Capital Alternatives GroupCapital Consulting

Capital Consulting provides strategic marketing assistance to help clients market more efficiently and effectively.

Underpinning the work of the Capital Alternatives is a comprehensive Capital Consulting practice that supports client’s marketing objectives.  Meeting investors is but one aspect of a successful marketing strategy, as the marketing process has evolved significantly since the crisis of 2008. In today’s environment, Hedge fund managers not only must focus on performance but must also have the ability to clearly articulate both their investment strategy edge and the cause of their alpha generation. The bar has risen.

Consulting Services Include:

Capital Intelligence Newsletter:

Direct Access Partners, LLC produces a bi-monthly Capital Intelligence report that provides clients with comprehensive industry analytics and insights into current active investor allocation trends. The Capital Introduction and Capital Raising group’s daily conversations with these allocators fuel the content of the Capital Intelligence briefing.

Branding:

Effective marketing is not limited to targeting investors. Rather, successful managers have established an industry reputation that helps leverage their marketing efforts.  The team advises managers on all aspects of how to build their brand in a crowded environment – from white papers, media relations strategies, and conference speaking appearances

Message Development:

Capital Consulting provides strategic message development through partnerships with graphic designers, excel, and PowerPoint specialists to create compelling, effective marketing materials including presentations, 1-pagers, investor letters, and Due Diligence Questionnaires.  The team conducts mock 1:1’s to ensure managers are prepared for precious time with investors.

Infrastructure:

Investors expect best-in-class infrastructure – service providers, real estate solutions, personnel, compliance, technology, and operations.  Direct Access Partners, LLC’s strategic partnerships with leading service providers provide managers solutions to track investor interaction, improve transparency, manage new prospects, upgrade risk management tools, and provide compliance oversight.

For more information contact cag@daptrading.com