Situation
The co-portfolio managers and the head of investor relations needed to raise funds for their young, growing hedge fund. They were struggling to distinguish their fund’s value in a crowded and competitive alternative asset environment. The portfolio managers were excellent investors but were not natural presenters.

Solutions

• Franchetti Communications reviewed the hedge fund’s existing marketing materials and pitch book prior to working with the portfolio managers

• Half-day of intensive presentation coaching, with a focus on marketing and sales meetings, including on-camera meeting simulations

• Q&A strategy mapped out to allow the investment team to articulate their unique positioning and value proposition to potential investors

Results

• The head of investor relations was able to revise their marketing materials to more accurately distinguish the fund’s unique positioning in the market

• The co-portfolio manager confidently presented their opportunity to potential investors, resulting in a higher commitment rate