Capital Formation Specialist Drove Asset Growth for Private Equity Firm
Industry: Investment Management
Project Overview
Goal
Increase Assets under Management, expand investor base, build out CRM, Clean up investor data and upgrade their website to maximize SEO
Results
Increased AUM by 30%, Expanded investor base by 200%, Established 250+ new qualified investors, Improved conversion rates by 40%, Implemented new CRM, Data scrub, Website redesign.
Background
The firm is a leading private equity and private debt company investing in the consumer and wellness sectors across the U.S and Canada.
Engagement Outline
Challenges
Narrow Investor Base:
75% of the client’s capital came from a small group of investors, risking long-term stability and future growth.
Data Inconsistencies limited Actionable Insights:
Poor CRM data integrity hindered investor relationship management and actionable insights.
Lack of Go-To-Market Strategy:
The client lacked a systematic approach to prospect research and outreach, missing investor engagement opportunities.
Outdated Website and Engagement Gaps:
An outdated website and lack of engagement activities (e.g., webinars, events) undermined marketing effectiveness.
Key Solutions Implemented
Diversified their Investor Base:
We used data analytics and market research to identify and engage 200+ new qualified investors, increasing outreach and investment opportunities
Cleaned Up Data, Implemented New CRM, Provided Actionable Insights:
We cleaned and reorganized disparate data, transitioning the client to a new CRM system for improved data management and actionable insights, supporting more effective outreach.
Created Marketing Materials & Implemented Go-To Market Strategy:
We delivered a comprehensive go-to-market strategy (lead identification, appointments, outreach/follow-up) and marketing materials, resulting in significant asset raises.
Enhanced Digital Presence and Client Engagements:
We redesigned the client’s website, rebranding them and improving their market presence and Google rating. We also implemented investor education through webinars, events, and conferences.
Conclusion
Strategic initiatives drove significant growth: client engagement surged 125%, boosting asset growth and conversion rates by 40%. A 200% investor base diversification (250+ new relationships) increased AUM by 30%. Website redesign, rebranding, and robust engagement (including regular events) enhanced visibility and conversions. Data cleanup and a new CRM streamlined outreach and broadened the client base, positioning the firm for sustained growth.
