Ashton Global Elite Access Program Presentation
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The Ashton Global Elite Access Program is designed to support emerging managers in scaling their assets under management by providing access to a network of over 3,500 institutional investors, family offices, and impact investors. Participants receive tailored introductions, video content opportunities, and various investment workshops to engage with potential capital providers. The program is ideal for managers with niche strategies who have formed a fund and are looking to secure institutional limited partners and increase their visibility.
Ashton Global Elite Access Program Presentation
- 2. AshtonGlobalistheWorld'sLeading EmergingManagerPlatform 600+ $9bn $8.2m Emerging Managers Cumulative Funding Requests Average Funding Received
- 5. Connect with more than 200 family offices and more than 300 impact investors ready to invest in niche emerging managers 500+ Increase Your Access to LPs by 100X The program is tailored to meet the unique needs of managers at different stages of their journey. We provide access to capital providers and facilitate introductions based on the manager's profile and strategy. You'll have the opportunity to deliver 12 curated video segments to Institutional Investor's 3,500+ subscribers, one of the industry's most respected publications. 3,500+ 5
- 6. EliteAccessversusStandardAccess • The Core Platform – A First Look for Capital Providers (100% free for emerging managers) Elite Access Institutional Investor Magazine 3,500+ subscribers Elite Access Impact-Focused Capital Providers 300+ allocators Elite Access Texas Multi-Family Office 200+ allocators Standard Access Ashton Global Core Allocators • • Managers who apply to Ashton Global must first go through the core platform, which is free. This platform is the foundation of our program and allows managers to be evaluated by our "first-look" capital providers. These providers are investors actively seeking emerging managers and are given exclusive access to review the profiles of all managers who apply. 6
- 7. Ashton Global Elite Access Emerging Managers Public Equity Private Equity Fixed Income Private Credit Special Situations Real Estate Whoisthebestfitfor AshtonGlobalEliteAccess? • • • The Elite Access Program is ideal for emerging managers who have already formed a fund and are seeking to secure institutional LPs. If you are targeting a first-close or looking to scale your AUM, this program offers increased exposure and curated introductions to help drive your growth and success. We especially encourage managers with niche strategies in private/public equity, fixed income, special situations, and alternative investments to apply. Capital Providers Family Offices Hedge Funds Foundations Endowments Funds of Funds Impact Investors 7
- 8. TexasFamilyOffices • • • • The Ashton Global Elite Access Program offers additional investor exposure through a strategic partnership with a multi-family office that connects managers to over 200 Texas-based family offices. These family offices represent a substantial source of capital, mainly for managers focused on impact investing, innovation, or growth-oriented strategies. This partnership is designed to help managers build relationships with family offices that are capital providers and long-term strategic partners. By accessing this network, you can secure commitments to help them grow their funds and achieve long-term success. 8
- 9. • • • The second critical partnership within the Elite Access Program is with IADEI (Institutional Allocators for Diversity, Equity, and Inclusion). This collaboration gives managers access to over 300 of the most prominent pensions, foundations, and family offices. IADEI is known for its focus on diversity and impact investing. It is an ideal platform for managers looking to align their strategies with socially responsible and ESG (Environmental, Social, and Governance) goals. Through this partnership, you can engage with institutional investors actively seeking to support diverse and emerging talent. Accessto300+Impact- FocusedInvestors 9
- 10. • • • • The Elite Access Program includes direct access to family offices and a partnership with Institutional Investor magazine. This renowned publication gives managers a platform to deliver video content in various formats, giving them access to over 3,500 subscribers. This exposure helps managers showcase their expertise, strategies, and vision to a highly targeted audience of institutional investors, decision-makers, and industry allocators. Managers can use this platform to build their brand and attract investor attention through thought leadership videos, interviews, or presentations. InstitutionalInvestor Magazine–VideoContentfor 3,500+Subscribers 10
- 11. Investor Workshops offer an in-depth exploration of a manager’s unique strategy, allowing investors to gain valuable insights into their approach. These sessions highlight key differentiators, performance drivers, and future outlook, providing a platform to demonstrate expertise and build investor confidence. Virtual and in-person LP Dinners offer an intimate setting where managers can engage with key institutional LPs. These exclusive sessions foster candid conversations, allowing managers to present their strategies while building personal connections that can lead to long-term partnerships and capital commitments. Fireside Chats offers a relaxed yet insightful conversation with industry leaders and managers. These discussions delve into market trends, challenges, and opportunities, providing a platform for managers to share thought leadership and highlight how their strategies are positioned for success in today’s investment landscape. The Meet the Manager Series spotlights emerging managers, offering an engaging introduction to their background, investment philosophy, and vision. This format directly exposes investors, showcasing the manager’s story and setting the stage for meaningful connections with potential capital providers. InvestmentWorkshops MeettheManagerSeries FiresideChats LPDinners Deliverengagingcontenttosecureinvestments fromLPs 11
