Our role is between the client and investor and includes, but is not limited to;
Strategic input into our clients business plans
Market insights
Negotiating terms with private client investors
Input into marketing materials and ‘pitch books’
Input into Private Placement Memoranda’s (PPMs)
Arranging and attending meetings between clients and investors
Exact terms of engagement are agreed with clients in placement agreements
We act for a diverse range of fund managers
Carion do not provide investment advice and operate for clients as niche independent private placement agents.