The three key pillars behind institutional AUM growth

Regardless of what form of asset management you partake in, if you do these three things you will have greater AUM growth. 1. Layer your story strategically Many asset managers walk into a meeting with an LP with no real plan on how they are going to tell their story. Because of this, it is…

New Year’s resolutions for fund managers

Finally! The bad smell of 2021 fades away and the fragrant aroma of a new year, anointed with opportunity, teases our nostrils. It smells like roast beef and daffodils. Welcome, 2022, welcome. At this time of year, it can be customary to enter into a personal contract of sorts and set down a number of…

The Cliffnotes of raising institutional capital

Often times, it is hard to see the forest through the trees. Here is a very simplified outline of how to raise institutional capital. 1. Acquire a list of prospective institutional LPs. (We like Preqin.) 2. Categorize the lists according to who is most likely to invest. 3. Use an email verification platform to determine…

CRM systems: Market like it matters

Every venture firm or private equity firm should be using a CRM system and an email system capable of compiling lead score. Here are 10 less obvious reasons why this is important. Raising capital is a numbers game, the more people you touch the greater chance you have in raising capital. Building audience is critical….

Fundraising for venture managers: The missing piece of the puzzle

Recently traditional ways of communicating have gone through a radical transformation, and the importance of connecting and sharing information is more vital than ever. With the lack of physical interaction, we need to find new ways to adapt and connect with our clients and wider networks. Every venture firm should be using a CRM system…

The most overlooked aspect of marketing for asset managers

The most overlooked aspect of marketing for asset managers – building and communicating to an audience on a consistent basis. I can feel the disappointment. You were hoping for a marketing nugget that could bump up AUM with little effort. Sorry, those don’t exist. Yes, it is obvious… then why don’t people make the effort…