How we work
Engagement model
Nordlink Capital delivers each mandate through a structured five-step process, designed for the institutional cycle and the cadence at which Nordic allocators evaluate, diligence and commit to new strategies. Mandates run on an initial six-month term with rolling extension thereafter.
The process
Five-step mandate
Fund assessment and readiness
The firm begins each mandate with a structured assessment of the fund's strategy, team, track record and current positioning. The objective is to establish institutional readiness, identify positioning gaps relative to current Nordic allocator priorities, and agree clear deliverables and timelines for the engagement.
Positioning and materials
Our team works with the manager to review and refine all investor-facing materials, pitchbook, executive summary, DDQ template and supporting collateral, for Nordic institutional readers. Where useful, the team engages directly with the manager's marketing and IR functions to align language, emphasis and supporting data.
Investor mapping and targeting
The firm develops a co-agreed target list of institutional allocators, prioritised by mandate fit, current appetite for the strategy and recent allocation activity. The list is refined iteratively as outreach progresses and as allocator feedback is incorporated.
Targeted outreach
Nordlink Capital operates a structured roadshow programme across Sweden, Finland, Norway and Denmark, with Iceland coverage where relevant. The firm schedules, prepares for, attends and follows up on each meeting. Outreach formats include one-on-one meetings with priority allocators, group briefings for curated investor segments, investor lunches and dinners, and regional seminars. Roadshow notice is six weeks minimum.
Ongoing investor relations
Institutional commitment cycles typically span one to three years from first meeting to allocation. Our team continues coverage across that horizon, managing the post-close investor relationship, supporting reporting cadence and update calls, and maintaining continuity into subsequent vintages.
Ways of working
Engagement cadence
- Weekly conference call covering investor pipeline, feedback and next-step actions.
- Post-meeting summaries circulated promptly, capturing feedback, key takeaways and agreed follow-ups.
- Client requests responded to within one to two business days.
- Six weeks minimum advance notice for any planned roadshow activity.
Commercial
Terms
- Initial term
- Six months, thereafter rolling on two months’ notice.
- Monthly retainer
- Bespoke to mandate scope.
- Success fee
- For closed-ended funds: one management fee on committed capital, paid over eight quarters.
- Roadshow expenses
- Travel for dedicated roadshow activity funded by the fund manager.
- Regional exclusivity
- Provided within agreed parameters, with carve-outs for the manager’s existing relationships.
Detailed terms are agreed in writing at engagement.