Ascend Software Partners – Evergreen Software Fund

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Ascend Software Partners – Evergreen Software Fund

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About This Case Study

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Get the case study plus the materials created for this project.

Problem

Ascend Software Partners launched a $100M raise for its Evergreen Software Fund as software valuations came under pressure across public and private markets. The firm needed investor materials and independent research that could substantiate its track record, value creation model, and investment thesis for institutional allocators.

Solution

Deployed a software investment specialist team to develop the fund presentation, validate the software thesis through independent market research, and translate Ascend's strategy, track record, and value creation framework into an institutional investment case built for allocator evaluation.

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Collateral Partners provides financial communications advisory services

for finance firms.

Collateral Partners provides financial communications advisory services

for finance firms.

Collateral Partners provides financial communications advisory services for finance firms.