Capital Raising Methods and Focus

Below is a paragraph excerpt from a book I am writing on hedge funds, which will be published through Wiley in 2010.  It shares some advice on targeting different types of investors.  While other consultants in the industry charge $250-$400/hr to provide this advice to hedge fund managers I give it away here on my blog for free and soon in my book because my business is based on being a source of genuine education and valuable resources instead of just press releases and news re-runs.  If you are looking for more free advice on capital raising please see our Hedge Fund Marketing & Sales Guide or ThirdPartyMarketing.com.  

The method by which Tassini Capital Management was raising capital was not effective. In addition to not using an Investor Relationship Management System the team had somewhat randomly been approaching many different types of investors from large European banks to small seed capital providers. The third party marketing firm consulted Chris and Brian Tassini and found that they were both un-willing to part with equity ownership in the management company of the fund in exchange for capital. They also reviewed past notes and confirmed that all efforts to work through institutional investment consultants had been stalled due to sub $100M AUM levels.


The result was a much more focused method of systematically approaching a mix of investors which included 10% institutional investment consultants, 50% wealth management firms, 20% multi-family offices, and 20% high net worth individuals. While institutional investment consultants were not going to invest any time soon they were kept in the mix so that the team could continue to receive valuable institutionalization feedback from the consultants.

Learn more about capital raising within our Hedge Fund Marketing & Sales Guide.

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Tags: Hedge Fund, Hedge Funds, Alternative Investment Marketing, CTA Marketing, Capital raising methods, hedge fund investors, types of hedge fund investors, how to raise capital from investors or hedge funds

Hello, This is Richard Wilson, below is a paragraph excerpt from a book I am writing on hedge funds, which will be published through Wiley in 2010.  It shares some advice on targeting different types of investors.  While other consultants in the industry charge $250-$400/hr to provide this advice to hedge fund managers I give it away here on my blog for free and soon in my book because my business is based on being a source of genuine education and valuable resources instead of just press releases and news re-runs.

The method by which Tassini Capital Management was raising capital was not effective. In addition to not using an Investor Relationship Management System the team had somewhat randomly been approaching many different types of investors from large European banks to small seed capital providers. The third party marketing firm consulted Chris and Brian Tassini and found that they were both un-willing to part with equity ownership in the management company of the fund in exchange for capital. They also reviewed past notes and confirmed that all efforts to work through institutional investment consultants had been stalled due to sub $100M AUM levels.


The result was a much more focused method of systematically approaching a mix of investors which included 10% institutional investment consultants, 50% wealth management firms, 20% multi-family offices, and 20% high net worth individuals. While institutional investment consultants were not going to invest any time soon they were kept in the mix so that the team could continue to receive valuable institutionalization feedback from the consultants.

Tags: Hedge Fund, Hedge Funds, Alternative Investment Marketing, CTA Marketing, Capital raising methods, hedge fund investors, types of hedge fund investors, how to raise capital from investors or hedge funds

Below is a short guest post by Mark Goormastic of Goormastic Executive Search. This is straight advice from someone who works daily with placing hedge fund professionals within the industry. The only thing I would personally add to this post is that you must have multiple forms of proof that you have raised capital before in the form of current investor contacts, referrals, or letters of recommendation.

I get a lot of inquiries from sales professionals. The question is usually “I would like to get a salaried Director of Marketing position at a small hedge fund. Can you help?”
Maybe. My clients tend to be small hedge funds with investor assets under $100M. When they are willing to pay a salary, they expect results quickly – within six to nine months at the very most.

To bring in, say $5M, within this time frame your book and career history should look like this, from the perspective of a small hedge fund that might consider hiring you:

- You’ve successfully raised money for another small (<$100M) hedge fund and were successful. - We'll define "successful" to mean that you brought in a meaningful volume of allocations, let's say $10M, in the first eighteen months. Not commitments. Actual checks in the bank.

- The hedge fund you successfully raised capital for employed a strategy such that the investors who allocated to that fund would logically have an interest in the fund that is considering you.

If those conditions are true then you might be a great fit for a small hedge fund looking for a Director of Marketing.

Tags: Hedge Fund Sales, Hedge Fund Marketing, Hedge Fund, Hedge Funds, Alternative Investment Marketing, Raising Capital for a career, how to become a hedge fund marketer

Below is a short guest post by Mark Goormastic of Goormastic Executive Search. This is straight advice from someone who works daily with placing hedge fund professionals within the industry. The only thing I would personally add to this post is that you must have multiple forms of proof that you have raised capital before in the form of current investor contacts, referrals, or letters of recommendation.

I get a lot of inquiries from sales professionals. The question is usually “I would like to get a salaried Director of Marketing position at a small hedge fund. Can you help?”
Maybe. My clients tend to be small hedge funds with investor assets under $100M. When they are willing to pay a salary, they expect results quickly – within six to nine months at the very most.

