Consulting Services
Project-based, short-term IR help (1–6 months with an option to renew)
Use case examples
- Fund launches
- Pitch revamps
- Leave coverage
Limited to 3 GPs at a time to maintain high service levels
MFD Advisory
MFD Advisory works with private markets GPs and IR professionals to provide tailored investor relations solutions.
*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 June 2026. “Aggregate Capital Raises Supported” includes an aggregate of $62B of capital raises supported by MFD’s founder prior to MFD’s formation and IR project management services for an aggregate of approximately $11B of capital raises supported by MFD (reflecting targeted fund sizes for MFD clients currently in market / coming to market as of May 2026). 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
Project-based, short-term IR help (1–6 months with an option to renew)
Use case examples
Limited to 3 GPs at a time to maintain high service levels
For existing Consulting Service clients who want ongoing help in specific areas
Use case examples
Available to existing Consulting Service clients
IR training tailored to your team’s needs, which can include access to / training on Preqin, Dakota and PitchBook
Use case examples
Our Approach
(1) MFD analysis based on data from Heidrick & Struggles (2025), The Good Search (2026), and the U.S. Department of Labor (2025). Carry shown is annualized based on a weighted average of reported vesting time; recruiter amount reflects the low end of the fee range reported for retained search firms. (2) Analysis based on MFD’s market perspectives and opinions. (3) Represents statistics for all Consulting Services clients since MFD’s inception as of Q2 2026. Renewals include Consulting Service clients who elected to continue with MFD’s services following an initial trial period.
Our team

Founder & Managing Partner
19 years’ experienceKKR, Vista, L Catterton, Merrill Lynch

Vice President
14 years’ experienceKKR, Bank of America

Senior Associate
9 years’ experienceVista, J.P. Morgan
Our values
We bring a concierge mindset to helping clients adopt IR best practices tailored to their needs & goals.
We lead with integrity & seek to work with those who concern themselves with truth.
We are faithful to our commitments, and we honor our obligations.
We like people with grit and believe there is no substitute for passion and perseverance.
We embrace technology and data-driven solutions as key pillars of innovation for efficient capital formation.
We believe understanding others’ perspectives is a strategic imperative to build the trust needed for IR.
“People do business with people they like and trust… You may be the smartest, the greatest tactician and negotiator… but if the people you’re doing business with don’t trust you or don’t like you, then the rest of it really does not matter at all.” – Henry Kravis
Contact us
Email us to learn more about how we work with private markets GPs and IR professionals.