What is the process to gather data for a Rocaum Report?
The process is highly customized for the unique concerns of each fund. It starts with a dialog with the senior partner(s) around the critical questions they face in firm management. Then PEMA outlines the internal and external review designed to address those questions and works with the client to approve the questionnaire and requirements on who to survey and how comprehensively. The data gathering for the "Rocaum Report" includes: ~ Interviews with senior partners on goals & objectives ~ An internal audit of the firms marketing & IR materials ~ Videotaped pitch presentations of select firm professionals ~ Confidential phone interviews with representatives of each of the key constituencies: GPs, IPs, LPs, Co-Investors, Directors, VIPs & CEOs. |
What kind of questions do firms ask in a Rocaum?
Typically there are a few strategic issues firms are contemplating that they want to collect feedback on to enhance decision making. Every fund and every report is unique, but here are some sample questions. ~ Does it enhance or hider fundraising for us to...? ~ What deals do co-investors think to share with us & why? ~ Feedback on our partners. ~ Are there reputational concerns we should be aware of? ~ How would you describe our firm? (it is never how the firm describes themselves) ~ How can we improve our performance for our LPs or CEOs? ~ Opinions on Exit Strategy |