Portfolio

SCIO Capital LLP, an alternative investment fund with 12 years in the financial industry, needed a website revamp to attract investors and gather data for long-term outreach.

We aligned the website with SCIO's sales process, transforming it from an overwhelming 32-page site to a concise 5-page site, excluding legal pages.

Our focus was on impactful information, placing key fund data on the landing page to capture investor attention, and illustrating the investment strategy for easy comprehension. We highlighted the fund's unique value proposition with concise arguments, allowing visitors to explore relevant aspects.

We improved the disclaimer by moving factsheets to the investment page with a tailored CTA for each region's regulations, increasing engagement and time spent on the site. Using Docsend, we collected contact data on prospects, integrating it into the CRM for follow-up.

Additionally, we developed a 6-page dashboard to monitor website performance and visitor behaviour, enabling SCIO to capitalise on data for their marketing efforts.

Rokitta Global Business (RGB) is an international advisory firm specialising in tax restructuring, asset protection, and asset structuring. Although RGB is not our primary target, it shares a similar clientele with the alternative investment funds we serve. Founded by one of our clients, RGB needed a brand that stood out while maintaining exclusivity for high-net-worth individuals.

We conducted an in-depth analysis of the company and created detailed personas of their target clientele. This analysis informed the strategic development of RGB's brand identity and website.

Our approach prioritises conciseness and thorough information. We integrated copy directly into the website design, avoiding the traditional method of adding text to pre-built templates. This tailored approach ensures a lasting website that effectively communicates the company’s value while keeping visitors engaged.

We collaborated with SCIO to document and streamline their sales process, aligning it with their AUM goals. Our analysis identified overlapping stages and heavy manual efforts. We integrated APIs with their CRM to collect sales performance data and established key KPIs.

We transitioned them to a modern CRM, imported existing data, and automated lead creation at the initial stage. We defined stages for prospective investors and focused data collection efforts, such as integrating their pitch deck into Docsend at the “Proposal Made” stage to track investor interest. We customised their qualification strategy, allowing C-level executives to concentrate on high-leverage tasks while team members handled preliminary calls.

Automated email templates for each acquisition stage ensured personalised, compliant communication, enhancing investor engagement. Finally, we developed a customised data dashboard to provide insights and identify areas for continuous improvement.

RPC Group, a private equity firm specialising in succession planning, needed tailored pitch decks for companies and investors. We developed a cost-efficient template with specific slides on investment strategy and market opportunity.

We segmented RPC's information to create high-impact decks, mapping out target audience journeys while adhering to the sales process. Wireframes were used to ensure concise structuring, including case studies to substantiate claims.

After writing the copy, we designed the decks to enhance comprehension and retain investor attention. Using Docsend, we tracked investor interactions and collected performance data, integrating this into the CRM to build a prospective investor list.

Our approach made RPC Group's pitch decks targeted, concise, effective, and engaging both for companies and investors.

RGB, an international advisory firm specialising in asset protection and restructuring, required a customised CRM to automate significant portions of their sales and onboarding processes. We collaborated with them to identify key steps in these processes and conducted a comprehensive audit to pinpoint areas suitable for automation, aiming to reduce the time between inquiry and client onboarding.

We meticulously documented the entire process and began by integrating contract templates into the CRM, embedding data fields to automatically populate client and service information. Additionally, we imported details of their services and associated costs to streamline deal information and automate invoice generation. We also developed email templates for each stage of the process, thereby significantly reducing labour costs. Furthermore, we created a customised data dashboard to facilitate the monitoring and enhancement of sales performance over time.

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