To bring in, say $5M, within this time frame your book and career history should look like this, from the perspective of a small hedge fund that might consider hiring you:

- You’ve successfully raised money for another small (<$100M) hedge fund and were successful. - We'll define "successful" to mean that you brought in a meaningful volume of allocations, let's say $10M, in the first eighteen months. Not commitments. Actual checks in the bank.

- The hedge fund you successfully raised capital for employed a strategy such that the investors who allocated to that fund would logically have an interest in the fund that is considering you.

If those conditions are true then you might be a great fit for a small hedge fund looking for a Director of Marketing.

Tags: Hedge Fund Sales, Hedge Fund Marketing, Hedge Fund, Hedge Funds, Alternative Investment Marketing, Raising Capital for a career, how to become a hedge fund marketer

Below is a short guest post by Mark Goormastic of Goormastic Executive Search. This is straight advice from someone who works daily with placing hedge fund professionals within the industry. The only thing I would personally add to this post is that you must have multiple forms of proof that you have raised capital before in the form of current investor contacts, referrals, or letters of recommendation.

I get a lot of inquiries from sales professionals. The question is usually “I would like to get a salaried Director of Marketing position at a small hedge fund. Can you help?”
Maybe. My clients tend to be small hedge funds with investor assets under $100M. When they are willing to pay a salary, they expect results quickly – within six to nine months at the very most.

To bring in, say $5M, within this time frame your book and career history should look like this, from the perspective of a small hedge fund that might consider hiring you:

- You’ve successfully raised money for another small (<$100M) hedge fund and were successful. - We'll define "successful" to mean that you brought in a meaningful volume of allocations, let's say $10M, in the first eighteen months. Not commitments. Actual checks in the bank.

- The hedge fund you successfully raised capital for employed a strategy such that the investors who allocated to that fund would logically have an interest in the fund that is considering you.

If those conditions are true then you might be a great fit for a small hedge fund looking for a Director of Marketing.

Tags: Hedge Fund Sales, Hedge Fund Marketing, Hedge Fund, Hedge Funds, Alternative Investment Marketing, Raising Capital for a career, how to become a hedge fund marketer

Last week I gave a speech entitled, “Top 5 Fund Marketing Best Practices” in Boca Raton at a conference put on by Marcus Evans.

Today we are making the first 25 minutes of the speech available via MP3 Audio File Download. This file may be uploaded to your Ipod, saved to your computer or emailed to others on your team. Please always consult with expert compliance and legal advisors before putting in new marketing strategies or materials into place. To receive the download link for this resource please complete your name and email address below:

Tags: private equity fund marketing, private equity investors, capital raising for private equity funds, richard wilson speech, hedge fund marketing audio file download, alternative investment marketing

Last week I gave a speech entitled, “Top 5 Fund Marketing Best Practices” in Boca Raton at a conference put on by Marcus Evans.

Today we are making the first 25 minutes of the speech available via MP3 Audio File Download. This file may be uploaded to your Ipod, saved to your computer or emailed to others on your team. Please always consult with expert compliance and legal advisors before putting in new marketing strategies or materials into place. To receive the download link for this resource please complete your name and email address below:

Tags: hedge fund marketing, hedge fund sales, capital raising for hedge funds, richard wilson speech, hedge fund marketing audio file download, alternative investment marketing

Last week I gave a speech entitled, “Top 5 Investment Fund Marketing & Sales Best Practices” in Boca Raton at a conference put on by Marcus Evans.

Today we are making the first 25 minutes of the speech available via MP3 Audio File Download. This file may be uploaded to your Ipod, saved to your computer or emailed to others on your team. Please always consult with expert compliance and legal advisors before putting in new marketing strategies or materials into place. To receive the download link for this resource please complete your name and email address below:

Tags: investment fund marketing, investment marketing, capital raising for investment funds, richard wilson speech, hedge fund marketing audio file download, alternative investment marketing

Last week I gave a speech entitled, “Top 5 Hedge Fund Marketing Best Practices” in Boca Raton at a conference put on by Marcus Evans.

Today we are making the first 25 minutes of the speech available via MP3 Audio File Download. This file may be uploaded to your Ipod, saved to your computer or emailed to others on your team. Please always consult with expert compliance and legal advisors before putting in new marketing strategies or materials into place. To receive the download link for this resource please complete your name and email address below:

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Tags: hedge fund marketing, hedge fund sales, capital raising for hedge funds, richard wilson speech, hedge fund marketing audio file download, alternative investment marketing

Interview on Hedge Funds

Hedge Fund Marketing and Sales Positions

Below is a short video interview about the hedge fund industry, how it shrank by 14% last year. This brings the industry down to 2004 levels of employment. The interview does note that while hedge funds may loose another $200B in redemptions, they are outperforming again and this may offset some of these asset losses. More than ever if you are an expert in hedge fund marketing and sales there are many opportunities in the industry.

To view dozens of additional resources on marketing and sales please see our: Hedge Fund Marketing & Sales Guide.

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