In today’s increasingly competitive hedge fund marketplace, making the best first impression may be the only opportunity to make any impression at all. At HedgeData our industry veterans can assist your firm tailor custom marketing summary sheets specific to your fund’s strategy using the format you choose.
Rather than relying on a “one size fits all” approach, we believe it important to work with every fund and help find the format that best represents the character, mission statement and more importantly your target market. Whether you are targeting institutions or high net-worth investors, it is important to include the information relevant to a diverse group of prospective clients.
The marketing summaries can be used as regular monthly update to your limited partners, a first look for interested investors or as regular communication among interested prospects.
Our marketing summary sheets include:
1) Investment Summary, terms and contact information.
2) Unique graphs and charts specific to your strategy.
3) The ability to benchmark over 3000 equity, debt or hedge fund indices.
4) Relevant risk and performance analytics.
5) Custom designed reports, incorporating your firm’s logo and colors.
Each month, and with only one click, HedgeData updates your marketing summary sheet quickly click, updating your marketing summary in less than 24 hours in a convenient PDF format.
Template 1 | Template 2 | Template 3 | Template 4 |
