Capital introduction

Capital introduction solutions for asset managers

Capital introduction
Any capital introduction firm can spin the Rolodex and provide you with a list of potential investors, but the right capital introduction team is someone with the knowledge and experience connecting investors and managers whose objectives are aligned to help you hit your AUM goals.

A clearinghouse of relationships for global prime brokerage capital introduction

At its core, capital introduction is about relationships, matching allocators and managers, goals and strategies, needs and capabilities.
Clearinghouse of relationships
A global network of allocators
We can match managers with allocators of all kinds, including:
• Single & Multi-family offices

• Fund of funds

• Endowments
• Foundations

• Pensions

• Seed investors
• Consultants and OCIOs

• Independent wealth managers

• Private banks

How do we go about introducing capital?

StoneX Prime Services guides a manager through the process of developing and executing a marketing plan.

Preparation

In this stage, StoneX works with you to review existing marketing and identify any gaps or weak points in your plan.

Message development

StoneX works to align your message to the needs of your target investor.

Execution

StoneX Capital Introduction assists clients with direct introductions to investors, one-on-one meetings, networking opportunities, hosted events, and speaking opportunities.

End-to-end clearing and execution
A message from the capital introduction team
Learn more about Stonex’s approach to capital introduction

Looking to grow your AUM?

Put our capital introduction team to work for you and achieve your AUM goals.

Grow your AUM

FAQs

Are there capital introduction service fees?

Capital introduction services for hedge funds and other asset managers are typically provided as a value add to the existing prime services relationship. Cap intro solutions can be scaled to meet the asset manager’s needs and may include marketing solutions, matchmaking, and consulting.
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What is capital introduction?

For asset managers seeking to grow their AUM, they may turn to their prime broker to introduce them to new sources of capital to invest. Raising capital begins with understanding the needs of investors and then matching them with asset managers that can meet their needs.
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