5 questions to ask before hiring a fund consultant
Most hiring mistakes trace back to questions that were never asked. Before you engage a fund consultant, work through these five — and pay as much attention to how they answer as to what they say.
1. "Walk me through a project that didn't go to plan." Everyone has one. A credible fund consultant will tell the story honestly and explain what they changed afterward. Defensiveness or a too-perfect record is the warning sign.
2. "What would you need from us to succeed?" Good consultants are clear about the inputs, access, and decisions they'll need. 3. "How do you measure success here?" If they can't define it, they can't deliver it.
4. "Who actually does the work?" Make sure the person you're impressed by is the person on your account. 5. "What's the smallest useful first step?" The best fund specialists can scope a low-risk starting engagement instead of demanding a big upfront commitment.
When you're ready, post your brief on FundConsultants.com and we'll match it to vetted fund consultants who answer these well.