Services
Alpha Partners assists investment firms with all aspects of a successful marketing program: long-range opportunities and immediate challenges, strategy and execution, forest and trees.
We integrate all our clients’ marketing needs—research, strategy, writing, graphic design and presentation coaching—in one cohesive process.
Custom Research
Custom research provides an objective basis for decisions that otherwise might hinge on subjective factors. To build a true picture of a company’s competitive strengths, Alpha Partners compares internal perceptions (portfolio managers, research analysts, product managers, sales and marketing professionals) with outside views (consultants, and clients).
Marketing Communications
Our services include assistance with marketing plans, new business and client presentations, Due Diligence Questionnaires and Private Placement Memoranda, thought leadership initiatives, websites and social media strategy. Virtually every engagement starts with a Marketing Strategy Report, and we focus throughout on communicating each client’s true competitive advantages.
Presentation Coaching
Alpha Partners conducts coaching sessions to improve both content and delivery of new business and client presentations. We help investment firms hone diverse presentations, from a 30-minute formal finals to an all-day due diligence meeting. Coaching session participants learn how to present with brevity and skill under pressure, use examples effectively and handle even the toughest questions with assurance. Participants receive detailed written suggestions after each session, including a report to the firm summarizing our strategic recommendations.