Empowering Alternative Investment Funds
Optimising investor acquisition processes for alternative investment funds under $500 Million AUM
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Achieving $500 Million in Assets Under Management (AUM) for alternative investment funds is a significant undertaking.
Our approach
Large financial institutions dominate the market, receiving the majority of invested funds each year. This leaves smaller alternative investment funds with limited capital raising opportunities, despite outperforming their larger counterparts.
Through optimising your investor acquisition processes, you capture greater capital raising opportunities. This is achieved by engineering a framework of data-driven systems and processes which enable your financial funds to raise capital effectively. At Alpha Partners we integrate the tools and materials you need to attract, nurture and convert investors, alongside traditional fundraising methods.
Services & Strategy
Building an ecosystem which allows investors to comprehend your financial products efficiently.
Pitch Deck
The pitch deck is a crucial first encounter for investors, often determining the success or failure of a deal. Its purpose is to reduce the time between inquiry and investment, ultimately driving sales.
Optimising the deck means ensuring that it is concise, compelling, and correctly prioritised. This is achieved by:
- Highlighting Key Performance Metrics.
- Monitoring the deck performance, allowing for data-backed improvements.
- Streamlining Information to prevent investors form being overwhelmed.
- Tailoring the deck to fit seamlessly with your sales process.
This approach clearly conveys your product’s unique values and demonstrates why the market opportunity you are providing is advantageous compared to larger institutions. Ultimately, it significantly increases the likelihood of conversion.
Website Design & Development
50% of offline investors gather information online before finalising a deal, with 8 out of 10 spending over an hour researching (Boston Consulting Group).
Therefore, it is important to build a website that serves as a digital introducer for your fund. Developing a website can increase your fund’s visibility and optimise the investor acquisition process.
This is achieved through:
- Creating a website that is aligned with your sales process.
- Setting up disclaimers in a manner that allows you to abide by regulations without hindering user experience.
- Providing engaging and valuable information.
- Integrating the information into the design to ensure it is communicated effectively.
Undertaking this approach can result in an influx of leads. A client of ours increased their investor leads by 3000% as of June 2024 using this strategy.
Sales Process Automation & Optimisation
Funds spend a significant amount of time and resources attempting to convert leads into investors. However, they often overlook a key effort that can significantly reduce the time required for conversion: collecting data on their sales process, automating administrative tasks, and streamlining it.
This can be achieved by:
- Auditing the current sales process to identify tasks that can be automated.
- Implementing automation to collect and analyse data on lead behaviour.
- Utilising data to make informed decisions and improve conversion rates.
- Documenting the sales process.
The approach ensures a streamlined sales process, enhancing your fund’s ability to nurture leads into investors. Most importantly, it allows your team to focus on high-impact tasks which build relationships with leads.
Content Production & Distribution
Traditional fundraising methods focus on investors who are ready to invest. This overlooks a large segment of your target audience – the investors who are still gathering information.
Alternative investment funds also operate in a niche market or deploy a niche strategy. This increases investor objections and requires more time and resources to shorten the time between inquiry and investment.
Therefore, it is important to educate and provide information regarding your investment approach to both existing and potential investors.
This can be achieved by:
- Creating a customised monthly newsletter displaying fund performance to existing investors.
- Developing content to provide value and information to your target audience.
- Developing a content distribution strategy that allows fund awareness to increase over time.
This approach helps focus on an untapped segment of potential investors and nurtures your relationship with existing investors.
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What our customers say
Trusted Partner Who Goes The Extra Mile To Understand Your Business, To Create A Bespoke, Unique Product That Gets Results.
For well over a decade, SCIO’s funds had consistently outperformed the competition. However, a distinct lack of focus on sales and marketing limited our growth and ability to raise capital.
Alpha Partners’ began at first principles, working with us to better understand our target market and how to more effectively communicate our USP’s.
Within this framework we built our presentation materials, created a new website, introduced an automated CRM and are now working together to create a best-in-class marketing campaign.
At every stage of the process Implementation focused on data acquisition with a view toward optimising client acquisition protocols.
If you are looking for a trusted partner who goes the extra mile to understand your business to create a bespoke, unique product that gets results, look no further than Alpha Partners.
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Working with Alpha Partners has turned out to be a game changer for SCIO.
For well over a decade, SCIO’s funds had consistently outperformed the competition. However, a distinct lack of focus on sales and marketing limited our growth and ability to raise capital. Alpha Partners’ began at first principles, working with us to better understand our target market and how to more effectively communicate our USP’s. Within this framework we built our presentation materials, created a new website, introduced an automated CRM and are now working together to create a best-in-class marketing campaign. At every stage of the process Implementation focused on data acquisition with a view toward optimising client acquisition protocols. If you are looking for a trusted partner
If you are looking for a trusted partner who goes the extra mile to understand your business to create a bespoke, unique product that gets results, look no further than Alpha Partners.
Our exclusive focus on alternative investment funds allows us to deeply understand and tailor high-quality solutions to their specific needs.
Industry Expertise
We integrate your financial products into strategic implementations, unlike other firms that offer only generic marketing material. Our extensive experience ensures efficiency and strategic depth, aligning with your product, sales, and fundraising processes.
Data - Driven
We integrate data into our solutions for continuous monitoring and optimisation. In developing your sales process, we collect data to ensure effectiveness and identify areas for improvement. Similarly, our pitch deck pages are data-driven, allowing us to analyse and optimise them over time to enhance investor conversion.
The purpose behind our work
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We’re driving meaningful change and shaping a more inclusive and equitable financial landscape.
Upon joining a family office, I observed that alternative investment funds often yield higher returns than industry giants like JP Morgan and Goldman Sachs. Despite this, larger firms manage significantly more Assets Under Management (AUM) due to their longstanding industry presence and substantial marketing investments.
Recognising this disparity, I founded Alpha Partners to level the playing field. Our mission is to empower exceptional independent funds that challenge the status quo. These funds typically rely on introducers and placement agents, investing little in marketing. Consequently, larger firms capture over 90% of the industry's invested funds.
At Alpha Partners, we develop data-driven systems and processes to help these funds raise capital more efficiently. By optimising investor acquisition processes, we enable them to achieve milestones like $250M and $500M AUM whilst reducing third-party commissions.
We believe in the potential of these funds to deliver unparalleled value to investors. Our goal is to ensure they receive the recognition and appreciation they deserve for their performance and innovation.
Investor Objections – How to Identify Them Before You Get on a Call?
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In the fast-paced world of alternative investments, identifying investor objections before they arise can be the key to accelerating deal closures. By anticipating these concerns, you can optimize the use of time, resources, and capital, leading to more efficient growth. However, predicting investor objections is often perceived as a challenge, much like playing a game of chance. But with the right strategy, it doesn't have to be.
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How to build a pitch deck which converts, for investment funds?
Pitch decks are essential tools for alternative investment funds to raise capital. However, they often fall short of their primary objective. We present a framework and precise steps to create a pitch deck that successfully raises capital.