- 12. ManagerDevelopment AshtonGlobal EliteAccess You will be fully prepared for formal family office or institutional due diligence through our development sessions, covering presentation skills, improvement suggestions, and even body language techniques before your fundraising campaign begins. ExposuretoInstitutionalLPs Managers can seamlessly deliver video content to over 3,500 Institutional Investor magazine subscribers, enhancing your visibility. Additionally, two in-person regional events will enable managers to directly engage with institutional investors. ManagerIntroductionsandCallScheduling Emerging managers will seamlessly apply for funding with curated introductions from Ashton Global. We’ll even schedule calls directly on your calendar with family offices and potential LPs, streamlining your fundraising process. 4weeks Manager Strategy and Development WeekofJanuary13 Manager Orientation Interviews February8 Video Content Calendar Opens 12
- 13. InstitutionalInvestors byType 0% 20% 40% 60% 80% 100% FamilyOffices HedgeFunds PensionFunds Endowments SovereignWealth 34% 20% 19% 19% 2% NewLPsaddedtothe platformweekly • • • This week alone, Drexel University, Howard University, and a significant family office have signed on, adding to our growing network of influential investors. These prestigious institutions and family offices are actively seeking innovative managers. As part of the program, you’ll have direct access to decision-makers eager to deploy capital. The momentum is building—now is the perfect time to leverage our platform and secure your next round of funding! 13
- 14. AshtonGlobalDeliversHighROI More Efficient than Pitchbook, Placement Agents, or In-House Investor Relations CuratedIntroductions NoIntroductions E x p e n s i v e A f f o r d a b l e Ashton Global Placement Agents Popular Databases Investor Relations Employees • • • • • Cost-Effective Solution $10,000 investment vs. the six-figure costs of placement agents or in-house teams Direct connections to 200+ family offices, 300+ pensions and foundations Curated LP meetings and personalized investor exposure Maximizing ROI Databases provide leads but lack personal connections and curated opportunities. Elite Access delivers direct relationships, high-profile visibility, and tailored introductions. 14
- 15. Ashton Global played a vital role in helping us raise capital from a New York-based family office. Their expertise and network are amazing. Max Del Giglio Using Ashton Global's fintech platform has drastically reduced our time to find long- short hedge fund managers. A must-have tool for any family office. John Caruso Whatusersaresayingaboutourplatform General Partner, Slam Dunk Capital Managing Partner, Buttonwood Capital 15
- 16. FrequentlyAskedQuestions • • 1. What is the cost of the Ashton Global Elite Access Program? The enrollment fee for the Elite Access Program is $15,000 per year. For added flexibility, you can choose to pay in monthly installments of roughly $1,300. 2. What is included in the $15,000 Elite Access Program? The Elite Access Program provides exposure to three additional channels of capital: 200+ Texas-based family offices, 300+ prominent pensions, foundations, and family offices through our IADEI partnership, and access to Institutional Investor's 3,500+ subscribers via video content opportunities. You also receive full access to our family office database and to a host of AI tools to accelerate your fundraising. 3. Is there a free option available with Ashton Global? Yes! The core Ashton Global platform is free and allows capital providers to evaluate your profile as part of our "first-look" program. This provides an excellent entry point for early-stage exposure to investors without any upfront cost. 4. Why should I upgrade to the Elite Access Program? The Elite Access Program significantly enhances your visibility and investor reach. In addition to the core platform, you gain access to premium networks, curated video content opportunities, and strategic support to help you secure capital and build lasting relationships with institutional investors. 5. Can I choose how to pay for the Elite Access Program? Yes! We offer two convenient payment options: $15,000 prepaid annually (includes three additional months, for 15 total months of access) or $1,300 per month 6. How does the Elite Access Program help me raise capital? Through the Elite Access Program, you are connected to key investor networks such as family offices, pensions, and foundations and given opportunities to showcase your expertise to Institutional Investor's 3,500+ subscribers. This multi-channel approach increases your exposure, giving you the best chance to secure capital. You will also have access to almost 100 family office leads every month to contact directly and present your fund. 7. What is the timeline for the Elite Access Program? The next cohort of the Elite Access Program begins on January 13, 2025 and runs through December 31, 2025. Enrollment is open now, and once you join, you'll gain immediate access to our platform. The Elite Access features include regular strategy sessions, investor meetings, and video content opportunities scheduled throughout the program. 16