BackStory Capital's Process
How We Support Your Funds
Our Process
From fund setup to distribution—our streamlined process gets your strategies to market quickly.
Leverage Our Strong Network: We partner with top broker-dealers to expand distribution, accelerate capital raising, ensure seamless subscriptions, compliance, and access to a wider investor base.
our process
Product Development
Our process starts by evaluating our partner’s needs and advising on fund structure. Our product team, composed of industry veterans with extensive expertise in investment product construction and management, then identifies the optimal structure and investment objectives. Once these are established, we collaborate with legal counsel to develop all the required offering materials.
Due Diligence
During this phase, our team offers consulting services for oversight, asset management, reporting, and best practices. At BackStory, we place the highest importance on the due diligence process to ensure thorough and informed decision-making.
Compliance
The BackStory team assists with FINRA Advertising submissions and reviews and stays current with regulatory shifts to remain in line with compliance best practices.
Marketing Services
We offer clients high-quality sales materials, investor presentations, fund updates, and detailed quarterly reports with insights as standard. Our detail-focused Marketing Services team excels at distributing this information to our partners.
Sales Education & Support
The BackStory team excels in sales support, helping our partners with product distribution both domestically and internationally. Additionally, we are allocating resources to strengthen educational initiatives, offering enhanced support to our partners' sales teams.
Client Relations
We maintain relationships with custodians, transfer agents, administrators, and sales reps to process subscriptions quickly and accurately. We also collaborate with investor relations to give clients easy access to tax forms, historical data and fund reports.
