Who Attends
Your tier.
Your sessions.
Your pass.
Build the relationships that
make your first deals close.
The capital provider relationships, sourcing infrastructure, and credibility signals that define whether you close deal one, or stall on it. Built specifically for IS in their first two transactions.
Why attend
- Meet capital providers and co-sponsors who back Emerging IS — Family offices, SBICs, and non-control equity providers who have backed first-deal IS before, in one room, taking meetings across two days.
- Peer learning from IS who recently closed their first deal — The most useful advice for a first-deal IS comes from someone who did it 18 months ago, not someone who did it 15 years ago.
- Understand first-deal economics before you negotiate them — Management fees, carry, promote — what is market for deal one, and what experienced IS wish they had pushed harder on. Numbers on the table.
- Build the credibility signals that get capital providers to take the call — Before you have exits to show, you need to show something else. The roundtable on presenting to capital without a track record answers this directly.
Matchmaking and networking
A selection of relevant sessions
Scale your platform.
Make better decisions.
The capital relationships, decision frameworks, and peer conversations that matter at 3+ deals. Senior IS Chatham House sessions. Priority meeting slots with capital providers who have active LOIs.
Why attend
- Senior IS Chatham House sessions — Three closed-door sessions exclusively for Advanced IS. Candid, peer-to-peer intelligence that only surfaces in a room of equals.
- Priority meeting slots — Capital providers with active LOIs are prioritized in your matchmaking recommendations.
- Peer conversations at your level — Panels, roundtables, and clinics tagged specifically for 3+ deal sponsors.
- Co-sponsorship intelligence — How to structure it, find the right partner, and make it work under pressure.
A selection of relevant sessions
Access the IS deal pipeline
before it's in market.
Sessions, matchmaking, and pass options for family offices, SBICs, non-control equity providers, direct lenders, and institutional LPs.
Debt and equity in one package
The capital structure IS use to close deals faster. LOI gate is active — you meet IS who are actively transacting.
The fastest-growing capital model
Backing IS without taking the wheel. 70% of the IS market is now sourcing non-control equity on deal one.
Senior secured and unitranche
For IS-backed transactions. Active deal pipeline, continuously.
Deal-by-deal co-investment without overhead
70% of family offices now deploy directly. Access the deal pipeline before it's in a process.
Backing IS and emerging managers at scale
Access the fund-raise pipeline 2–3 years before it begins.