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Marketing Operating System

Our Marketing Operating System is designed to elevate your marketing and sales initiatives. Specifically tailored for alternative investment firms, it empowers you to connect with investors, share compelling content, and generate leads effectively.

OUR APPROACH

Supercharge Your Marketing and Sales Efforts

A Platform That Grows With You. Whether you're just starting out or looking to expand your reach, our platform scales to meet your needs. We offer a wide range of services—from access to an extensive investor database and marketing tools to comprehensive, high-touch consulting—all crafted to help you achieve your fundraising goals.

01

Strategic Planning and Project Management

We develop strategic marketing plans tailored to your objectives and timelines. Our project management sets clear goals and milestones, effectively targets your audience, and refines your positioning and messaging to maximize impact.

02

Building a Strong Foundation: Branding, Operations, and Data Room Essentials

We help develop a cohesive brand identity and essential marketing collateral for your data room and multi-channel campaigns. We institutionalize your digital presence through website and social media development and implementing operational tools like CRM systems. We ensure consistent branding and efficient communication and operations across all platforms. 

03

Campaign Management and 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 marketing campaigns — from concept to execution — ensuring consistency and maximum impact across channels (e.g., videos, podcasts, thought leadership, and vignettes).

04

Seamless Integration of Marketing and Sales for Lead Nurturing

We align your marketing and sales efforts to create a seamless pipeline that accelerates conversions. Through a dynamic back-and-forth handoff between marketing and sales disciplines, we effectively nurture leads into investors. By crafting compelling messaging that underscores your unique value proposition, we engage prospects at every stage. Our services encompass analytics, mapping out sales workflows, managing pipelines and contacts, and executing strategic follow-up.

Our Multi-Channel Approach

Integrated Strategies to Accelerate Your Fundraising

Infrastructure

  • Branding/Positioning

  • Reporting

  • Digital

  • CRM

  • Investor Database

  • Data Room 

  • Website

  • IR Operational Manual

  • DDQ

Marketing

  • Direct Email Campaign

  • LinkedIn

  • Landing Pages

  • Monthly Letter

  • Tear Sheets / One-Pagers

  • Thought Leadership

  • Videos / Podcasts

  • Marketing Deck

  • Verbal, Written Pitch

  • FAQs

Fundraising

  • Storytelling / Messaging

  • Lead Generation

  • Investor Letters

  • Fund Reporting

  • Data Analysis

  • Roadshows/Events

Core Team

Over 50 years of experience.

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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.

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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.

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Our Unique Approach

Making Comprehensive Marketing Accessible to Emerging Managers

With the changing marketing landscape and increased competition for capital, innovative marketing solutions are often out of reach for smaller firms. The comprehensive, multi-channel strategies that require entire teams with diverse skill sets are typically reserved for large firms. We are changing that by offering many of the strategies big firms use — now accessible to emerging managers through our approach. Our expertise capitalized on the integration of marketing and sales needed to implement complex marketing initiatives, empowering you to compete in today's market.

Our Consulting Services

At PrimeAlpha, we offer comprehensive consulting services tailored to the unique needs of emerging managers. With an experienced team across multiple disciplines, we take a multi-channel approach to develop strategic fundraising plans essential in today's competitive capital-raising environment. Our fund-centric solutions focus on maximizing your ROI. By seamlessly integrating marketing and sales efforts, we help nurture leads into investors. We partner with you to evaluate, develop, and execute innovative capital formation, making institutional-level fund offerings attainable without excessive costs.

PrimeAlpha Platform

Discover the power of our Marketing Operating System, crafted to enhance your marketing and sales initiatives. The PrimeAlpha Platform offers actionable investor data, content sharing capabilities, and lead generation solutions that grow with you. Access our extensive investor database, feature your thought leadership content, and utilize marketing tools—all tailored to accelerate your fundraising efforts and achieve your goals.

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