As a new alternative investment sponsor, a fund launch can be both exciting and challenging. You want to stand out, capture attention, and effectively communicate the value of your offering to financial advisors and investors. But where do you start?
At Marketing Intent, we embrace the challenge of launching a fund. For fund launches, we create a comprehensive set of essential tools that will help you successfully bring your fund to market. Internally, we like to call this the “fund launch playbook.”
The playbook is built on three foundational elements: a fund fact sheet, a PowerPoint presentation, and an email template. These materials work together to tell your fund’s story, clearly communicate its value, and engage your target audience.
Your Fact Sheet is More Than Just a Fact Sheet
At the core of any great marketing effort is a compelling story.
During a fund launch, it’s not enough to present the numbers and technical details — you need to communicate the why behind your offering. What differentiates your fund from others? What’s the unique value that will capture the attention of financial advisors and investors? A story conveys your why efficiently and impactfully.
Your fund’s story should shine through in all of your materials, including your fact sheet. As we often say at Marketing Intent, “a fact sheet isn’t just a fact sheet.” It’s a storytelling tool.
This one-pager is often the first thing advisors use to understand your offering. It should explain the core details — such as the fund’s structure, strategy, and performance expectations — but also clearly convey the story behind the offering.
The fact sheet should leave advisors feeling confident about your fund, and ready to put it in front of their clients. Using facts to tell a story, rather than merely presenting them to advisors, positions your fund as a smart, attractive option for investors, and can elevate your fund launch.
Creating Cohesive and Digestible Materials
We’ve seen many complex products with PowerPoint presentations that overwhelm or confuse financial advisors. If advisors can’t make sense of the materials, they certainly won’t feel confident presenting your fund to their clients.
The materials in your fund launch playbook should work together to tell the story of your fund in a way that is easy for advisors to understand and, more importantly, retell to their clients.
Rather than loading your PowerPoint with every piece of information, try to highlight the key points that support your fund’s narrative. The goal is to create materials that are clear, concise, and easy for advisors to absorb. Remember, the simpler and more straightforward your materials are, the more likely advisors are to engage with them and pass along your message.
Creating a Unified Story Across Channels
Your fund launch materials should complement and support one another. This makes it possible for your materials to be clear and concise, while also giving advisors all the information they need. A sense of cohesion also helps tell a more impactful story with your marketing.
This brings us back to the fund launch playbook: your fact sheet, PowerPoint, and email template should all work together, each playing a specific role in telling your fund’s story.
- The Fact Sheet provides a high-level snapshot of your fund and key data points.
- The PowerPoint dives a bit deeper, offering a more comprehensive view while still remaining clear and digestible.
- The Email Template serves as the starting point for communication, introducing advisors to your fund and driving them to engage with the other materials.
Together, these elements create a full, cohesive story. Advisors should be able to move seamlessly from the email, to the fact sheet, to the PowerPoint, with each piece reinforcing the same narrative. This approach ensures that your message is clear and consistent across all platforms, helping to build trust and understanding.
The Role of Marketing Intent in Your Fund Launch
When you partner with us to develop your fund launch marketing, we take the time to understand your product, your audience, and your goals. We ensure that every piece of collateral you use works together to tell a cohesive, powerful story that resonates with financial advisors and investors alike.
We know how to make the process smooth and efficient. We’ll work closely with your team to ensure the materials we create are not only high-quality and professional but also easy to use and adaptable for your unique needs.
If you’re preparing to launch a new fund and need support pulling together a cohesive marketing strategy, reach out to us today. We’d be happy to meet with you to discuss how we can build a custom playbook that highlights your fund’s strengths and sets you up for a successful launch.