PERFORMANCE DOES NOT RAISE ASSETS. PERFORMANCE JUST GETS ATTENTION.

For sub-50 million AUM managers in VC, PE, Hedge Funds + Long Only, Private Credit & Managed Futures.

"Marketing Alpha" equips sub-$50 million AUM managers to raise assets efficiently, economically and expediently by eliminating "marketing BS" from "1-on-1", "step-by-step" marketing guidance with assisted execution.

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• "OPTIMIZES MARKETING EXECUTION = ACCELERATED FUNDRAISING": Sub-$50 million managers know they need to “do marketing” but most don't know what to do and how to do it. "Marketing Alpha" makes sure "marketing is done right" to accelerate fundraising and increase momentum in AUM growth.
• EXPERT EXPERIENCE ELIMINATES "MARKETING BS": Stops inappropriate, improvisational and ineffective marketing i.e. "pitching", "posting" & "partying (attending conferences)" that leads to failure raising assets.
• MARKETING + FUNDRAISING EDUCATION = EFFICIENT, ECONOMICAL AND EFFECTIVE EXECUTION: Most small managers are former analysts, bankers and/or traders with little marketing knowledge, experience and skills. This leads to BIG mistakes that waste time, effort and money leading to failure raising assets. The process provides "manager-specific" education that positions the manager to avoid marketing + fundraising mistakes, increase execution efficiency, reduce the cost of marketing + fundraising by 90% and "close" prospects faster.
• CANDID COMMUNICATION: Provides "NO BS" "manager-specific" marketing and fundraising insight, intelligence and answers to remove confusion for confident and consistent, high-impact execution.
• ACCOUNTABILITY: Weekly 1-hour marketing and fundraising execution sessions via zoom additionally available 7-days-a-week via text, phone and zoom to quickly address marketing or fundraising question/issues in order to maintain execution focus and discipline.
• DELIVERS "FACTS" NOT "FEELINGS": Uses "high-integrity" independent marketing research and fundraising data along with 30+ years of frontline experience for "NO BS" marketing execution to enable consistent fundraising.
• IMPLEMENTS A "STEP-BY-STEP MANAGER SPECIFIC" MARKETING PROCESS: The focus and structure required for "investor-centric/prospect-specific engagement" in an ultra-competitive and crowded fundraising climate filled with hyper-skeptical/"low-trust", risk-averse, idiosyncratically demanding and stringently selective investors, allocators, gatekeepers, intermediaries and advisors.
• PREPARES FOR EFFICIENT INVESTOR DUE DILIGENCE: Enables a "sub-institutional" manager to navigate the deeply invasive multi-factor qualitative and quantitative due diligence now used by investors, allocators, gatekeepers, intermediaries and advisors.

"MARKETING ALPHA NO BS" 60-DAY AGENDA:

1. Initial kick-off session via zoom (3 HOURS).
2. Forensic review and discussion of past marketing and fundraising.
3. Customized "manager-specific" marketing process plan.
4. Weekly 1-hour marketing and fundraising execution coaching sessions via zoom.
5. On-demand marketing Q&A + instruction through the 30-day period via zoom.
6. Review collateral stack and all marketing materials (website, social media, pitchbook, tearsheet, monthly comment, etc.)
7. Remediation and/or development of the the collateral stack and marketing materials.
8. Operational readiness and execution blueprint assessment.
9. Investor due diligence preparation.
10. Marketing pipeline assessment and development.
11. Prospect engagement training and instruction via zoom.
12. Narrative development and presentation practice via zoom.
13. Implement marketing performance metrics.
14. A detailed written manager-specific "step-by-step" marketing + fundraising action plan.

ZOOM SESSIONS ARE RECORDED TO DEVELOP A PERSONAL REFERENCE LIBRARY FOR THE MANAGER.