Fractional CMO for
Fund Managers.

Tailored, subscription-based Fractional CMO services — from crafting your strategies to building a bespoke website and managing day-to-day marketing activities.

On-demand monthly Fractional CMO subscription.

Fundmarketers offers strategic marketing leadership on demand, overseeing and executing all marketing activities to drive growth and investor retention without the commitment to hire a full-time marketing executive.

Role integration.

Our Fractional CMO model accommodates the multitasking nature of Fund Managers, offering versatile fund marketing support across various functions.

Budget clarity.

Fund Managers require predictable financial planning; our Fractional CMO subscription model offers clear, consistent pricing, eliminating surprises and enabling better financial planning.

Quality and speed.

Ensuring high-quality service delivery at the speed Fund Managers need to maintain their competitive edge and adapt to market changes while serving their investors,

Strategic partnership.

Beyond services, we are strategic partners, aligning closely with your mission and adapting to your corporate strategy and growth objectives.

Optimization opportunities.

Our model reduces the need for constant scope adjustments and renegotiations, streamlining workflow and boosting productivity.

Focus on growth.

Helping Fund Management teams to concentrate on core business activities and growth by handling interim management tasks for their marketing, sales and investor relations activities.

Free initial discovery audit.

We provide a free initial discovery audit to assess your current strategy, marketing and investor materials to determine the best consulting package to meet your firm’s specific needs and goals.

Fund management firms operate in a more fluid and interconnected way.

Unlike established large enterprise Financial Services, which often have segmented departments and dedicated budgets for specific projects or campaigns, fund management firms operate in a more fluid and interconnected manner.

In a fund management firm, roles often overlap, with team members wearing multiple hats - a CEO might double as a dedicated Portfolio Manager, and a Relationship and Sales Manager may have to cover a spectrum of marketing disciplines.

The above mentioned lack of boundaries and specific roles requires a streamlined Fractional CMO approach.

Our subscription models address these needs by providing Fund Managers with the predictability of costs and the assurance of consistent quality and availability. The model ensures that firms receive comprehensive, high-speed service without constant renegotiations or scope adjustments.

Our 15+ years of experience in successfully growing Financial Services firms from startups to established market players have allowed our Founder, Patrick Mehrhoff to perfect a partnership model that confidently recognizes the importance of being a strategic partner to our clients, capable of adapting quickly.

For both the client and us as consultants, this approach guarantees efficiency, clarity in budgeting, and a focus on long-term growth and profit.

Your Fractional CMO.

Patrick is building a pioneering marketing platform for Fund Managers, setting a new industry standard by offering a comprehensive suite of productized services that combine the best of both worlds: the efficiency of productization with the customization and personal touch of a human to create new growth opportunities for funds, improve market visibility, and build stronger investor relations.

Patrick Mehrhoff
Founder, Fundmarketers

Fractional CMO packages.

Our subscription-based Fractional CMO packages cater to complex roles within Fund Management firms, offering structured guidance, budget predictability, and flexibility to adapt to rapid market changes and investor needs.

Subscription tiers.

  • Quarterly subscription (3-months) Ideal for companies looking for short-term support with agility. At standard pricing, enabling quick strategic adjustments. Includes a generous hourly and meeting contingency to accommodate evolving needs.
  • Semi-annual subscription (6-months) Benefit from reduced pricing. A balance of commitment and flexibility, ideal for scaling companies. Includes a generous hourly and meeting contingency to accommodate evolving needs.
  • Yearly subscription (12-months) Maximum cost savings and long-term strategic development. Includes a generous hourly and meeting contingency to accommodate evolving needs.

Contingency.

  • Monthly scope meeting 1 scope meeting
  • Weekly status meetings 4 status meetings
  • Monthly hourly contingents 40 hours
Pricing on request.
Quarterly, semi annual and yearly subscriptions are available.
Benefits.
Improving lead generation and qualification processes.
Increasing assets-under-management (AuM).
Improving investor acquisition and retention.
Boosting brand awareness and reputation.
Improving marketing and sales ROI.
Developing new distribution channels.
Strengthening value propositions and messaging.
Improving investor satisfaction and experience.
Request Pricing

Detailed Overview.

Our Fractional CMO packages offer comprehensive, subscription-based marketing leadership tailored to meet the unique needs of Fund Managers. It delivers the expertise and resources necessary to drive growth, optimize investor relations, and achieve market leadership in your investment niche.

Growth Marketing

Growth marketing accelerates a firm’s expansion by focusing on scalable and sustainable strategies, ensuring that Fund Managers achieve long-term growth and longevity in an increasingly competitive market.

Content Marketing

Consistent, targeted content keeps your fund top-of-mind for investors, partners and the media. It educates and nurtures potential clients, supporting lead generation and reinforcing your market position.

SEO (Search Engine and Search GPT optimization)

High search visibility drives organic traffic and attracts qualified leads. Optimizing your website and digital channels supports corporate objectives by enabling discoverability, expanding your network and reducing acquisition costs.

Social Media

Engaging with investors on the right platforms strengthens your reach and strengthens relationships. A social media strategy supports brand awareness and drives investor, partner and media acquisition, essential for scaling your operations.

Investor Relations and Media

Positive media coverage and strong investor relations build credibility and trust with journalists. It aligns with corporate objectives by improving your fund's reputation and building a loyal investor base.

Product Marketing

Tailored product marketing creates appeal and generates interest for your investment offerings, ensuring they resonate with specific target markets and investor profiles, enabling you to stand out among your competition.

Email Marketing

Email marketing strengthens continuous engagement and supports investor retention. It ensures consistent communication, helping to build trust and encouraging repeat investments and media coverage.

Analytics and Tracking

Data-driven intelligence allow for strategic adjustments and performance optimization. Marketing, Sales and Investor Relations analytics supports corporate goals by ensuring that marketing efforts are efficient, effective, and aligned with the fund management firm's objectives.