A specialist sales, marketing, and placement agent firm for private investment funds — pairing institutional-grade distribution with AI-driven precision at every stage of the raise.
The traditional placement model was built for a world of printed pitch books and quarterly LP letters. We built ours for a world where the right LP, the right narrative, and the right moment are identified, qualified, and engaged in days — not quarters.
Most agents handle introductions. We handle the full distribution stack — from narrative and positioning to LP targeting, outreach, diligence support, and close. Modular when you need it. Integrated when you don't.
Institutional capital introduction across pensions, endowments, family offices, sovereigns, and consultants. Mandate-aligned LP targeting backed by proprietary allocation intelligence, structured outreach cadences, and full-cycle support from teaser to LPA.
End-to-end distribution architecture — channel design, sales process, CRM and pipeline discipline, and quota-bearing outbound built specifically for the private funds context. We don't outsource your raise; we operationalize it.
Pitch decks, teasers, DDQs, RFPs, market maps, and the strategic narrative that ties them together. Built to survive every IC table and every consultant screen. Every artifact is a working document, not a brochure.
Ongoing investor communications, quarterly cadence, AGM design, and post-close LP stewardship. The reasons LPs re-up are decided long before the next fund is announced. We build the relationship architecture that makes re-ups inevitable.
We operate as a small team of senior practitioners, augmented by a proprietary AI stack that compresses the work of a 30-person platform into the cadence of a focused engagement. The outcome: institutional reach, boutique attention, faster raises.
Continuous AI-driven monitoring of allocator pacing models, public filings, consultant rotations, and stated mandates. We approach each LP with the context they expect — and the timing they reward.
Every pitch artifact is stress-tested against the questions LPs will actually ask. Investment thesis, team narrative, track record framing, and risk story — refined until they hold under pressure.
AI-assisted personalization across every touchpoint — but every message reviewed, edited, and sent under senior partner authority. Volume of generic outreach is not our product. Conviction is.
Pipeline management, side letter negotiation support, data room curation, DDQ response infrastructure, and close coordination — the unglamorous work that decides whether interest converts to commitments.
— Managing Partner
"Private funds distribution is one of the last corners of finance where the work is still done by hand. That's not a virtue — it's an inefficiency. The firms that compress that distance first will win the next decade of allocations."
Max Heckman founded Heckman Global to bring the discipline of institutional placement together with the leverage of modern AI. His thesis is straightforward: the firms that compress the distance between a fund's positioning and the right LP's allocation decision will compound advantage faster than incumbents can react.
Before Heckman Global, Max spent the better part of two decades inside the placement and investor relations functions of leading alternative asset managers, where he saw firsthand how much of the raise is friction the LP never sees. Heckman Global is the firm he wanted to hire when he sat on the GP side.
Buyout, growth equity, lower middle-market and sector specialists. First-time funds welcome where the thesis is differentiated.
Early through growth stage funds, deep-tech, AI-native, climate, and emerging-market platforms.
Direct lending, asset-based finance, mezzanine, special situations, NAV financing, and structured strategies.
Real estate (all sectors), infrastructure, energy transition, natural capital, and real asset secondaries.
Differentiated long/short, macro, multi-strat, and quantitative platforms with a clear capacity discipline.
GP-led continuations, LP portfolio transactions, structured secondaries, and co-investment programs.
We work with a small, deliberate roster of fund managers each year. Engagements begin with a confidential conversation — no pitch, no obligation, no boilerplate.
max@heckmanglobal.com →