For Fund Sponsors
Clear market insight that helps you operate, invest and distribute Evergreen funds.
The Challenge
In the crowded Evergreen market, even strong funds struggle to cut through the noise. Fund sponsors are asked to operate complex and parallel fund structures effectively, while originating and winning the right deals and enabling broad-based distributions. Execution is increasingly important for fund sponsors.
What we hear from fund sponsors
The barriers between strong funds and successful distributions
Market blind spots remain the biggest challenge to launch and operate Evergreen products.
Operations
Research teams and wealth advisors are actively monitoring competitors fees, market terms and cost structures even if you don’t.
How Sekond solves it
Sekond hosts benchmarks across the Evergreen market so that you know where you stand and can find the right partners for your Evergreen products.
Lender League Table
Credit Facilities — NCSR Disclosures · Ranked by Total Commitment (USD)
Total Commitment
$70.81B
Total Outstanding
$14.74B
Lenders
32
State Street Bank and Trust Company
Credit Facility, Line of Credit, Revolver
$32.63B
Massachusetts Mutual Life Insurance Company
Delayed Draw Term Loan, Revolver, Term Loan
$5.22B
JPMorgan Chase Bank
Credit Facility, Line of Credit, Revolver
$4.91B
Lloyds / NatWest / Barclays Syndicate
Revolver (Syndicated)
$3.93B
Bank of America, N.A.
Credit Facility, Line of Credit, Revolver
$3.80B
Investment intelligence
An increasing number of deals fall through because of competitive market dynamics.
How Sekond solves it
Sekond knows what competitors are buying, at what valuations, and how their portfolios are being constructed over time. Get the benchmarks you need to validate broker indications, focus energy on the deals you can actually win and execute on your products.
Distribution execution
If you don’t know how to tell your story differently for a wealth audience, they won’t either.
How Sekond solves it
Sekond gives distribution teams the competitive intelligence they need to position your fund effectively in the wealth channel. We uncover what sets you apart from your competitors so you can own your story.
