How to build one source of truth without changing your CRM
This video explains how asset managers and hedge funds can create a single source of truth for investor data without migrating their existing CRM. The discussion covers various alternative methods for data integration, such as manual exports, custom API builds, automation tools like Zapier, and data lakes.
Why CRM and email platform data drift apart
This video discusses the common failure point of CRM systems caused by disconnected data between CRM, email, and marketing automation platforms. This lack of reconciliation often leads to a “valley of despair” where users lose trust in the CRM and revert to using local Excel spreadsheets, causing late follow-ups and inefficient processes.
The engagement signals your CRM is probably missing entirely
This video highlights the importance of tracking advanced investor engagement signals within a CRM; especially converting ‘unknown unknowns’ into actionable data. Failure to do so risks missed opportunities to follow up on warm leads and being blindsided by investor redemptions because of unmonitored changes in behaviour.
SEC Moves to Open Registered Funds to Private-Market Strategies, Changing Approaches to Fund Messaging
With investors increasingly seeking private-market opportunities, the SEC is set on improving marketing clarity to facilitate that demand. TL;DR: prepare content for mass retail audiences. To widen retail investor access to a diverse field of private-market strategies, the SEC has recently voted to put forward a set of rule changes. These potential shifts can directly […]
The SEC Wants to Widen the Accredited Investor Door, and Private Fund Marketing Lists Could Grow With It
Firms have until 4 December 2026 to comment whether proven financial credentials should qualify new investor groups. TL;DR: set aside content to edit investor eligibility statements. An SEC comment period has been opened, seeking new ways to qualify individuals as accredited investors under Rule 501 (a)(10) irrespective of their wealth. Proposed alterations include anyone that […]
Performance Fee Eligibility Could Track Accredited Investor Status, Impacting Fee Disclosures
The latest SEC proposals are numerous, but also interlinked, simplifying how to edit fund disclosures across investor-facing materials. TL;DR: review language used for fee presentations. Recently, the SEC has started fielding comments on changed definitions to accredited investors, which has added implications for who could be charged performance fees by SEC-registered advisors. This could see […]