March 6, 2024
Unlocking The Potential Of Your Alternative Investment Product: Marketing Strategies That Work
At Marketing Intent, we specialize in marketing alternative investments of all types, and we’re here to help you uncover your story and engage financial advisors to help support your capital-raising efforts.  

Marketing Intent

The alternative investments industry continues to innovate product structures, offering creative ways for individuals to add alts to their portfolios. However, creating a successful product is just one piece of the puzzle. Oftentimes these new structures can be complex and difficult to explain to advisors and investors. To gain advisor mindshare, you need an effective marketing strategy that can boil down the complexities of your investment structure and philosophy to the story behind your offering – and there’s always a story. At Marketing Intent, we specialize in marketing alternative investments of all types, and we’re here to help you uncover your story and engage financial advisors to help support your capital-raising efforts. 

Diverse Product Structures, One Marketing Partner

Whether your firm is offering REITs, closed-end funds, 1031 Exchanges, private placements, 506(c) offerings, or 506(b) offerings, you need a marketing partner that understands the nuances of each. At Marketing Intent, we’ve successfully marketed a gamut of different product structures, making us well-equipped to understand and to market your unique product.

Expertise in Compliance

Navigating compliance regulations in the world of alternative investments can be a daunting task. The consequences of non-compliance are severe, making it crucial to have a marketing partner well-versed in regulatory guidelines. Our team at Marketing Intent possesses extensive knowledge of compliance requirements, ensuring that your marketing efforts remain within legal boundaries. With us by your side, you can have confidence that your marketing campaigns are both effective and compliant.

In-Depth Knowledge of the Industry

As the backbone of our marketing, we have a deep understanding of the overarching alternative investments industry as well as the underlying asset classes. This industry-specific expertise allows us to craft compelling messages that resonate with financial advisors and investors. Additionally, we have a long history in marketing to financial advisors – and serve financial advisors as our clients – so have inside knowledge and insights to help drive effective asset manager marketing. 

Tailored Marketing Strategies

One of the keys to successful marketing is tailoring your strategy to your specific product and target audience. We understand that each alternative investment product structure requires a unique approach. We’ll work closely with you to develop a customized marketing plan that aligns with your goals, appeals to financial advisors and helps your firm stand out in the growing alts industry.  In the competitive world of alternative investments, having a groundbreaking product structure is only the beginning. To truly succeed, you need a marketing partner who can effectively promote your offerings, ensure compliance, and leverage industry knowledge. Marketing Intent is that partner. With our experience in marketing a wide range of alternative investment structures, our commitment to compliance, and our in-depth industry knowledge, we’re well-equipped to help you reach your marketing goals.

CONTACT US TODAY TO EXPLORE HOW OUR TAILORED MARKETING STRATEGIES CAN HELP SUPPORT YOUR CAPITAL RAISING EFFORTS. 

 

Recent

Staying Ahead Of The Marketing Curve

Staying Ahead Of The Marketing Curve

At Marketing Intent, we hold ourselves to the highest standards of quality and customer service. Before any deliverable goes to our clients, we meticulously review and refine it to meet our exacting standards.
How To Laser Focus Your Conference Presentations

How To Laser Focus Your Conference Presentations

You have 10 minutes to do a conference presentation, please do not take nine minutes and 35 seconds to get through your intro. What do we mean by that? It’s time to laser focus your presentations.

Most Popular

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…
Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now