top of page

Important Disclaimers
This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC.

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. What you do or not do today will impact you months from now.


A man planning his marketing pipeline.

The end of the year seems to be the typical time most funds evaluate their pipeline and set goals.


Do you have enough prospective investors in the pipeline to get an allocation by mid-2019?


“Don't put off until tomorrow what you can do today” -- Benjamin Franklin

In the last 10 years, the competition for assets and returns have increased tremendously, and the length of time of raising capital has elongated. Be mindful of these typical statistics when you build up your marketing strategy.

  • 8 to 11 meetings to an allocation

  • 8 months to 2 years to an allocation

  • Average 8 hours to get the first meeting


We have numerous discussions with funds of all sizes. Two of the biggest mistakes we see that should be avoided are:

  • "I stopped marketing because we had a down month"

  • "I stopped prospecting new investors because I had to concentrate on closing investors"


Planning your Marketing Pipeline
  • Are you evaluating your marketing strategy for 2019?

  • Are traditional marketing methods working for you?

  • Do you have the right team, resources, strategy to be a success?





Comments


Access PrimeAlpha Alternatives Education, Research, and Database of Managers and Investors
bottom of page