how we engage
Built Around Your Team
Every fund is different. We run the full program on your behalf, or step in alongside your existing team wherever support is needed. Every engagement is structured around your reality, not a fixed model.
TEAM SUPPORT
We Strengthen Your Team
We plug in alongside your existing team, filling gaps and adding capacity wherever needed, across any part of the marketing program.
Full Service
We Run the Program
We take ownership of your marketing and sales program and do whatever it takes within our capabilities to generate qualified investor interest and get meetings. Strategy, content, outreach, infrastructure, and ongoing execution, all managed on your behalf.
OUR APPROACH
A Program Built Around Your Objectives
We start by understanding your firm, your investors, and your timeline. From there, we build and execute a marketing and capital raising strategy tailored specifically to you.
01
Content Planning
We begin each month with a planning session to align on themes, upcoming milestones, and the appropriate mix of brand-building versus lead-generating content for the period ahead.
02
Creation & Production
We produce all content and submit it for your review and approval before anything is published or distributed.
03
Distribution & Promotion
Content is deployed across the right channels, timed and sequenced for maximum investor engagement.
04
Performance Review & Optimization
We track performance and continuously refine the program, so the content strategy improves with every campaign cycle.
01. STRATEGY
Strategic Planning & Project Management
We develop strategic fundraising plans tailored to your objectives and timelines. Our project management sets clear goals and milestones, effectively targets your investor audience, and refines your positioning and messaging to maximize impact at every stage of the raise.
02. FOUNDATION
Branding, Infrastructure & Data Room
We build a cohesive brand identity and essential sales and marketing collateral for your data room and multi-channel campaigns. We institutionalize your digital presence, website, social media, and operational tools including CRM systems, ensuring consistent communication and efficient operations across all platforms.
03. CAMPAIGNS
Campaign Management & Content Marketing
Our holistic approach combines storytelling and meticulous campaign management with engaging content marketing and strategic digital outreach. We oversee all aspects of your campaigns, from concept to execution, ensuring consistency and maximum impact across channels including videos, podcasts, thought leadership, and investor communications.
04. Conversion
Sales & Marketing Integration for Lead Nurturing
We align your sales and marketing efforts to create a seamless pipeline that accelerates conversions. Through a dynamic handoff between marketing and sales disciplines, we effectively nurture leads into investors, crafting compelling messaging at every stage, managing pipelines and contacts, and executing strategic follow-up.
OUR APPROACH
A Program Built Around Your Objectives
We start by understanding your firm, your investors, and your timeline. From there, we build and execute a marketing and capital raising strategy tailored specifically to you.
01
Content Planning
We begin each month with a planning session to align on themes, upcoming milestones, and the appropriate mix of brand-building versus lead-generating content for the period ahead.
02
Creation & Production
We produce all content and submit it for your review and approval before anything is published or distributed.
03
Distribution & Promotion
Content is deployed across the right channels, timed and sequenced for maximum investor engagement.
04
Performance Review & Optimization
We track performance and continuously refine the program, so the content strategy improves with every campaign cycle.
01. STRATEGY
Strategic Planning & Project Management
We develop strategic fundraising plans tailored to your objectives and timelines. Our project management sets clear goals and milestones, effectively targets your investor audience, and refines your positioning and messaging to maximize impact at every stage of the raise.
02. FOUNDATION
Branding, Infrastructure & Data Room
We build a cohesive brand identity and essential sales and marketing collateral for your data room and multi-channel campaigns. We institutionalize your digital presence, website, social media, and operational tools including CRM systems, ensuring consistent communication and efficient operations across all platforms.
​
03. CAMPAIGNS
Campaign Management & Content Marketing
Our holistic approach combines storytelling and meticulous campaign management with engaging content marketing and strategic digital outreach. We oversee all aspects of your campaigns, from concept to execution, ensuring consistency and maximum impact across channels including videos, podcasts, thought leadership, and investor communications.
04. CONVERSION
Sales & Marketing Integration for Lead Nurturing
We align your sales and marketing efforts to create a seamless pipeline that accelerates conversions. Through a dynamic handoff between marketing and sales, we effectively nurture leads into investors by crafting compelling messaging at every stage, managing pipelines and contacts, and executing strategic follow-up.
MULTI-CHANNEL APPROACH
Integrated Strategies Across Every Touchpoint
Each stream of engagement is powerful on its own. The real impact comes when they work together as a coordinated, data-driven program.
01
Infrastructure
-
Branding & Positioning
-
Reporting
-
Digital Setup
-
CRM
-
Investor Database
-
Data Room
-
Website
-
IR Operational Manual
-
DDQ
02
Marketing
-
Direct Email Campaigns
-
LinkedIn
-
Landing Pages
-
Monthly Investor Letter
-
Tear Sheets & One-Pagers
-
Thought Leadership
-
Videos & Podcasts
-
Marketing Deck
-
Verbal & Written Pitch
-
FAQs
03
Fundraising
-
Storytelling & Messaging
-
Lead Generation
-
Investor Letters
-
Fund Reporting
-
Data Analysis
-
Roadshows & Events
WHY PRIMEALPHA
Institutional-Level Marketing, Accessible to Emerging Managers
With the changing marketing landscape and increased competition for capital, innovative marketing solutions have historically been out of reach for smaller firms. The comprehensive, multi-channel strategies that require entire teams with diverse skill sets have been reserved for large firms with large budgets.
We are changing that. By integrating marketing and sales expertise under one engagement model, we empower emerging managers to compete with the same institutional-quality programs that large firms deploy, without the institutional-sized cost.
Our fund-centric approach focuses on maximizing ROI, seamlessly integrating marketing and sales efforts to nurture leads into investors, and executing innovative capital formation strategies that make institutional-level fundraising attainable for every manager we work with.
50+
Years Experience
30K+
Investor Database
Bespoke
Consulting
THE TEAM
Buy Side. Sell Side.
Both Perspectives.
Our core team brings deep cross-functional expertise, the rare combination of financial industry credibility and sophisticated marketing execution.
Amanda Jogia
Amanda boasts a diverse professional background encompassing extensive experience across various domains, including finance, strategic management consulting, business development, strategic execution, operations, marketing, and new business ventures. In addition to her multifaceted roles, she has successfully co-founded three ventures, showcasing her entrepreneurial acumen. Amanda's expertise further extends into venture investment, investment banking, and accounting/auditing realms, underscoring her versatility and proficiency in the financial landscape. Amanda graduated with a BS in Economics from the University of Pennsylvania, The Wharton School of Business.
Melissa Fox
Melissa has a distinguished career in the investment banking and hedge fund industries, marked by her steadfast commitment to nurturing emerging managers and new launches across a broad range of responsibilities. She recognizes the need for comprehensive support and a versatile skill set, particularly crucial in guiding emerging managers through their formative stages. Notably, Melissa has demonstrated a remarkable ability to navigate complex fundraising environments, delivering results by securing capital in challenging market conditions. She holds a triple major from Miami University of Ohio and an MBA from St. Louis University, where she concentrated in Finance and Marketing.
