Marketing Resources

Ask most emerging managers to describe their investor communication strategy, and you'll hear a version of the same answer: a monthly performance update, a quarterly letter, an annual letter. It's a solid rhythm — and it's also the wrong question.

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.

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.

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.

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 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.

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.

Email remains the preferred communication method for investors, offering superior organization and reference capabilities compared to investor portals.

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.

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 database implementation extends far beyond the annual subscription.

Standing out in this crowded landscape requires more than persistence—it demands strategic communication.

Databases provide a foundation. The database itself doesn't create relationships; it enables your team's relationship-building efforts.

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

Classic City is a full-service web development and IT consulting company

In today's dynamic global marketplace, managers must continually evolve their marketing and public relations (PR) strategies

Placement agents, or third-party marketers, provide a range of services to managers that vary in both price and delivery.

Family offices are private wealth management advisory firms designed to serve ultra-high-net-worth investors.

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. In the past, the cost and complexity were barriers to adoption. Now there are no excuses. Not on