ProFundCom is perfect for:

• Prime Brokers and Cap Intro
• Larger Fund Managers
• Asset Managers
• Wealth Managers
• Boutique Managers

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Boutique Manager/Family Office Edition

As a Boutique Hedge Fund Manager, it is all about being effective and nimble. With limited resources it is key to have the confidence to contact people outside your immediate network to raise funds.

ProFundCom Boutique Manager/Family Office edition is built to report back how your communications are being received by potential investors, offering insight into its effectiveness.

The affluent individual or wealthy family has traditionally been an important core investor in hedge funds. It has not been until the last number of years that institutional investors have increased participation and gained greater influence in the hedge fund space. As the ranks of the wealthy have increase globally, the creation of the “family office” and "boutique managers" has proliferated.

Idiosyncratic Behavior: The “snowflake” phenomena
No two snowflakes are alike. The same can be said for the wealthy. The magnitude and complexity of issues within a wealthy family cannot be overstated. Understanding the dynamics of the family is perhaps THE most crucial aspect of successful marketing in this segment. All aspects of investment preference and allocations are ultimately the decision of the family. However, the degree of involvement and influence in final decisions by family members varies widely. Understanding how behavioral aspects and family dynamics affect investment policy, asset allocation and return expectation is essential when marketing hedge funds to family offices. In addition assessing the degree of “intermediation” and “idiosyncratic behavior” are critical components in determining marketing approach and setting realistic expectations for allocations.

• Does the family have a strong patriarch or matriarch?
• Does the family have a history in hedge fund investing?
• Is the family “new” to hedge funds?
• If so, how much “education” will be required?
• In a recent survey, 78% of investors stated they would not invest in something they did not understand.
• Does the family office only co-invest?
• Does the source of family wealth direct investment activity?
• Many families have a core investment competency as a result of their wealth creation and prefer to invest in managers whose approach and strategy are closely aligned to areas of familiarity.

Finally, family offices tend to have higher investor retention rates but they require genuine relationship-building efforts to allocate.

Products like ProFundCom facilitate efficient, expedient and relevant communication, which are necessary components of quantitative and qualitative investor and prospect engagement. In a climate where due diligence is protracted and more invasive, solid relationships in tandem with concise, auditable communication mechanisms can compress the allocation cycle and bring AUM online faster from family offices, a rewarding and lucrative investor segment and client base that requires patience and persistence to successfully penetrate.

ProFundCom is a Boutique Manager's marketing and sales intelligence software platform that delivers reports filtered by fund offering, emails opened, emails read, emails printed, emails forwarded, website accessed and attachments opened - providing market leading communication analytics.

Sales Intelligence for Boutique Managers and Family Offices

• Identifies which prospects are interested in your strategy
• Informs you who is keeping a watching brief on your fund
• Qualifies leads to help create a targeted sales approach

Marketing Intelligence for Boutique Managers and Family Offices

• Pin points what type of communication works - email, web and social networks
• Shows prospect engagement with your communications
• Analyses what factors contribute to a successful marketing campaign
• Provides analytics to help make inform decisions on marketing budget spend