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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
How to Get to “Yes” When Selling to a Private Equity CFO
The CFO at a private capital firm may not be the one logging in daily, but they’re absolutely the one deciding whether your platform gets...
4 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
7 Messaging and Content Strategies to Grow your WealthTech Brand
7 Messaging and Content Strategies to Grow your WealthTech Brand
3 min read
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