We Help Investment Boutiques

|| Sales + Marketing Client ||

Two Portfolio Managers from Chilton Investment Company (a $5B institutional firm that ran the largest long/short commodity hedge fund in the world) broke away and co-founded a firm focused on a global natural resources strategy. They had a strong following but a bit of archaic marketing in place and wanted to launch a new mutual fund, seeded with their own money.

They hired us to provide sales and marketing services, utilizing technology to help them run more sophisticated campaigns. We grew their blog subscriber list in Hubspot from zero to almost 22K and increased their website visitor sessions by almost 600%. We elevated their collateral and connected them with Early Adopter investors.

With our help, they launched a new mutual fund, proved investor demand to get on the coveted RIA platforms, and crossed critical milestones, including $200mm AUM.

|| Sales + Marketing Client ||

A $4B institutional hedge fund firm wanted to launch a new mutual fund family. Fun fact: This is the only firm our own founder ever cold called. She explained how we could help them and quickly developed a partnership! We executed a groundbreaking storytelling campaign (well before storytelling was a buzzword). We also built a suite of marketing collateral, leveraged an old book of market commentaries and helped promote new articles in industry publications. We went on the road and connected them with early adopter investors.

We helped them launch the new mutual fund, proved investor demand to get them on the coveted RIA platforms, and raised over $1B in just 3 years.

|| Sales + Marketing Client ||

A Portfolio Manager from GLG (a well respected alternative investment firm) left to launch his own investment boutique with two other specialists. Fun fact: The three co-founders were childhood friends! They wanted to launch a mutual fund, but there’s a perception that the “bigs” are better when it comes to bonds. It’s tough for boutiques to raise capital, even tougher in fixed income.

With a $40mm in a new fund, they partnered with us to execute our sales and marketing blueprint. We connected their firm with early adopter investors, hosted webinars, created a powerful suite of marketing materials, executed content-based marketing campaigns, and proved investor demand to get them on the coveted RIA platforms.

In 3 years, we helped them raise over $400mm. They went on to reach peak fund AUM of $913mm and their firm is now multi-billion in overall assets.