FREQUENTLY ASKED QUESTIONS
1. Who are these courses designed for?
These courses are designed for investment managers at all levels, from emerging managers to established professionals looking to optimize their asset raising and business development processes, as well as entrepreneurs and growing businesses looking for capital.
Whether you're struggling to cross the $100M AUM threshold or aiming to scale your existing offering, our content is relevant for:
- Emerging investment managers
- Established investment managers seeking growth
- Investment management marketing professionals
- Investment professionals planning to launch their own firm or offering
- Entrepreneurs and growing businesses looking for capital.
2. Why did you create these courses?
After 20+ years of working with thousands of investment managers, including all of the top 100 hedge funds, we observed that 89% of managers never get over $100M in assets - not because of poor performance, but because of poor marketing.
We systematized the success strategies we've seen work for the best and brightest managers into a comprehensive learning system to help others succeed. These courses compile over two decades of industry insights and strategies into a structured system to help you succeed.
3. What do actual investors and allocators think about these courses?
A CIO of a foundation who has allocated to over 200 hedge funds over his career was recently expressing a deep frustration, having witnessed a concerning pattern:
Talented investment managers with strong performance records often fail to build sustainable businesses due to operational and marketing shortcomings. He pointed out that this is not just a loss for the managers, but also for investors who miss out on potentially valuable investment opportunities.
He is not alone: Many institutional investors and family offices have expressed frustration at seeing promising managers struggle or fail despite solid investment capabilities, simply because they lack the business development and operational infrastructure to scale.
That's why we've designed these courses to address the complete spectrum of challenges investment managers face beyond portfolio management, to the benefit of the entire ecosystem.
By helping managers build robust operational frameworks and effective marketing strategies, we're working to ensure that good investment talent doesn't go to waste due to preventable business development challenges.
Several family offices and institutions now actively recommend our courses to their investment managers and portfolio companies, recognizing that strong business foundations are as crucial as investment performance for long-term success.
4. How much time is required to complete the courses?
The ALL-In Bundle of our Digital Master Class contains:
- 27 Videos, a total of 6 hours and 16 minutes which means each video is on average 14 minutes
- 92 Workbook pages
- 54 Guerrilla Tactics to implement
You can progress at your own pace, but we recommend dedicating at least 2 hours per week to get optimal results. This should correspond to watching 2 videos per week (28 minutes) with approx. additional 60 minutes going through the corresponding workbook pages where you’ll be focused on transitioning and applying the learnings to your individual situation.
Some people have done the entire course in one week, so you can reap results immediately. However, notice that if there are external dependencies (like the design of a new pitch deck), you'll have to manage those.
But for the essential work on your side, it's a straightforward process which takes you through the following six steps, from Laying the Foundation to Specialized Tactics for Investor Engagement.
Step 1: Laying the Foundation
Winning strategies for success and a sound professional foundation
Step 2: Understand Your Market
What different types of investors seek in managers and how to align your approach
Step 3: Strategize Your Marketing
Develop and execute a flawless marketing strategy to maximize efficiency and results
Step 4: Master Digital
Use digital media and platforms to attract and engage investors
Step 5: Advanced Pitch and Communication Strategies
Acquire master skills to refine your pitch, build rapport, and win business
Step 6: Specialized Tactics for Investor Engagement
Advanced strategies to build long-term relationships with investors to secure interest and commitments
5. Do you offer trial access?
Yes, with the coupon mindset you will be able to access the video module #1 of the courses "Introduction: Mindset, Habits, and Eight Power Tools" for free here: https://www.fundmanager.tools/mindset
In this inaugural session, we delve deep into the core strategies that will serve as your roadmap to success. This isn't just another instructional video; it's a wellspring of meticulously curated content, offering you keys, techniques, and what we call "Guerrilla Tactics" - your shortcuts to success. This video is the cornerstone that ensures everyone reaps the full benefits of our Master Class.
A Sneak Peek Into the Content:
- The Power of Positive Habits: Discover how habits shape your life and learn to harness their power for your success.
- Recognizing and Eliminating Negative Habits: A step-by-step guide to identifying and changing habits that hold you back.
- The Eight Power Tools: From focusing techniques to relationship management, these eight techniques are game-changers for achieving your goals.
As you’ll see with this foundational video module, our exclusive courses aren’t just a learning experience, but a complete redefinition of success in asset raising and beyond. Our comprehensive approach is designed to impact and revolutionize your professional as well as personal growth.
In addition, we provide:
- A 30-day money-back guarantee
- Two valuable bonus subscriptions (Opalesque Alternative Market Briefing and New Managers publication) worth $399 that you can keep even if you request a refund.
This makes trying the course completely risk-free.
6. What makes your courses different from others?
We are not aware of a competing product.
