MARKETING + FUNDRAISING SPECIALIST FOR SUB-$50 MILLION AUM MANAGERS
every sub-$50 million aum manager HAS ONE CRITICAL OBJECTIVE = raising assets.
THE MAJORITY FAIL DESPITE PERFORMANCE.
"GOT PERFORMANCE" BUT not raising assets?
SUCCESSFUL FUNDRAISING REQUIRES FOCUSED, DISCIPLINED AND WELL-EXECUTED markETING.
There’s TOO MUCH “MARKETING BS”! IT's KILLing successful fundraisinig for sub-$50 million managers.
3 BIG "MISTAKES" MADE BY SUB-$50 MANAGERS:
1) "PITCHING" 2) "POSTING" 3) "PARTYING"
Most managers firmly believe "performance brings assets".
As such, they view "marketing" simply as displaying + distributing performance.
- “Pitching performance”, either in-person, cold-calling or "cold" emailing.
- “Posting performance” to databases, platforms & social media (linkedin).
- "Partying" (Attending conferences).
Those "activities" have "low investor contact hit rates" "and are inconsistent, inappropriate + improvisational "activities" that waste time, effort and money + lead to poor investor prospect engagement resulting in failure raising assets.
More importantly, they lack "PROCESS" which provides the structure and focus required to raise assets in a "low-trust", hyper-competitive and crowded fundraising climate filled with highly risk-averse, stringently selective and idiosyncratically demanding investors, allocators, intermediaries, gatekeepers and advisors.
Sub-$50 managers without a "MARKETING PROCESS" experience the following:
- Solid performance but limited investor engagement (few meetings).
- No Cap Intro "attention" for managers below $250 million AUM.
- Inability to obtain a 3rd party marketing relationship with a reputable firm.
- Attend conferences that are expensive and have more "service providers" than legitimate investors for sub-50 million AUM managers.
- The collateral stack (deck, website, etc.) doesn't make impact.
THE RESULTS OF "NO MARKETING PROCESS: PITCHING, POSTING & PARTYING
- Inadequately-strategized and poorly-executed "marketing + fundraising" without the critical coordination necessary for sustained and appropriate "investor-centric + prospect-specific" engagement, which is mandatory to succeed raising assets.
- Consistent AUM growth from new investors never occurs.
- AUM expansion from existing investors declines.
- Retention of existing AUM suffers.
- Wasted time, money and other valuable limited resources.
"MARKETING ALPHA" = NO BS! = results.
Sub-$50 managers know they need to “do marketing" but most are former analysts, bankers and/or traders with little marketing knowledge, experience and skills. As a result, they don't really know what to do and how to do it "right" leading to mistakes and failure raising assets.
"Marketing Alpha" is a proven process with a track record of success that eliminates "marketing guesswork" and mistakes that lead to wasted time, effort and money with persistent failure raising assets.
"Marketing Alpha" provides a sub-$50 manager with personal "1-on-1" marketing and fundraising guidance with "step-by-step" assisted execution + 24/7 support to raise assets efficiently, economically and expediently.
"Marketing Alpha" is driven by "high-integrity independent data and research" and 30+ years frontline marketing and fundraising experience that fosters "NO BS" communication with the high level of focus, discipline and accountability necessary for the consistent marketing process execution mandatory for sub-$50 million AUM managers to raise assets in a "low-trust", hyper-competitive and crowded fundraising climate from highly risk-averse, stringently selective and idiosyncratically demanding investors, allocators, intermediaries, gatekeepers and advisors.
"Marketing Alpha": Positions a sub-$50 manager to succeed raising assets.
"MARKETING ALPHA": vital for Sub-$50 aum MANAGERs to succeed fundraising.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.