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Category: Project Management

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Are Your Alternative Investment Marketing Materials Confusing Your Sales Team?

Marketing teams—here’s a tough but important question: are you accidentally confusing your sales team? 

In the alternative investment world, this happens more often than most firms realize. Marketing teams are constantly producing materials—quarterly updates, monthly reports, annual summaries, acquisition announcements, dividend updates, and more. Over time, that content piles up. And if older materials aren’t actively removed or archived, sales teams can end up pulling from outdated, inconsistent, or even non-compliant resources.

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Make Marketing Technology Your Friend:  Simplifying Marketing for Alternative Investment Firms 

Technology can be intimidating, especially for alternative investment asset managers. The constant evolution of new programs and the complexities of implementation can make anyone want to bury their head in the sand. However, in today’s digital age, technology is not the enemy—it’s your friend. It can streamline your operations, save time, and elevate your marketing efforts. In this article, we’ll explore the benefits of embracing technology to make marketing easier.

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Why “Done” Often Outweighs “Perfect” 

In marketing, a common struggle often arises: How do we strike a balance between perfection and getting something done? If you’ve ever found yourself agonizing over every detail of a marketing piece, only to see deadlines whiz past, you’re not alone. Read on for insights from almost three decades in the marketing trenches. Sometimes, done really is better than perfect.

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Do We Have the Capacity to Take on Your Next Project? 

Clients often ask how we know we have the capacity to take on one of their projects? The answer lies in project management. We’re dedicated to maintaining a high level of project management in both our systems and our personnel to understand our capacity, accurately estimate when we can deliver projects and so that we can provide our clients with high-quality deliverables. 

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Doing More of What Really Matters 

There’s a lot of marketing that’s done today simply because people think it should be done. But much of it doesn’t go to the end of raising capital for asset managers. Our approach is to take some of the principles from Greg McKeown’s book and apply them to our clients to help them focus on pursuing what really matters – which is raising capital. We review our clients’ marketing programs and plans to ensure they support their capital raising efforts and goals. 

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The Power of the Pivot

Being flexible in today’s market is critical to success. Is your team ready to change direction abruptly if necessary? Read this article for tips on ensuring your team is prepared to pivot.

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