Launch your Fund Management Firm.

Start your fund marketing operations with tailored launch solutions for Fund Managers ready to start or scale within 60 days.

Bespoke and ready-made fund marketing for launching your fund business in 60 days.

Specifically tailored for fund managers, we turn the challenges of launching or scaling a fund into strategic opportunities. Our personalized marketing strategies and operational expertise ensure your fund is investor-ready from day one.

Tailored brand development.

Building a unique brand identity and logo that presents your fund's vision and appeals directly to your target investors.

Customized website development.

Development of a professional, SEO-optimized website that is the central digital hub of your fund management firm.

Strategic marketing and sales.

Creation of essential marketing materials, including engaging pitch decks, informative factsheets, and compelling digital content.

Market entry strategy.

Crafting a detailed market entry and expansion strategy that positions your fund locally and globally in compliance with regulations.

Investor relations strategies.

Implementation of targeted investor relations and fundraising campaigns designed to secure interest and investment from key stakeholders.

Investor-centric digital operations.

Streamline your marketing operations with digital tools and processes optimized for efficiency, ensuring your team can focus on portfolio management and investor relations.

Free initial discovery audit.

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

The digitized Fund Manager.

Global wealth and asset managers are undergoing a significant shift. Tech-savvy investors demanding convenient digital solutions for managing their investments.

Fund management digital hubs offer greater accessibility and transparency, allowing investors to monitor their portfolios and make informed decisions in real-time.

The generational shift in investor expectations requires a modern and digital fund management hub.

Challenges.

Traditional fund management firms often face challenges due to manual processes and data silos that lead to inefficiencies.

Without real-time data, Fund Managers struggle to make informed investment decisions and meet the evolving needs of their clients.

Additionally, attracting and retaining top talent is difficult where skilled professionals increasingly seek positions that leverage state-of-the-art technology.

Opportunities.

The digitized Fund Manager creates a platform that streamlines workflows, automates tasks, and enables data-driven decision-making through powerful analytics.

By leveraging state-of-the-art technology, Fund Managers attract and retain investors with a secure and user-friendly platform, acquire lucrative deals through robust deal flow management tools, and build a future-ready team that thrives in a data-driven firm.

Ebook

A Fund Marketer's Website.

Explore the Fund Marketer’s Website, the first Ebook on digitalizing fund marketing. Learn how modern fund managers leverage advanced digital strategies and tech stacks to build high-impact, investor-centric digital fund hubs.

Launch your Fund business package.

Our launch your Fund business package is specifically designed for Fund Managers, providing an all-inclusive solution to establish and grow your fund. The package covers every aspect, from strategic planning and brand development to comprehensive Webflow website creation, ensuring your fund is investor-ready from day one.

Features.

  • Comprehensive brand identity Unique brand development, including logo design.
  • Strategic market planning In-depth marketing and sales strategies, including social media and email campaigns.
  • Investor-centric materials Creation of investor presentations, pitch decks, and digital content.
  • Regulatory compliance Marketing materials are reviewed to ensure compliance with industry regulations.
  • Custom Webflow development: Fully responsive, custom-built website with seamless UX, CMS integration, and advanced features.
  • Ongoing support Post-launch monitoring, issue resolution, and maintenance to ensure continuous improvement.

Contingency.

  • Status meetings Weekly
  • Strategy document Comprehensive strategic document
  • Strategy workshop 1 workshop (1.5 hour duration)
  • Website development Responsive design tailored for all devices.
  • Design complexity Medium design complexity for a professional website.
  • Presentation materials Up to 70 slides developed for investor presentations.
Pricing on request.
Flexible scheduling and delivery within 60 days.
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.
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Detailed Overview.

An all-encompassing solution designed to guide Fund Managers through the process of launching or scaling a fund. The package covers strategic planning, marketing, branding, and advanced Webflow development to create a powerful digital hub within 60 days.

Launch your Fund business.
A solid starting point for establishing your fund business with essential features and a comprehensive contingency.
Strategy components.
Branding identity.
Brand identity development
Logo design
Strategic planning.
Marketing strategy
Sales strategy
Social media strategy
Email marketing strategy
Market research and analysis.
Market and investor profile analysis
Competitor analysis
Country briefings
Execution components.
Marketing and sales materials.
Presentations and pitch decks
Factsheets and brochures
Other content formats (thought leadership)
Basic fund marketing compliance.
Review of marketing materials to comply with regulations.
Essential tools and platforms.
CRM and database implementation
Analytics and reporting
Web development components.
Ideation and concept.
Initial audit
Ideation and brainstorming
Strategy session
Concept development and validation
Roadmap and action plan
UX design and content.
Information architecture and user flows
Wireframing and UX design
Content development and integration
Webflow development.
Site structure setup
Responsive design
CMS implementation
Animations and interactions
3rd party integrations
Basic
Testing and quality assurance.
Cross browser testing
Accessibility compliance
Page speed optimization
Launch and post-launch.
Launch preparations and website transfer
Monitoring and issue resolution
30 day support
Post-launch support
30 day support
Project review and partnership.
Final review
Documentation handover
Handover partnership session