Fund Marketing

A fund’s name, logo, and brand identity should be professional, memorable, and support the fund’s value proposition. It pays to invest in your fund’s brand development with professionals.

You get one chance to make a strong impression with potential investors. Full professional brand development can help your new fund look anchored, sophisticated, innovative, and trustworthy.

A fund website is a key component of a fund marketing strategy. Potential investors expect a fund to have a website – to validate information, learn more, request performance data, or connect with principals.

A fund website should reflect its brand, summarize highlights, and deliver a user-friendly, secure, and responsive experience across all devices.

A website will allow potential investors to access and connect with fund managers to further key conversations.

Fund managers create a strong first impression when presenting a strategy to potential investors through a professionally created pitchbook.

A pitchbook provides an overview of a fund’s program, benefits, unique attributes, performance, and expertise of the fund’s managers.

Fund managers must carefully manage prospect and investor contact information. This is where a customer relationship management system (CRM) can properly organize and secure sensitive information.

Additionally, if a website has a contact form or a form requesting fund details, submission information should flow into a CRM. An automated thank you email can set expectations for the prospect while simultaneously notifying the fund manager. This is just the tip of the iceberg when it comes to marketing automation options.

A CRM solution such as HubSpot has marketing automation built in.