Start with these two things to drive value to where you’re needed most in the capital raising process: the 1:1 engagements with prospective investors.

10 weeks before Thanksgiving hits. It’s time to saddle up for this mighty important stretch: the crucial period to attract new investors and have re-up dialogues with your existing LPs... the clock’s already ticking. Choose your battles and based on your AUM / marketing budget.

Behind the tall and thick walls of institutions, are people. Your stories on the following two pages create narratives that help you stand out from your peers…

Performance alone isn’t enough to attract an allocation. We've seen some of the best-performing funds struggle to attract investors because of “un-institutional” material (true story). After “send me your marketing deck...” happens, your presentation is on its own.

LPs value authenticity, and you going the extra mile. 2022 was bad for the average investor and there’s no sugar coating it… it sucked.

With overall fundraising activity slowing down, marketing campaigns being paused, and your corporate gifts hopefully arriving at LPs’ addresses in the next 2 weeks, it’s finally time to pay attention to what's your most heavily utilized marketing asset.

Portfolio Managers live and breathe low correlation, low volatility, and stable expected returns – if this has been your value proposition, you’re in pole position to solidify that message.

Fundraising costs have not been spared as inflation has inherently diminished the value of a dollar allocated to marketing. Marketing expenditures are rising across the board... how much, you might ask?

Have shifts in the market resulted in LPs losing touch with your value proposition, and where do you sit in their portfolio construction? 

Here are the 3 pitfalls that you should avoid in order to build reputation and extract value from your marketing efforts.

Cut through the noise, capture client interest, maintain ongoing relationships...there are very few things more valuable to a marketing process than the effective management of a CRM and marketing communications system.

Cut through the noise, profile LP interest, grow AUM... there are very few things more valuable to a marketing process than the effective management of a CRM system and marketing communications system. 

Capital+ recently spoke with 2 visionaries behind LawMiner®, Hong Kong's first-ever AI-powered legal analytics and social listening platform, on how law firms can make use of new technologies to enhance their BD efforts.

In the preceding quarter, we observed an increase in redemption requests and a nearly +20% surge in LP engagement (Q1 2022 vs. 2021 average). So, what now for Fund Managers? 

Beyond merely “existing online”, one has to earn the right to be hit with cold outreach; prospective clients will only call you if you’ve demonstrated credibility and reach. 

The Asset Management and Alternatives industry seen by many as an “old boys club”. However, most people on the inside broadly agree that there have been [relatively] big strides forward in gender equality. In marking International Women’s Day 2022, Capital+ spoke with Danielle Patterson from Family Office List.

The saturation of the market, suppression of fees, and knowledge shift from provider to consumer means that law firms (especially boutique law firms) can no longer solely rely on referrals to grow their client base.

Head into marketing events with the right intensions, and you will find yourselves engaging more effectively with managers.

Getting the proverbial “house in order” and marketing investments as you prepare your 2022 Fundraising Plan.

Placement Agents / Institutional Capital Raisers are great at touting their ability to raise millions through referral networks and a few calls. However, things are never as easy as they’re made out to be.