Result
Twenty times the assets under management, from friends and family to a real investor base
Revenue VelocityFunds management
Warburton Investment Management
Global macro hedge fund raising from retail and sophisticated investors
20xGrowth in assets under management
$1MAssets when we started
$20MAssets when we finished
The constraint
The fund had one million dollars under management and every dollar of it came from friends and family. There was no way to reach an investor who was not already known to the principals, so growth was capped by the size of the founders' address book.
The system installed
- An end to end investor acquisition process, from first touch through to allocation.
- Targeting built around the sophisticated investor rather than a general audience.
- A single pipeline so no investor conversation depended on someone remembering it.
- Follow-up that ran on its own between meetings.
The result
Assets under management grew from one million to twenty million. The fund stopped depending on personal networks to raise.
More results
See allThree sold out investor roadshows and $21.2 million raised
$21.2M Raised for the projectMarketing spend cut by $300,000 while revenue doubled
$300K Cut from annual marketing spendTwenty thousand a month to sixty, then a sale
3x Monthly revenueOne location to five, with the founder out of daily operations
5 Locations, from oneFive thousand a month to forty five thousand a month
9x Monthly revenueNinety three per cent of leads now answer an AI, and a partner got their week back
93% Of leads respond to the AIFourteen qualified leads in the first seven days
14 Qualified leads in 7 daysTwenty five hundred decision makers added to the CRM in twelve months
2,500+ Contacts added in 12 monthsA third of all leads book themselves in, with no one on the phone
36% Of leads book without a personA pipeline of forty qualified investors for deals that had no audience
40+ Qualified investors in pipelineFive lead generators replaced and sales up more than twenty per cent
20%+ Increase in salesThirty two positive replies from a standing start in the UK
32 Positive repliesA coach-dependent gym turned into a business that could open more
Multi-site From a single locationEight thousand dollars in a single day, against a previous best of two
4x Previous best day
Book a call
Remove yourself as the constraint.
The constraint diagnostic call is thirty minutes. We look at the business, name what is capping growth right now, and tell you what it would take to remove it. If that is not us, we will say so.