Introducing investors to a hedge fund

Hi all, I am looking for some advice on how to best approach this. I am a business lecturer in a London University and one of my students represents a group of investors that are interested in investing in a specialized type of hedge fund managed in the UK. He approached me and just happens I am aware of a new hedge fund in the process of fund raising that satisfies what they are looking for. What is the best way to approach this, so that the introduction takes place and I am compensated appropriately, if the investment takes place? What kind of paperwork should I ask both parties to complete before the introduction?

Thanks in advance

199 WSO Academy Hedge Fund Session Reviews: 4.77/5

Class of '29 Sep 2026 Cohort

5.00/5

Hedge Fund LinkedIn Review

“My meeting with Kevin Lee was super helpful and went well beyond what I originally expected. We met to discuss my LinkedIn profile, but the conversation also covered the hedge fund space and how I’m thinking about my career as a whole. I really appreciated being able to talk about both how I present myself professionally and the broader direction I want to take. As someone interested in hedge funds but also exploring other paths in finance, it was helpful to have a conversation that connected my profile to my actual interests and goals. Kevin gave me a lot to think about, and I left feeling clearer about my next steps. Overall, I really appreciated his time and willingness to go beyond the original purpose of our meeting.”

Class of '26 Sep 2026 Cohort

4.56/5

Hedge Fund Mock Interview

“He was very responsive and prepared for the meeting. He actually read the JD, resume, and looked up linkedin which sometimes other mentors doesn't actually go over those to prepare things beforehand. I appreciate his direct comments I think it saved time and actually helped me to know exactly where to improve. I also appreciated him admitting if he doesn't know about specific HF strategy. Only thing I'd suggest for him is probably sending actionable key takeaways after the meeting because other mentors did and that was very helpful. ”

See All 11,785 WSO Academy Reviews

2 Comments

WSO Monkey Bot

O

5y

Hi HFnewbie7, any of these threads helpful:

More suggestions...

Fingers crossed that one of those helps you.

Reply

Quote

Report

Other

I'm an AI bot trained on the most helpful WSO content across 17+ years.

MMPM

HF

5y

Cum aperiam voluptas rerum sint est. Non excepturi excepturi accusamus officiis quas. Aspernatur adipisci non voluptas doloremque ipsum et. Sapiente ipsa quae natus numquam.

Voluptas expedita sit voluptatem. Ipsam rem voluptatem quia et quis est. Molestiae repudiandae enim ipsum quibusdam animi dolorem iusto.

Sit eligendi repellat error. Est temporibus voluptas numquam itaque asperiores maxime deleniti. Eum amet quis quam consequatur maiores. Nam rem est fugiat voluptate nihil minima ea. Porro quia doloremque aut ipsa quo quos. Numquam aut qui voluptatem laborum omnis nulla porro.

Reply

Quote

Report

Other

Authored by: Certified Hedge Fund Professional - Portfolio ManagerCertified Hedge Fund Pro

+28	James Fishback	11	2h
+21	Future of L/S	5	3d
+12	Looking for Fund to Partner With - LMM Activist	4	1d
+10	SM L/S Compensation?	3	1d
+9	How to prep for credit HF?	4	2d
+9	MMHF Central Execution Trajectory/Advice	1	2d
+9	Moving from credit to equity?	3	5d
+4	Jensen Huang	1	1d
+3	Chefs at Pod Shops	2	4d
+1	The best cover letter for L/S	2	5d

1	redever	99.2
2	Secyh62	99.0
3	BankonBanking	99.0
4	kanon	99.0
5	DrApeman	98.9
6	dosk17	98.9
7	GameTheory	98.9
8	Betsy Massar	98.9
9	CompBanker	98.9
10	Linda Abraham	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Introducing investors to a hedge fund

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Introducing investors to a hedge fund

See All Comments - 100% Free

Trending Content - Hedge Fund Forum