Allocator Advisory
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Strengthen Your Firm from the Inside Out
Whether you’re starting up a new firm or looking to scale or transition an established firm, Arootah Allocator Advisory supports leaders to proactively build and grow their business.
Offered as part of Arootah’s Business Consulting services, our Allocator Advisory team guides Allocator executives on how to maximize performance with our process-driven approach across Investments and Operations. Our team of advisors leverages real-world, on-the-job experience in structuring, operating, managing, and growing successful allocators to support our clients in meeting and overcoming their firms’ biggest needs and challenges.
Optimize Your Allocation Process
Arootah Allocator Advisory services propel your business forward by leveraging our experience across the key areas of a firm: Investments and Operations. Our team can support you throughout the entire life cycle: from startup to raising capital to ongoing operations and beyond.
We offer the tools and foundational support to help you:
- Develop confidence across the entire lifecycle of fund management
- Navigate complex SEC and compliance issues
- Ensure the satisfaction of your investors
- Foster collaboration across functional areas of your firm
Whether you are forming a new fund or looking to grow your business, our consultative approach will enable you to optimize your time and resources.
Arootah Business Consulting
Under the direction of Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah Business Consulting advisors draw on the expertise of some of the world’s most prestigious firms, such as Tiger Management, D.E. Shaw, Maverick, Pequot, and Andor.
Our advisors focus on best practices consulting to impart the tools, policies, and procedures you need to proactively build a firm so stable that the only surprises you experience emerge from markets.
We offer services on an ad-hoc or project basis or for longer-term engagements.
Decision Matrix App
A vetting process you can use to analyze your options, ensuring that your resources continue to perform. The secret is to prioritize funds is having criteria. With three decades of allocating capital, we have a tried-and-true process to analyze all facets of a manager. Take advantage of our templates for selecting managers or choosing investments.
Dig deep into opportunities and gain the power to make better decisions. Make your decisions based on logic rather than emotions and cognitive biases.
- Leverage industry templates
- Compare options against each other
- Systematically optimize judgement
- Prioritize your specific criteria during the evaluation process
- Eliminate cognitive biases from your decision-making such as herd mentality and sunk cost bias
Never again operate without a clear selection process. Start making informed decisions about future allocations. It is time for you to discover those hidden gems on your team that will drive your fund to success.
We’ll be launching the Decision Matrix App soon! Enter our Pilot Program to gain access to our industry templates for selecting managers or choosing investments and become one of the first users of the app.
- Access the app and discover templates developed by industry veterans
- Create a well-documented process for making decisions with our advisors
- Score your managers or investments based on logical criteria
This offer is limited to only the first 100 participants! Sign up to get on the list for the new release.
Allocator Advisory: Fill in the Gaps
Consider us an extension of your team. Learn how your firm can grow in the following functional areas:
Functional Areas
Manager
Assess fund managers and their teams. We factor in governance, business plan, advisory board, and stakeholders, optimizing due diligence for you.
Investment Process
Uncover the driving forces behind a fund’s decisions. Our evaluation of strategy, return targets, idea generation, and data sourcing supports informed allocation decisions.
Fund
Demystify fund specifics. We provide clarity on structure, fees, terms, and jurisdiction to support you in making confident investment decisions.
Document Review
Navigate through necessary fund documents. We can assist in reviewing marketing decks, LP agreements, audited financial statements, and due diligence questionnaires (DDQs).
Vendors
Evaluate fund vendors and third-party providers. From prime brokers to cybersecurity firms, we ensure a thorough review of all contributing entities.
Investment-Specific Risk
Delve into the data-driven aspects of fund performance. We assist in distinguishing results derived from manager skill and process from other contributing factors.
Legal & Compliance
Ensure legal compliance at every level. We help verify that a firm’s actions align with its operational practices, applicable laws, regulations, and investors’ interests.
Operational Risk
Get support overseeing all non-investment-related risks, including reviewing cash controls, cybersecurity, reporting, business continuity plans, and insurance coverage.
Client Relations
Bridge the gap between limited partners, potential investors, and the fund with facilitated reporting, performance analysis, access to books and records, and team coordination.
Monitoring
Stay updated in a dynamic investment environment with assistance in tracking fund performance, attrition rate, and SEC standing to mitigate unforeseen risks.
Ready to Connect with an Advisor?
Book a free strategy call to determine the advisory services best suited for your needs.
Frequently Asked Questions
Who are your clients, and what do you do for them?
Our clients come from hedge funds, family offices, wealth management firms, asset management firms, and financial institutions but our consulting capabilities expand beyond those industries. Our advisors carefully assess how they currently operate across all functional areas and identify where gaps exist.
What kind of “success” do you help clients achieve?
We go far beyond business success. Depending on where you want to improve, our team supports businesses and individuals to accomplish their most ambitious goals, including:
- Expanding operations
- Maximizing returns
- Leveraging resources
- Refocusing talents
- Pursuing exciting opportunities
- Raising more capital
- Exploring new ventures
How does Arootah Business Consulting improve the corporate environment?
There are measurable impacts of business consulting, such as improved efficiencies, fewer mistakes, reduction of costly errors, and increased revenues. Research has shown businesses that leverage the involvement of subject-matter experts in various functional areas see improved productivity.
Will I receive a business strategy?
Yes… Arootah advisors are eager to provide you with a strategy that works! They’re committed to helping you optimize your business plan, find the best tactics, and support you during implementation. Business consulting services are perfect for those looking to grow a business or better market their products.
Where does Arootah Business Consulting take place?
We’re 100% online so we can easily connect with you whenever it’s most convenient for you. The program is safe, secure, and confidential. Our clients and consultants are working hard to make incredible things happen. Protecting your trade secrets, intellectual property, and personal information is a top priority.