Bespoke Investment Capital Formation and Growth
From Grove to Global
Consulting and capital formation services to connect a diversified offering of investments and small funds with aligned strategic global investors, for partnered growth.
Our company
Carly Williams, Founder
Ms. Williams is passionate about helping funds grow, and bringing high conviction and unique investment funds to her investor base. Ms. Williams is a seasoned finance professional with extensive experience in capital raising, investor relations, and structured credit. Based in Coconut Grove, Miami, she has a proven track record of securing global institutional capital and building strategic investor relationships across hedge funds, private credit, structured products, and asset-backed/real estate lending.
Ms. Williams holds degrees in Engineering and Economics from Vanderbilt University. She began her career at Goldman Sachs (2007–2012) in New York City as a member of the Strategic Portfolio Solutions Group within Mortgage Trading/FICC. She specialized in MBS, ABS, CDOs, CLOs, and other structured transactions, executing complex asset-backed deals, including balance sheet restructurings and large portfolio dispositions. She worked closely with banks and insurance clients to optimize liquidity, manage legacy structured product exposure, and enhance balance sheet efficiency.
She then joined Pine River Capital (2012–2016) in New York City as a Fixed Income Fund Product Specialist on the Investor Relations team, leading key capital-raising and business development efforts across relative value hedge funds and a reinsurance start-up. As a Vice President, she secured over $1 billion in investor commitments from Fund-of-Funds, Family Offices, Insurance firms, and Foundations across the U.S., U.K., Canada, Australia, and the Middle East. She played a key role in marketing hedge fund and insurance strategies, managing investor relations, due diligence, and fundraising initiatives.
Most recently, Ms. Williams served as Managing Director at Kawa Capital (2016–2024) in Miami, where she led institutional investor relations and business development globally, not including Latin America. She was instrumental in securing $1.22 billion in capital, driving the firm’s AUM growth, and closing multiple $100M+ separately managed accounts for pensions, sovereign wealth funds, RIAs, and family offices. She spearheaded fund launches, structured investor terms, and managed operational due diligence processes. Additionally, she established key institutional relationships, secured a major insurance-backed term warehouse facility, and expanded the firm's global investor base across credit, macro, and asset-backed lending strategies.
Services we offer
Capital Elevate: Private Placement Services
Success Fee Engagements
Bespoke US registered broker dealer representative private placement and capital introduction services, connecting emerging and niche fund managers with a global network of institutional investors. Leveraging deep industry expertise and long-standing relationships across institutional LPs, we facilitate targeted investor introductions to help fund managers secure strategic capital. We operate on a success-based fee structure, earning compensation upon successful capital commitments, with FINRA compliance through a licensed US Broker Dealer. This model underscores a commitment to long-term partnerships, value-driven engagement, and alignment of interests between fund managers and investors.
Outsourced Investor Relations
Monthly Consulting Fee (+ Investor introductions/placement run through placement agent/success fee model through Broker Dealer)
Ms. Williams offers outsourced investor relations and fundraising advisory services on a retainer basis, providing fund managers with institutional-quality marketing, investor engagement, and capital-raising strategy. Acting instead of or as an extension of a firm’s internal IR team, we help investment managers establish and strengthen relationships with investors globally. Services include:
Investor Outreach & Relationship Management – Cultivating and maintaining institutional investor relationships through proactive engagement and strategic positioning, conferences, roadshows.
Fund Marketing & Messaging – Developing or refining compelling investor materials, including pitch decks, DDQs, fact sheets, and performance updates, tailored to resonate with institutional audiences.
Due Diligence & Onboarding Support – Managing or assisting with investor inquiries, due diligence requests, and operational onboarding processes to streamline the investment cycle.
Fundraising Strategy & Execution – Structuring and executing targeted capital-raising initiatives, leveraging extensive industry networks to maximize fund visibility.
With a deep understanding of institutional investor expectations, we provide a high-touch, customized approach to investor relations, enabling fund managers to enhance credibility, optimize fundraising efforts, and scale their investor base efficiently.
Reserve an appointment
Email Carly@GroveCapitalVentures.com or use the below link to schedule a consultation.
