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. Depending on your company’s specific goals, our work with your firm might involve one or some combination of the following services:
Custom Research
Custom research yields vital outside perspective, providing an objective basis for decisions that otherwise might hinge on subjective factors. Research by Alpha Partners has helped our clients answer questions such as: “Does the market see our firm the way we do?” and “How can we improve our closing ratio?” 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, prospective clients and clients). We customize research studies to our clients’ specific objectives and share insights with clients while a study is underway.
Marketing Communications
We help investment firms create the marketing communications required to build and retain assets. Our services include assistance with marketing plans, new business and client presentations, Due Diligence Questionnaires and Private Placement Memoranda, thought leadership initiatives, websites and content distribution strategy. Virtually every engagement starts with a Marketing Strategy Report, and we focus throughout on the decisive communication of each client’s true competitive advantages.
Presentation Coaching
Alpha Partners conducts coaching sessions to improve both the content and delivery of new business and client presentations. We help investment firms hone diverse presentations, from a 15-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.