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Hedge Fund Marketing Essentials: Materials, Strategies and a CRM

By Mary Beth Hamilton | Thursday, November 5th, 2015

Effective hedge fund marketing strategies and materials allow firms to capitalize on new opportunities and stand-out from the crowd. However, crafting a unique story that reaches and motivates investors is challenging.

Today I moderated a webinar with speakers from Ovis Creative and Ledgex Systems looking at the current marketing landscape, marketing pitchbook best practices and the role of a hedge fund CRM platform.

Below you can watch the whole webinar or download the slides HERE.

To pique your interest, here is expert advice from Ovis Creative’s Creative Director, Lauren Colonna, about hedge fund pitch book best practices:

  • Don’t go overboard on the content. Create a cohesive but succinct story (total of 20 to 30 pages)

  • Focus on key pages with greatest opportunity for impact

  • Avoid overused terms; remember if a concept or phrase sounds generic to you... they are even more so to an investor who has heard the same theme over 1000 times

  • Maintain a consistent style, voice and tone (reflective of your pitch); Employ perfect grammar, succinctness,  clarity and a consistent message

  • Use bulleted form rather than full text paragraphs; Consider a call out/side bar to enforce a key takeawayShe also covers what’s in a pitchbook, the role of a website and much more.

Ledgex’s Managing Director, Jaime Bean, discussed the role of a hedge fund CRM and provide these CRM selection criteria.

Hedge Fund CRM Selection Criteria Image

 
Watch the Hedge Fund Marketing Webinar


 

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