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Insights


How a Strong Pitch Deck Helps Level the Playing Field for Emerging Fund Managers
If you're an emerging fund manager, and an investor takes a meeting, it’s because something you sent them made them think you were worth an hour of their time. That something is almost always your pitch deck.


Why Emerging Managers Are Losing the Fundraising Race and the One Variable You Can Actually Control
The fundraising landscape has fundamentally shifted, and not in your favor. If you are an emerging manager trying to raise capital in today's environment, you are likely running into the same wall: allocators are cautious, portfolios are full, and the relationships you built are running dry faster than your pipeline can replenish them.


Fundraising for Emerging Managers: Choosing the Right IR Path at the Right Time
Fundraising for emerging managers is one of the most demanding challenges in the investment management industry. There are productive meetings and frustrating dead ends. Some weeks feel like real momentum is building; others feel like starting over.


Alternative Investments Advisor Education: The Content Gap Holding Back Allocation
The alternative investments market is expanding significantly within the wealth management channel. Vehicles such as interval funds, non-traded REITs, and evergreen fund structures have made alternatives like private credit, private equity, and real assets more accessible to a broader range of qualified investors.


From $5 Million to $1 Billion in commitments: How One Hedge Fund Manager Defied the Odds
When Kapil Rastogi sat down with us four years ago, he was managing $5 million and navigating the lonely, uncertain path that every emerging hedge fund manager knows too well. Fast forward to today: he's secured a prestigious family office commitment with clear intention to consume his entire billion-dollar capacity.


The Email Marketing Crisis Facing Fund Managers: Why Most Struggle with Lead Generation
Email remains the preferred communication method for investors, offering superior organization and reference capabilities compared to investor portals.


Why Most Small Funds Fail: The Critical Marketing Metrics That Determine Fund Survival
The alternatives landscape is littered with the remnants of small funds that never make it. The funds that survive and thrive share one critical characteristic: they treat fundraising like a science, not an art.


Beyond Fact Sheets: How Can Alternative Fund Managers Revolutionize Investor Marketing
Today's successful fund managers understand that effective investor relations require a sophisticated, multi-faceted approach that goes far beyond basic performance reporting.


The True Cost of Investor Databases: Maximizing ROI for Fund Managers, Part 3
The true cost of database implementation extends far beyond the annual subscription.


Strategic Investor Outreach: Essential Skills for Fund Managers, Part 2
Standing out in this crowded landscape requires more than persistence—it demands strategic communication.


Debunking Investor Database Myths: Why Your Contact List Isn't Working, Part 1
Databases provide a foundation. The database itself doesn't create relationships; it enables your team's relationship-building efforts.


The Path to Funding – iConnections Meeting Follow Up
What is the critical “next step” in the path to funding? It seems all too simplistic, but Follow Up is a must!


A Guide to Sustainable Crypto Investments
Discover key strategies for sustainable crypto investments, risk management, and how to navigate the volatile digital asset market.


Mastering Private Debt Markets with Spring Hollis of Star Strong Capital
Spring Hollis is the founder of Strong Capital, a private debt investment firm focused on lending to lower middle market companies


Private Equity Allocation Considerations: Unveiling Key Characteristics
A comprehensive exploration of private equity investments. Delve deeper into the strategies, risks, and rewards of this complex asset class.


Effective Management of Investor Distribution Lists for Alternative Fund Managers
Regular maintenance of your distribution list is essential to ensure that the data is current and accurate.


Embracing Video: A Strategic Imperative for Modern Marketing
In the dynamic landscape of modern media, the evolution of viewer preferences has been unmistakable. Since the pioneering days of MTV


Hedge Funds 101: Understanding Maximizing Returns and Mitigating Risks
A hedge fund is a type of alternative investment fund that pools capital from accredited or qualified investors


The Basics of Investing in Real Estate Funds
Real estate funds are collective investment schemes that focus on acquiring and managing a portfolio of real estate assets.


Private Credit Funds: Unlocking Opportunities and Managing Risks
Private credit funds are investment vehicles that allocate capital to non-public entities
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