What is a Fund Marketing Strategy?

A fund’s marketing strategy is designed to build awareness and ultimately convert prospects into investors.

The goal of a strategy is to move prospects through the awareness, consideration, and decision stages of the buyer’s journey. A fund’s digital marketing strategy is essential to driving brand awareness and generating leads. Leads that convert into investors contribute to a fund’s ultimate objective: raising AUM and building a portfolio.

A fund manager must be strategic and tactical with their fund marketing approach. Gate 39 Media specializes in fund marketing as a guide to both new and established funds.

The Basics of Fund Marketing?

Reaching a target audience begins with understanding their needs and interests first, then building a fund marketing strategy to reach them in the digital spaces they frequent.



For new fund managers, fund marketing typically takes place in stages. After the fund is registered, a logo and brand identity should be created to set the foundation for all future marketing assets.


Then, a pitchbook should be created to tell the fund’s story and build trust with potential investors.


A responsive and custom website is also an asset that modern fund managers need as a key component of fund marketing.

Digital Marketing Tactics for Fund Marketing

Digital Marketing Tactics for Fund Marketing

  • Logo Design & Branding
  • Professional Email Templates
  • SEO
  • Professional Pitchbook
  • Sell sheets / Tearsheets
  • Social Media Profiles
  • Professional Website
  • Interview Videos
  • Podcasts

Types of Funds that Benefit from Digital Marketing

Funds that benefit from digital marketing services include:

  • Hedge Funds
  • Alternative Investment Funds
  • Commodity Funds
  • Quantitative Funds
  • Crypto Funds / Digital Asset Funds
  • Private Equity Funds
  • Fixed Income Funds
  • Global Macro Funds
  • Algorithmic Funds
  • Long/Short Equity Funds
  • Short Only Funds
  • Market Neutral Funds

What Makes Your Fund Special?

Yes, I’d like to learn how Gate 39 Media can help with my fund marketing.

Request a fund marketing Discovery Call to Get Started.