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Private Equity Marketing Tag

Is it Actually TRUE that Investors don’t spend time online?


The short answer is NO it’s not True.

Investors are online just like the rest of us.

And how could they not be?  Just like you they need to stay on top of industry news, finance news and market forecasts.  Where is the best place to get this info…? ONLINE!

Phones, computers / laptops, tablets, social media, etc.  They are there.


But the bigger question is what are they doing online and how can you as an investment firm effectively get in front of new investors.


Today we’re going to give you one way that works all the time / every time… Promote Your Offering to Generate New Investor Leads.


Promote Your Offer to Get New Investor Leads

You want to make sure you get in front of qualified investors so you aren’t wasting time & money, and you also want to ensure that what you have to say is enticing enough to make those qualified investors, High Net Worth Individuals (HNWI), UHNWI, Family Offices, HNW CPA Firms, etc. engage with your offering.


To make this happen there are 5 things you MUST do

  • Have a good looking and easy to understand Pitchbook or Prospectus as a PDF
  • Create a landing page on your website that promotes the offering and has a form to download the pitchbook / prospectus (ask for contact info & qualifying details)
  • Create Ad Campaigns that target…
    • High Earning Job Titles, Individual CPA Firms, Family Office employees, etc. in your target market on LinkedIn
    • Target investor publications on the Google Ad Network
    • Retarget visitors of your site on Facebook and the Google Ad Network
  • Use an Automation solution such as HubSpot to track investor engagement


As this runs you’ll get new investor leads and identify who’s interested in your offering from existing leads by observing their behavior in the Automation / CRM solution.  Who downloaded, who’s visited your site, who’s opened additional emails, etc.

These are your hottest investor prospects for the deal and when you see them engaging it’s time to prioritize your outreach to those investors.


If you want to read more on how we approach marketing for Private Equity Firms check this page out  https://acumenstudio.com/private-equity-marketing/


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    Private Equity Firms are marketing online more and more, but few are doing a decent job of it and even fewer are seeing success from it.

    Our experience has shown there are several key reasons for this.

    1. They Don’t Have the Skills In-House
    2. They Don’t Have a Strategy
    3. They Don’t Take it Seriously

    These reasons should make sense to everyone, but as it relates to digitally marketing private equity firms the typical strategies that most marketers speak on are more aligned to consumer marketing, or where the company needs to have a high public visibility.
    For Private Equity Firms it is more important to gain the intelligence of how your targets behave online to create a personalized approach and identify how and where they seek advice.

    This is a story of how one Private Equity Firm Won Big Online
    A Private Equity firm who focused primarily on B2B manufacturing companies wanted to increase dealflow but felt they had exhausted the personal and professional network of the team.

    So the question was, “How do we get ourselves in front of new deals?”.

    They Took to the Streets

    The Managing Directors of the firm started calling on anyone they had met in the past who could potentially refer them to deals. Attorneys, CPA’s, Money Managers, etc.

    While some seemed promising and the likelihood of deals in the future would likely come, they would also come slowly and with no predictability.

    They Attended Conferences and Trade Shows

    Another easy idea was to get in front of company owners and board members at trade shows and conferences. This too is great and can build trust quickly with potential targets.

    The problem with this is that it is not scalable and again can result in slow acquisition.

    What About Marketing?

    For some reason many Private Equity Firms don’t participate in marketing.
    Maybe it’s the rules that you must deal with from FINRA and the SEC.
    Maybe it’s a belief that it doesn’t work.

    But this firm decided that it was worth a try.

    After looking at options and talking to many different agencies, they decided that digital marketing would be their best choice.

    They came to this decision based on the fact that they could start finding businesses who were actually looking for growth opportunities which are closer to converting as deals and they could target and track the people and companies they would like to do business with.

    What were the results?

    The firm decided to optimize their website for search and for conversion.
    They started doing content marketing focused on drawing in new business opportunities directly from owners, boards and deal makers.
    They used paid ads and retargeting to stay in front of their prospects.
    They tracked and measured the activity to identify high value contacts.

    All of these actions resulted in 20% higher deal flow volume than their record year and a 25% reduction in time to close on those new inbound deals.

    This resulted in Millions of dollars in new revenue and a greater profile / status as a solid firm in that particular sector.

    You can read more on Private Equity Marketing here: https://acumenstudio.com/private-equity-marketing/