top of page
Before the Demo: What Fund Managers Already Know About You (Part 2)
What is the Buyer Prompt Funnel?
4 min read
Before the Demo: What Fund Managers Already Know About You (Part 1)
AI search is changing b2b buyer behavior A CFO at a $2B PE firm needs a new portfolio monitoring solution. An analyst at a $4 bil private credit shop needs a better way to manage their loan docs A CIO at a $600 mil Nordic family office needs a new portfolio management system. A deal team partner at a $250 mil VC needs a better way to manage their deal pipeline. Instead of calling vendors or asking for referrals, each of them opens ChatGPT and asks what the best solutions are
4 min read
Winning Over the Private Capital CFO: Strategies for Success
The CFO at a private capital firm may not log in daily, but they decide whether your platform gets bought. No matter how enthusiastic the end users in investor relations, finance, or the deal team are, your deal won’t cross the finish line without the CFO’s approval. Why? They are the gatekeepers of operational integrity, cost discipline, and regulatory risk. If your product doesn’t check every box—on ROI, implementation effort, security, and audit readiness—it’s not going an
4 min read
Is Investor Relations Being Left Behind in the AI Push?
(this article was written with the help of Fiona Sherwood, founder of MarketMy.ai) Just about every alternative asset manager is using AI. The question is whether they're using it in all the right places. AIMA reports that 95% of alternative fund managers are now using AI in some capacity. What that number doesn't tell you is what for. For most GPs and hedge fund managers, the AI budget is flowing in one direction: investment research, deal sourcing, and portfolio managemen
7 min read
7 Marketing Myths That Are Stalling Your Growth
7 Marketing Myths That Are Costing You Deals
4 min read
How Compound Marketing Helps Win Deals
"We need more leads." It's the refrain you hear at every board meeting, every sales pipeline review, every time growth hits a wall. The problem is, the vast majority of firms that will eventually buy from you aren't looking right now. They're mid-contract with a competitor. They're too busy with a fundraise. Their systems work well enough that change isn't worth the hassle. This is what LinkedIn's B2B Institute calls the 95-5 rule : at any given time, only 5% of your potentia
4 min read
What Managing Money Taught Me About Effective Marketing
Before I became a marketing professional, I spent a large portion of my career as an institutional investor and allocator. On the surface, managing portfolios for pension funds and endowments, and helping invest-tech firms with their go-to-market efforts, might seem worlds apart. But you'd be surprised how much overlap exists between these two disciplines. The principles that guided my investment decisions have become invaluable frameworks for managing my clients' marketing p
4 min read
Report: Powering the Platform - How GPs are Investing in Their Own Infrastructure
new report: The big story is that GPs aren't just buying software anymore - they're investing in and co-building the infrastructure they'll run on as the industry scales past the next $13 trillion in AUM.
1 min read
Turning up the tech in times of uncertainty
Andre discusses the opportunities for technology firms when the markets go sideways.
1 min read
bottom of page