INAYA ADVISORY Request the mandate

The Tranche Mandate

The Tranche Mandate is a single capital raise of $50 million or under. We structure the offering, prepare the materials, take it to the institutions we already cover across North America, Europe and the Gulf, and make the introductions directly.

The mandate opens at $5,000, payable once we accept it and credited in full against the success fee on close. The success fee is 2% to 4% of capital raised.

How a mandate opens

01

The review. 30 minutes with the 3 principals who run the mandate.

02

The decision. We accept the mandate or decline it, inside 72 hours.

03

The mandate. The engagement letter is signed and the work begins that week.

Introductions made directly · 3 markets worked in parallel · No exclusivity

$7B+
Pension assets
directed
27
Institutional
portfolios run
$600M+
Currently in
active mandates
40+ years
Combined on the
allocator side

The bench

Who reads the raise first.

David Hunter

David Hunter · Senior advisor

24 years on the allocator side of institutional capital, including $7B+ in pension assets at HSBC and the $40B Texas Municipal Retirement System.

What that means for the raise

Materials are read by the person who used to decline them. Every objection an investor would raise is raised here first, while there is still time to act on it.

Where the capital comes from

North America, Europe, the Gulf.

Worked in parallel, not in sequence. A raise shown to 1 pool of capital gets priced by 1 pool of capital.

NORTH AMERICA EUROPE THE GULF
01NORTH AMERICA

Pensions and endowments

Public and corporate pension systems, university endowments, and the family offices sitting alongside them.

02EUROPE

Institutions and funds of funds

Insurers, pension pools and funds of funds that write on a fixed annual schedule, so the windows are known.

03THE GULF

Sovereign-adjacent capital

Sovereign-adjacent vehicles and family conglomerates across the GCC, reached directly rather than referred.

The mandate

The first 4 weeks.

Everybody claims relationships. Almost nobody shows the list.

01

Raise architecture

How the raise is structured, priced and positioned, read the way an institutional investor reads it.

Week 1
02

The first conversations

The raise goes to institutions the bench already covers, while the wider list is built alongside it.

Week 1
03

Materials

The documents that go out, written for the investor rather than for the founder who commissioned them.

Week 2
04

The named list

A named list of institutions deploying into the sector now, with the size each writes and the route in.

Week 2
05

Introductions

Introductions are made directly, and we report what came back, including the refusals and the reasoning.

Week 2 onward

The economics

How it settles.

Move the amount to the size of the raise.

Capital raised by Inaya

$50,000,000
$5M$50M

On close

Capital placed by Inaya$50,000,000
Success fee, 2% to 4%$1,000,000 to $2,000,000
Engagement fee credited- $5,000
Due on close$995,000 to $1,995,000

Plain terms

The whole deal.

All of it goes into the engagement letter before any work begins.

Mandate size
Any raise up to $50 million.
Engagement fee
$5,000 payable once after we accept the mandate.
Credit
Credited in full against the success fee on close.
Success fee
2% to 4% of the capital raised by Inaya.
Exclusivity
Not required, and capital sourced by the client is never chargeable.
Markets worked
North America, Europe and the Gulf worked in parallel.
Confidentiality
Held in confidence and used only for the mandate.

Questions

Before you decide.

Who does the work?

Mandates are never handed down to an analyst or an associate. Each one is carried by our 3 decision makers, David Hunter, our senior advisor, Shayan Mohammed, our managing director, and Anas Ansar, with Abbas Chotia as the point of contact throughout.

What size raises do you take?

Anything up to $50 million, and the mandate runs the same way whether the number is $6 million or $40 million.

Which investors do you reach?

Institutions that deploy at this size across all 3 markets, approached directly rather than through a referral chain.

How quickly does it start?

Inside 2 weeks, and what the mandate builds is relationships with the people who write the cheques.

What happens to the $5,000?

It comes off the success fee in full when the raise closes.

Do you require exclusivity?

No, the client process runs in parallel throughout and we charge only on capital we introduce.

The review

Tell us what you are raising.

Book 30 minutes with Abbas Chotia. The times below come straight from his calendar.

Pick a time

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What happens next

0130 minutes with Abbas on your raise

02A senior answer inside 48 to 72 hours

03The engagement letter with fee and cap

04$5,000 payable and architecture begins

Your details

Anything you share is used only to prepare for this call. It is never added to a list or shared with anyone.

Above $50 million

A raise beyond this mandate is taken as a full firm engagement, opened directly with the principals. The structure, the fee and the timetable are set in that conversation. Write to capital@inayaadvisory.com or begin at inayaadvisory.com.