Private Markets Investor Relations Solutions

MFD Advisory works with private markets GPs and IR professionals to provide tailored investor relations solutions

18

Years of IR Experience*

$72B

Aggregate Capital Raises Supported*

27

Fundraises Supported*

*Statistics represent the professional experience of the founder of MFD Advisory, LLC (“MFD”), including experience at other firms prior to MFD’s formation, as of Q2 2025. “Aggregate Capital Raises Supported” figure includes an aggregate of $62B of capital raises supported by MFD’s founder prior to MFD’s formation and an aggregate $10B of capital raises supported by MFD (reflects targeted fund sizes for MFD clients currently in market / coming to market). Note that MFD acts solely as a consultant and MFD’s services are strictly related to investor relations project management activities, do not include and are not intended to include the finding or solicitation of any investors or any other broker-dealer or placement agent activities in any jurisdiction.

OUR SERVICES

We work as a hands-on strategic & tactical partner to refine our clients’ marketing narratives and incorporate IR best practices

ADVISORY SERVICES For existing Consulting Service clients who want ongoing help with specific tasks or goals

MFD IR ACADEMY IR training tailored to your team’s needs (including training on / access to key databases)

OUR APPROACH

We partner with in-house IR teams similarly to how external counsel partners with in-house legal teams

100%

of our clients have in-house IR professionals*

67%

of our clients use placement agents*

100%

of our clients have renewed our initial contract*

*Represents statistics for all Consulting Services clients since MFD’s inception as of Q2 2025. Renewals include Consulting Service clients who elected to continue with MFD’s services following an initial trial period.