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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.
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!
Why You Need a Website In Your Integrated Marketing Process
Classic City is a full-service web development and IT consulting company
Navigating the Public Relations Landscape
In today's dynamic global marketplace, managers must continually evolve their marketing and public relations (PR) strategies
Do You Need a Placement Agent? And How to Vet One.
Placement agents, or third-party marketers, provide a range of services to managers that vary in both price and delivery.
Marketing To Family Offices And Explaining The Ways They Differ From Institutions
Family offices are private wealth management advisory firms designed to serve ultra-high-net-worth investors.
Virtual Event Strategy Essentials: How to Create Impactful Digital Experiences
As many of you know, PrimeAlpha has been operating in the virtual world since I founded the firm 5 years ago, but I never thought that quara
CRM is a must in today's marketing efforts
CRM is a must in today's marketing efforts. In the past, the cost and complexity were barriers to adoption. Now there are no excuses. Not on
Is Your Marketing Presentation Up to the Task? First Impressions Do Matter
On PrimeAlpha we have over 1000+ amazing funds on the platform. However, the array of marketing presentations varies greatly. This is usuall
Effective Conference Networking Strategy: Turning Event Investments into Opportunities
It’s that time of the year where most funds are evaluating budgets for the next year. We are a big proponent of traditional methods of marke
Planning your Marketing Pipeline
For every day you are not building your investor pipeline you are decreasing your chances of getting an allocation as its a numbers game. Wh
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