Published: 13 April, 2024

The Fund Marketer Go-to-Market Strategy

This article outlines a comprehensive go-to-market strategy for a new fund launch. It details the target audience, key messaging, marketing channels, and metrics to track success.

1. Target Audience:

  • Define the ideal investor profile for the fund. Consider factors like:
    • Investment experience (sophisticated vs. beginner)
    • Risk tolerance (aggressive vs. conservative)
    • Investment goals (income generation, capital appreciation)
    • Minimum investment amount
    • Geographic location
  • Segment the target audience into distinct investor personas for tailored messaging.

2. Value Proposition:

  • Clearly articulate the fund’s unique selling proposition (USP). What sets it apart from competitors? Focus on benefits, not just features.
  • Highlight the investment philosophy, the expertise of the fund manager, and the potential returns for investors.

3. Key Messaging:

  • Develop clear and concise messages that resonate with the target audience.
  • Focus on the pain points of investors and how your fund addresses those concerns.
  • Craft compelling headlines, taglines, and elevator pitches for various communication channels.

4. Marketing Channels:

  • Utilize a mix of online and offline marketing channels to reach the target audience efficiently. Consider:
    • Website: Create a user-friendly website with clear information about the fund, its performance, and the investment process.
    • Content Marketing: Develop informative blog posts, white papers, and infographics on relevant investment topics.
    • Email Marketing: Build an email list and send targeted campaigns about the fund to qualified leads.
    • Social Media Marketing: Leverage social media platforms like LinkedIn and Twitter to engage with potential investors and share industry insights.
    • Public Relations: Secure positive media coverage in relevant financial publications and online news outlets.
    • Webinars and Events: Host educational webinars or participate in industry events to connect with potential investors.
    • Paid Advertising: Utilize targeted online advertising on search engines and social media platforms.
    • Traditional Media: Consider advertising in print publications or financial channels if relevant to your target audience.

5. Content Marketing Strategy:

  • Develop a content marketing strategy that educates and informs potential investors about the fund and the investment landscape.
  • Create high-quality content that is valuable, relevant, and engaging.
  • Utilize storytelling techniques to connect with your audience on an emotional level.

6. Marketing Automation and CRM Integration:

  • Utilize marketing automation tools to streamline communication and personalize outreach based on investor behaviour.
  • Integrate your marketing automation platform with a CRM system to track leads, manage interactions, and measure campaign performance.

7. Metrics and Tracking:

  • Define key performance indicators (KPIs) to track the success of your marketing strategy. Examples include:
    • Website traffic
    • Lead generation
    • Conversion rates (e.g., email signups to investment inquiries)
    • Social media engagement
    • Media mentions
    • Fund subscriptions
  • Regularly monitor and analyze these metrics to identify what’s working and adjust your strategy accordingly.

8. Budget Allocation:

  • Allocate your marketing budget strategically across different channels based on potential ROI and target audience reach.

9. Timeline:

  • Develop a realistic timeline for your go-to-market strategy, outlining key milestones and deadlines for each marketing activity.

10. Team and Responsibilities:

  • Identify the team members responsible for executing the marketing plan and assign clear responsibilities.

11. Compliance:

  • Ensure all marketing materials comply with relevant financial regulations and investor protection guidelines.


By following this comprehensive plan, fund marketers can develop a successful go-to-market strategy to reach the target audience, generate leads, and ultimately attract investment for the fund. Regularly evaluate and adapt your plan based on market conditions, competitor activity, and investor feedback for optimal results.

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