INVESTMENT PLATFORM
INVESTMENT PLATFORM
RFP/RFI's MANAGEMENT SERVICES
THOROUGH.
Our due diligence service is designed to respond to investors’ needs of lean reporting and help fund managers understand their own operational gaps.
INFORMED.
With focus on both the buy-side and sales-side risks, we deliver a complete review and effective DD analysis.
CUSTOMIZED.
Independent and confidential due diligence (DD) service fully customized to investors’ objectives, criteria, methodologies and tools.
MODEL RFPs
FOR VARIOUS PURPOSE
RFP PROCESS
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Multi-Manager Investment RFP
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Direct Investment RFP
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Investment Advisor RFP
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Environmental RFP
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Nonprofit RFP
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Management Consulting RFP
While each tender is unique, they are all based on the same three-step process: tender development, administration and evaluation. Each stage can be provided as a stand-alone service to suit the client's needs.
01
DEVELOPMENT
RFP development includes defining the goals, requirements and priorities for the project. Next, using that information, deploy the RFP including background information, objectives, RFP timeline, criteria and requirements.
While each tender is unique, they are all based on the same three-step process: tender development, administration and evaluation. Each stage can be provided as a stand-alone service to suit the client's needs.
02
ADMINISTRATION
The administration step narrows down the candidates , as your deadline approaches, it is helpful to send reminders to firms that have not yet responded. This is a good opportunity to collect ( or provide) more details on the firms and their procedures. Determine in advance the criteria you will use to make the final selection. A possible tie-breaker situation question may help with this decision.
While each tender is unique, they are all based on the same three-step process: tender development, administration and evaluation. Each stage can be provided as a stand-alone service to suit the client's needs.
03
EVALUATION
The last step is the proposal evaluation and final selection that may apply a weighted scoring approach to focus on the most important sections of the RFP, for eliminating those that don’t meet the non-negotiables. When making the final decision, short-listed candidates are those with the best combination of experience, previous success and infrastructure?
While each tender is unique, they are all based on the same three-step process: tender development, administration and evaluation. Each stage can be provided as a stand-alone service to suit the client's needs.
04
EVALUATION
The last step is the proposal evaluation and final selection that may apply a weighted scoring approach to focus on the most important sections of the RFP, for eliminating those that don’t meet the non-negotiables. When making the final decision, short-listed candidates are those with the best combination of experience, previous success and infrastructure?
INVESTMENT WRITING
Our skilled RFP writing teams act as an extension of your team, to manage larger volumes and more complex proposals to help you keep up with market standards.
We organise the workflow to ensure that all relevant information is captured and clearly shared internally and externally. We generate qualitative and quantitative content for submissions and qualify responses to RFPs to ensure consistency, accuracy and efficiency. We ensure that all tender responses and submission of documents are completed accordingly and resolve any issues that arise.
RFPs
Multi-Manager / Direct Investment
Management Consulting
Asset Management
Investment
Advisor
DD
Questionnaire
Environmental / Nonprofit
REPORTING
The Foundation for Successful Investment Matching.
Investing involves risks to your capital and returns are not guaranteed. Investing should be done only as part of a diversified portfolio. The value of the tax reliefs referred to on this website will depend on personal circumstances. Past performance is not a reliable indicator of future performance. Tifosy is not permitted to advise you in relation to any investment and you are recommended to seek independent financial advice when considering any investment.
DISCLAIMER
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