APPROACH
A large investment fund was looking to raise a new vintage of an existing strategy within their private debt practice. Although the strategy was performing well and the fund had successfully raised larger and larger funds across multiple vintages, the management team wanted to challenge their existing positioning in the light of a new macroeconomic and competitive environment. Accellency ran the process by using its systematic 8-step methodology, running a series of workshops with the investment, sales and investor relations teams as well as benchmarking the fund against peers before presenting recommendations for a revised fund positioning to the practice head. Accellency then transformed this new positioning into a full set of marketing materials: professionally produced slides, fully-scripted talking points and an elevator pitch.
RESULTS
The client adapted their marketing strategy for the fund, adopting the recommendations made by Accellency and giving their fund a clear and differentiated positioning. The client was able to implement these changes to their fundraising strategy rapidly across their global sales activities thanks to the pitch materials. The fully-drafted elevator pitch proved particularly useful to both the sales and investor relations teams. Accellency and the client are now looking at further collaborations on both new vintages and strategies across the GP platform.