Relationships built name by name, across the US and Europe. 15 years of advising top-performing managers means we cover every relevant LP – all with a strong appetite for differentiated strategies and trust in our client offerings.
We identify and help build
the next generation of
fund managers &
independent sponsors.
– Who we champion A boutique capital advisory focused on emerging private equity funds and independent sponsors deserving of success and capital. We work with a small number of partners at any one time so we can roll up our sleeves and work shoulder-to-shoulder.
– How we partner From first conversation to final close, we work in close partnership with our clients – helping refine positioning, build relationships, and develop an LP base that compounds across funds. The work is collaborative, considered, and tailored.
The promise
The principle behind every mandate. It governs who we partner with, how we work, and where we choose to focus.
Bold, bespoke capital advice.
I.
Alpha-hunters only – 20%+ net IRR
The managers we work with share one thing: relentless focus on performance. Top-decile returns aren't an outcome – they're the standard they hold themselves to, every fund, every deal, every cycle.
II.
Maximum of three active capital raises at any one time
Capping our mandates allows us to be deeply present in each engagement and treat every client as a partnership rather than a portfolio name.
III.
Our own capital is invested, and our values align
We commit personally to every client and structure our economics creatively – not through traditional fee arrangements. Skin in the game keeps the relationship aligned and the conversation honest.
Debut managers and independent sponsors are our specialty. We want to partner from ground zero and play a formative role in building the best of the next-gen firms.
Rapid, oversubscribed fundraises require differentiated storytelling and exemplary project management. We've built a reputation for both.
i.
Strategic advisory
Positioning, storytelling & fund design
We work together on strategy, narrative, and structure before LP conversations begin. Thoughtful preparation is what makes the raise a focused, efficient process.
- Strategy & firm narrative
- Fund structure & terms review
- Track-record framing
ii.
Capital formation
LP targeting & campaign
Together we identify the right next-tier targets and run a sequenced campaign – calendar, briefings, materials – through to a final close.
- LP segmentation & named-list build
- Roadshow design & management
- Weekly pipeline & momentum tracking
iii.
Beyond the close
LP base & next-fund readiness
The partnership doesn't end at final close. We help architect ongoing LP communication, post-close governance, and the groundwork for the future.
- LP communication architecture
- Annual meeting design
- Successor-fund pre-marketing
$2B+
Capital raised by our team from Trioak's current LP relationships
20+yrs
Combined capital advisory experience across the partnership
~100%
LP coverage of the relevant, repeat backers of Fund Is & Independent Sponsors in the U.S. & Europe
— Select, relevant experience
Emerging Funds*
$800M
$200M
€500M
$250M
$900M
$800M
Independent Sponsors
€80M
£75M
£40M
£40M
*Includes mandates prior to launching Trioak.
We're competitive – and we want our partners to win. To us, that means acting as your co-captains through the entire process.
Daniel Tarver
Partner
Dan brings 15 years of institutional fundraising experience across private markets. Before founding Trioak he led the oversubscribed €500 million hard-cap raise for Plural Fund II. Prior to this, he led the North American Capital Advisory practice at Connaught, where he personally raised over $1 billion for prominent clients including Avenir Growth, Percheron Capital, and Queen's Park Equity.
Audrey Gibson
Partner
Audrey has spent over a decade advising emerging investment firms on global capital raises and strategic investor relations. Before founding Trioak's U.S. business, she operated an independent capital advisory practice focused on emerging managers. Her background includes leading fundraising for venture capital firms, alongside private equity advisory experience at Brooklands Capital Strategies, a TPG spin-out.