Investment Advisor Services

The government authority located in Illinois requires an onshore, United States-based investment advisor to provide offsite consulting and advisory services. The selected vendor must support staff across the full lifecycle of the program's operations to implement its strategic objectives. Requested services include deal sourcing, submission intake, due diligence, portfolio analysis and management, and reporting. The vendor must conduct comprehensive financial, business, intellectual property, market opportunity, and team due diligence, while also preparing investment memos and analysis to build a balanced, diversified portfolio. The program aims to expand access to capital for very small businesses, capital-disadvantaged businesses, and underserved entrepreneurs. Additionally, the scope involves aligning investments with the state's economic development plan, leveraging private capital through investor partnerships, and establishing a sustainable long-term program. The buyer seeks proposals to determine the budget. Bidders must submit all questions no later than October 07, 2026.