3 Steps to a Successful Fund Launch
STEP 1:
Clarify Your Fund's Unique Value
We help you communicate what makes your fund special to captivate investors.
STEP 2:
Build The Foundation
We focus on writing and designing the fund pitch deck, a cornerstone for success.
How We Make Your Fund Launch A Success
Strategic Foundation
- We conduct discovery sessions to pinpoint your ideal investor profile and story.
- We equip your sales team for maximum effectiveness.
- We create a unique communications strategy for your fund's success.
Compelling Pitch Deck
- We conduct thorough research, writing, and visual development for a compelling pitch deck.
- Your pitch deck will resonate with investors and stand out from competitors.
- Your pitch deck becomes your guide and tool for sales success.
Tailored Collateral
- We craft templates for fact sheets, one-pagers, and investor reports.
- We support and enhance your fund's pitch.
- We ensure a consistent and impactful message.
Comprehensive Marketing Suite
- We elevate your fund launch with a total marketing suite.
- We add videos, web pages, thought leadership content, and more.
- We expand your fund's marketing for maximum impact.
Fund Launch Success Stories
How Our Client Won Gold: Best Fund Launch Deck in America
A fund sponsor was launching a new media credit fund. Our investment team carefully researched the niche of global film finance and created a compelling narrative with distinctive investment benefits. Our creative team developed an engaging visual approach highlighting the global media industry. The launch deck won national recognition.
Achievements
- Gold medal at the 29th annual Financial Communications Society Awards
- Shared award podium with Jackson National (silver) and Bank of America (bronze)
- Medal total for GK3 increased to 4 at this national event
One of the Largest US Real Estate Sponsors Recruits GK3 for Fund Launch
One of the largest US real estate fund sponsors was aiming to raise $1.25 billion for a new alternative investment fund. They sought GK3's expertise to develop thought leadership materials for the launch. Our account and content team unified research across diverse real estate sectors into a cohesive story for the client’s sales team and prospective investors.
Achievements
- Supported $1.25B launch of new non-traded REIT
- Developed unified research for 3 real estate sectors: health care, self-storage, and student housing
- Created thought leadership eBook to drive sales process
- Created infographics to educate advisors quickly
Private Credit Boutique Identifies GK3 to Elevate Fund Launch
A private equity and credit boutique was already underway with the launch of a fund specializing in high yield collateralized loan obligations (CLOs). They selected GK3 to build their total fund launch outreach program, which included developing educational eBooks and blogs for wealth advisors, creating a dedicated website for ultra-high net worth investors, and implementing a comprehensive digital marketing strategy. The result was a multi-channel integrated marketing program for the fund launch.
Achievements
- Supported launch of one of the most sophisticated financial products
- Created entire digital communications suite
Revolutionizing asset management distribution
With our Process services, you can do anything from run a one-time event to launch a fund. Whatever your goals, GK3 Capital services ensure that you create repeatable success.
What’s important: Finding confidence in your inflows so you can focus on growing relationships and AUM. That comes with strength of process.
When you’ve nailed the engagement, due diligence, and inflow phases of an investor’s journey, you’ve got strength of process. Consistent results follow.
Revolutionizing asset management distribution
With our Process services, you can do anything from run a one-time event to launch a fund. Whatever your goals, GK3 Capital services ensure that you create repeatable success.
What’s important: Finding confidence in your inflows so you can focus on growing relationships and AUM. That comes with strength of process.
When you’ve nailed the engagement, due diligence, and inflow phases of an investor’s journey, you’ve got strength of process. Consistent results follow.
Revolutionizing asset management distribution
With our Process services, you can do anything from run a one-time event to launch a fund. Whatever your goals, GK3 Capital services ensure that you create repeatable success.
What’s important: Finding confidence in your inflows so you can focus on growing relationships and AUM. That comes with strength of process.
When you’ve nailed the engagement, due diligence, and inflow phases of an investor’s journey, you’ve got strength of process. Consistent results follow.
The Digital Distribution Process(DD360)
Our approach to helping you developed a comphrensive distribution platform in 3 steps.
Implementation
We conduct three vital workshops—Goals, Sales Process, and Persona—each essential in shaping your digital journey. Goals workshop sets clear objectives, Sales Process refines strategies, and Persona dives into audience understanding, collectively sculpting a tailored roadmap for your digital evolution.
- Series of customized strategy workshops
- Assessment of current marketing and sales conditions
- Defined precise goals
Implementation
We conduct three vital workshops—Goals, Sales Process, and Persona—each essential in shaping your digital journey. Goals workshop sets clear objectives, Sales Process refines strategies, and Persona dives into audience understanding, collectively sculpting a tailored roadmap for your digital evolution.
- Series of customized strategy workshops
- Assessment of current marketing and sales conditions
- Defined precise goals
Implementation
We conduct three vital workshops—Goals, Sales Process, and Persona—each essential in shaping your digital journey. Goals workshop sets clear objectives, Sales Process refines strategies, and Persona dives into audience understanding, collectively sculpting a tailored roadmap for your digital evolution.
- Series of customized strategy workshops
- Assessment of current marketing and sales conditions
- Defined precise goals
Implementation
We conduct three vital workshops—Goals, Sales Process, and Persona—each essential in shaping your digital journey. Goals workshop sets clear objectives, Sales Process refines strategies, and Persona dives into audience understanding, collectively sculpting a tailored roadmap for your digital evolution.
- Series of customized strategy workshops
- Assessment of current marketing and sales conditions
- Defined precise goals