Who we serve
Hedge funds, private equity and venture firms, real estate sponsors, and established private companies — with particular focus on the managers traditional cap intro overlooks.
SeRuM provides capital introduction for hedge funds, private equity and venture capital firms, real estate sponsors and operators, and established private operating companies. We work with emerging and first-time managers as well as established firms — and emerging managers are where we add the most.
Ready to talk about your raise? We'll tell you quickly whether we can help.
Get in touchHedge funds
Emerging and established managers across long/short equity, credit, macro, quantitative and multi-strategy mandates, with particular attention to managers below the threshold at which prime brokerage capital introduction teams engage meaningfully.
This is the segment where the access problem is sharpest and best documented. Prime brokers earn from trading, financing and securities lending, so introduction support flows toward the funds that generate the most revenue. As compliance costs have risen, the major primes have concentrated further on larger funds — smaller and newer managers frequently struggle to be onboarded as clients at all.
Where we help most: managers with a credible track record and a clear edge who simply cannot get in front of allocators, and managers moving from a family-office LP base toward institutional capital.
Private equity & venture capital
First-time funds, team spin-outs, and established sponsors raising subsequent vintages, including managers seeking to broaden beyond an existing LP base into new investor types or new geographies.
Private equity was never well served by prime brokerage cap intro, because PE managers sit outside the prime brokerage relationship. GPs have historically relied on placement agents, their own IR teams, and industry conferences. Capital introduction sits between those: more targeted than a conference, less structurally heavy than a placement agent mandate.
Where we help most: spin-outs whose principals have strong attributable track records but no institutional relationships of their own, and managers whose Fund II or III needs an LP base broader than the friends-and-family that closed Fund I.
Real estate
Sponsors and operators raising for single assets, programmatic joint ventures, discretionary funds and recapitalisations across commercial, residential, industrial and specialty property.
Real estate capital raising has its own rhythm. Deal-by-deal syndication needs investors who can move on a specific timetable; discretionary fund raising looks more like private equity; programmatic JVs need a small number of institutional partners rather than a broad LP base. The right investor universe differs entirely between those three, and treating them as one is the most common mistake we see.
Where we help most: operators with a genuine track record in a specific asset type who need capital partners rather than a broad LP list, and sponsors moving from deal-by-deal syndication toward a discretionary vehicle.
Private operating companies
Established businesses raising growth equity, structured capital or minority stakes — founders and owners who need access to institutional and private investors without a placement agent's mandate structure.
This is a group with few good options. They are too established for venture channels, often too small or too specific for investment banks, and rarely have the relationships that fund managers accumulate over successive raises. Family offices in particular are natural counterparties for profitable private businesses — patient, flexible on structure, comfortable with minority positions — and are exactly the investors hardest to reach cold.
Where we help most: profitable, founder-owned businesses raising their first outside institutional capital.
Who we're not the right fit for
Being clear about this saves everyone time:
- Pre-revenue startups. Venture networks, accelerators and angel groups serve you better.
- Managers whose problem is conversion, not access. If allocators meet you and decline, more meetings produce more declines. Fix the underlying issue first.
- Raises that aren't fundable as constructed. Terms out of step with the market, no verifiable track record, no anchor, and an institutional target list is not a plan. We'll say so at assessment.
- Anyone who wants a guaranteed outcome. No introducer controls whether an allocator commits.
Frequently asked questions
Do you work with first-time funds?
Yes. First-time funds are a core part of our client base. They are the group least served by prime brokerage capital introduction, because they generate little trading revenue. First-time managers raise most successfully by presenting attributable performance from a prior seat, anchoring with a seed or cornerstone investor, and targeting family offices and private investors before institutions with formal track record minimums.
Is there a minimum fund size or raise size?
There is no fixed threshold. Whether we can help depends on the strategy, the structure and whether we have genuine relationships in the relevant investor universe, rather than on a number. Contact us with specifics and we will give you a direct answer.
Do you work with managers outside the United States?
Yes. SeRuM is based in New York and works with managers and investors internationally. Cross-border raises are one of the clearest use cases for capital introduction, because a manager rarely has a warm network in a region they have not raised from before.
Do you work with early-stage startups?
Generally no. Capital introduction conventionally describes fund and private-issuer introductions. Early-stage companies are usually better served by venture networks, accelerators and angel groups. Established private companies raising growth or structured capital do sit within capital introduction.
Can you help if we already have an in-house IR team?
Often, yes. In-house investor relations teams typically have deep relationships in the segments a firm has already raised from. The common gap is a new geography, a new investor type, or a new strategy — which is precisely where an outside introduction network adds coverage rather than duplicating it.
SeRuM provides introduction and networking services. We are not a registered broker-dealer, not a placement agent, and not an investment adviser. We do not offer, solicit or sell securities, we do not provide investment, legal, tax or accounting advice, and we do not make recommendations regarding any investment. Nothing on this website constitutes an offer to sell or a solicitation of an offer to buy any security, and no such offer will be made except through definitive offering documents provided by the issuer. All investment decisions, due diligence and negotiations are the sole responsibility of the parties involved. Investing in private funds and private companies involves substantial risk, including illiquidity and total loss of capital. Past performance is not indicative of future results.
Next step
Tell us what you're raising.
Entity type, target size, timeline. That's enough for us to tell you quickly whether we can help — and to say so plainly if we can't.