Investor Relations and Capital Formation Advisory
Helping investment managers build lasting relationships with institutional LPs
Senior advisory and consulting support for hedge funds, private equity, and venture capital managers, drawing on over 25 years leading investor relations at world-class investment firms.
About Brooke
Brooke is the Founder of Brooke Beck Advisory, where she partners with a select group of hedge fund, private equity and venture capital managers on investor relations and capital formation.
Brooke brings more than 25 years of experience leading capital formation, investor relations and marketing at top-tier investment firms. Most recently, she was a Partner, member of the executive team and Head of Investor Relations at Goodwater Capital. Before Goodwater, she was Head of Client Relationships and Fundraising at Balyasny Asset Management / BAM Elevate. Prior to BAM, she spent five years at Coatue, where she played a leading role on the investor relations team during a period of significant growth and directed fundraising efforts for the firm's growth equity and venture capital strategies.
Earlier in her career, she was a Partner at Marcato Capital Management and held senior investor relations roles at Och-Ziff (now Sculptor) and GoldenTree Asset Management.
Brooke holds a BA from Penn State University and is based in the San Francisco Bay Area. Outside of work, she enjoys spending time with her husband and two children, practicing yoga and playing competitive tennis.
How I Help
Capital Formation
Senior institutional LP coverage, drawing on extensive experience across leading investment firms to represent your firm externally at the highest level.
Scaling the IR Function
Strategic leadership for your IR function, whether leading it directly or supporting your existing team as it scales, including hiring and mentoring.
Fundraise Readiness
Preparing for a launch or next raise, from positioning, materials and DDQs to target LP mix and timeline, backed by institutional LP relationships cultivated over 25 years.
Operational Support
Deep understanding of complex operating functions, partnering to help institutionalize accounting, legal, compliance, reporting and technology as your firm grows.
Experience
Selected Firms