Services are offered in ‘packages’ (discount pricing) or individually to suit your timing and budget:

KEY DOCUMENTS

  • Investor Pitch Decks (digital & print, new or revision)

  • One Pager - tear sheet; executive summary

  • Monthly Performance Report/Commentary

  • White Papers

MANAGER IDENTITY (BRAND) DEVELOPMENT

  • ‘About Us’ — your firm ‘story’ and team bios

  • Core Messages — your value proposition, competitive edge, investment thesis, etc.

  • Brand Elements — logo, colors, imagery, fonts, tag lines, etc.

WEBSITE DEVELOPMENT

  • New website or design refresh 

  • Ongoing content strategy

  • Blog or podcast development

SOCIAL MEDIA

VIDEO

  • 2-3 min. ‘firm introduction’ video for use on firm website

  • Team bio videos

  • Monthly update videos & podcasts

PROSPECTING PROCESS

  • Source investor leads

  • Communication strategy - email sequence

CRM SETUP

  • Client/prospect database 

FUND LAUNCH

  • Initial fund launch

  • Fund (re)introduction to investment marketplace

EVENTS

  • In-person investor meetings

  • Virtual roadshows

  • Webinars

  • Conferences

PR

  • Press releases

  • Speaking engagements

  • Distribution in print, broadcast & social media

REGULATORY COMPLIANCE

  • For marketing materials review & approval

3RD PARTY PERFORMANCE REPORTING

  • Competitive performance analysis

  • Monthly performance database reporting

  • Distribution to 1000+ institutional investors

Catalyst specializes in:

⇒ Differentiating your investment program from your peers'. We'll help you identify and promote your Unique Selling Points (USPs), making it easier for investors to recognize the qualities that make your strategy distinct from others. Investors tend to trust asset managers they've heard of. We'll translate your individuality into a industry brand.

⇒ Providing elegant design that elevates your business. Your corporate 'look' says more than you think. Investors size you up, in part, by the image you project online and in print. We'll create your unique brand 'style guide' - logo, colors, design, images, font, etc. - so that your look is cohesive, consistent and striking.

⇒ Developing tailored marketing strategy that makes you prepared. The most efficient strategies are ones that incorporate repeatable, proven processes that work. We'll create a plan that helps you implement marketing and sales processes that build your client base. Your plan is your guide to successful asset raising.

⇒ Creating materials that synthesize your brand, your unique selling point (USP) and your most important messages.  Presentations, market commentary, monthly performance newsletters, DDQs, fact sheets, corporate brochures and websites. We'll create materials that consistently highlight your USPs across all mediums.

⇒ Constructing the right pitch for every opportunity. You'll have a variety of opportunities to interact with investors - roadshows, due diligence meetings, conferences and impromptu situations. We'll help you develop the best presentation style and strategy to suit each case.