Client Use Cases
Check out below five ways clients engage us to help them build and grow their companies.
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A True Dedication to Client Servicing
We use a dynamic scoring methodology and system called “The Scorecard” as a unique element throughout our engagements.
This allows clients to review their growth in real-time as they develop their investment management companies.
Every client is assigned a dedicated Client Success Manager to ensure all milestones are met throughout the engagement.
Use Case #1 :
Go-to Market Plan for New Fund Launches
You are competing for capital against thousands of funds globally. Our team brings deep global investor insights, business management and operational expertise in addition to offering one of the strongest levels of expertise and global connections within the emerging manager space.
As the Founder of the world’s first Global Emerging Manager Incubator, we are a fund manager’s best bet in knowing how to successfully launch and grow assets.
Use Case #2 :
Collateral Development
We work with our clients to layout, design and build investor collateral (i.e. investor presentation, fact sheets, investor letters, thought leadership, etc.) that is not only beautifully designed, but drives results.
You will work with a senior member of our team, our designer and your dedicated Client Success Manager to ensure we capture the unique essence of your company’s value to investors.
Use Case #3 :
Roadshow Planning
The process of raising assets is a difficult and stressful one. Our team brings deep global investor insights that support the fund no matter which investor type or region they are seeking to target.
We help our clients navigate and build out action plans, we offer competitive market intelligence in addition to integrating our dynamic scoring methodology, the Scorecard, that lead to successful capital raises. Note: We can work alongside third party marketers and/or your in-house management team.
Use Case #4 :
Cross-Border Expansion and Marketing
Funds are no longer staying within their own local markets to grow their businesses. They are looking to access capital and expand globally to better capture investors everywhere so as to more aggressively increase their assets under management.
When entering a new market there are numerous considerations to have a successful capital raise, we help our clients navigate through all of them.
Use Case #5 :
Stalled Capital Raising Results
Many funds when they launch or are scaling are not fully aware of how to properly compete and showcase their ‘edge’. This leads hundreds and even thousands of funds to realize longer than normal capital raising cycles.
Our clients come to us to break through the noise and better diagnose the best path forward to helping them grow and reinvigorating their capital acquisition efforts.
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