024

Brandon Crombeen of Greybrook Securities, Joins Stonehaven’s Affiliate Platform.

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Apr 08, 2024

Christian Wood, Managing Partner of Riverview Capital Partners, Joins Stonehaven’s Affiliate Platform

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Apr 08, 2024

Johnny Ruiz, Partner of Riverview Capital Partners, Joins Stonehaven’s Affiliate Platform

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Apr 02, 2024

John "Wally" Sullivan of Supper Island Capital, Joins Stonehaven’s Affiliate Platform

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Mar 28, 2024

Jack McGreal of McGreal Consulting Group, Joins Stonehaven’s Affiliate Platform

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Mar 13, 2024

Barry McCullough of Greybrook Securities, Joins Stonehaven’s Affiliate Platform.

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LATEST NEWS
  • May 06, 2024

    Ashley Taylor Joins as Stonehaven’s Director of Partner Success

    read more
  • Apr 30, 2024

    Andrei Gheorghe of Ramana Capital, Joins Stonehaven’s Affiliate Platform.

    read more
  • Apr 22, 2024

    Adam Kneller of Capital Formation Partners, Joins Stonehaven’s Affiliate Platform.

    read more
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