Apart from that, our courses are unique and highly effective because they:
- Are based on real-world experience with thousands of successful fund managers
- Include personal coaching and a Commitment Buddy System
- Provide 54 practical, actionable "Guerrilla Tactics" for immediate results and quick wins
- Feature insights from 10 VIP tutors with an average of 30 years industry experience
- Combine videos, workbooks, and interactive elements
- Focus on practical implementation rather than just theory
7. How is the course content delivered?
The course is delivered via our state-of-the-art interactive platform through:
- Online video modules
- Downloadable workbooks
- Progress and completion tracking
- Commitment Buddy System
- Interactive 1:1 coaching sessions
8. What’s the Commitment Buddy System which is included in the ALL-In Bundle?
The Commitment Buddy System is designed to keep you accountable and motivated to complete the entire course.
Here is how it works: As you complete each worksheet, simply send the scanned copy to Matthias Knab who will maintain your progress file.
This straightforward approach has proven highly effective in helping participants complete the course successfully.
9. What is your refund policy?
As a free bonus to all our Digital Master Class Asset Raising plans you will be getting a full one year free subscription to both the Opalesque Alternative Market Briefing, our industry leading daily newsletter on hedge funds and alternative investments (a $279 value) and the monthly New Managers publication (a $120 value).
Fair Use Policy: If for any reason you feel that our Master Class does not live up to your expectations, we not only offer a refund guarantee for 30 days but you can even keep your two publication subscriptions for the full year!
With that, there's no risk and you can only win. Start your journey now with the first videos, worksheets and guerrilla tactics. Our refund guarantee makes sure that there's only an upside for you, so go ahead and grab it!
10 . What support do you provide?
All course participants can reach our support via online chat or by calling +1 914 619 5223 (Monday through Friday from 9 AM to 5 PM GMT), or email at support@fundmanager.tools.
The 1:1 Deck Review is also included in all packages.
In fund management, you rarely get a second chance to make a first impression. Our 1:1 Deck Review alone is one of the highest-ROI investments a fund manager can make
In addition, the ALL-In Bundle includes four more 1:1 Coaching sessions and the Commitment Buddy System.
11. Can I access the content after completing the course?
Yes, you receive lifetime access to all course materials, allowing you to revisit the content whenever needed and stay updated with new strategies and insights.
We also regularly add new video content to existing courses.
You will get updates on new material by email and can access those as well.
12. Is the course suitable for beginners?
Absolutely! The course is structured to benefit both beginners and experienced professionals, providing actionable insights for every stage of your company’s development.
13. When should I start the course?
The best time to start is now, and here's why:
- The investment landscape is constantly evolving, and institutional investors and family offices are continuously reviewing and adjusting their portfolios. You want to make sure you, your processes, your marketing and all marketing assets are in top shape when they meet you and review your material.
- In order to accelerate your asset raising, you need to optimize your marketing approach immediately - waiting only extends the time until you can reach your fundraising goals
- Experience shows that 90% of successful asset raises require 6-12 months of groundwork and relationship building
- Every day you wait is potentially leaving money on the table - statistics show that the top asset-gathering funds raise four times more money than the top-performing funds
- With our current special offer (50% discount), you can secure the lowest price while getting immediate access to all tools and strategies that have helped managers raise billions
How about now doubling your closing rates?
Less than 1 out of 10 investor meetings result in an allocation. How about doubling that? How would your life look like if you are able to quintuple your meeting confirmations, double your closing rates, create lasting investor relationships, and stand out in the competitive world of fund management?
Remember: The investment management industry is highly competitive. While you're considering whether to enhance your marketing and business development capabilities, your competitors are already implementing these strategies.
Don't let more time pass without having a proven, cutting-edge asset-raising process in place.
Select your package here and get access right now at the lowest prices.
The three principal mistakes that can lead to a fund's early death
Already in the first video you will come to understand the primary reason why over 90% of managers never get over $100m in assets, and what you need to do to be among the few who do.
You'll also learn about the three principal mistakes that can lead to a fund's early death.
We'll show you how you can optimize your marketing process to save 90% of costs, and how family offices and institutions select their investments. The course includes several case studies where you'll hear from family office CIOs and institutional investors themselves how they filter and select external managers. We'll help you how to create a Pitch and Deck That Really Work and show you how to raise sticky assets, and how you evolve from a mere fund provider to a trusted partner of your investors. And this is just the base course.
In the part two of the course, the Tactics, we then go deeper and teach fundamental elements like the four phases of marketing for fund managers, how to create a buzz so that your fund raising is exponential, how to get to true excellence in your presentations. You will hear from someone who consistently attracts 1000 participants to his webinars who he does that and get his detailed blueprint how to plan, market, execute and benefit from a rocking webinar. We'll show you four hacks for convincing video calls, and in another case study you'll learn how institutions analyze hedge funds and their underlying partnership structures.
Remember, this Master Class is about Digital Marketing for investment managers, so we'll also show you clearly how you get onto the first page of Google. You will learn the six elements your website needs to have, and the three things Google “likes”. Of course, we also cover Digital Media compliance, because with all the excitements and new options in digital marketing, you also want to stay clear of trouble when it comes to compliance.
The course is rounded up with a hands-on Pitch & Close Bootcamp for advanced users. Here it is all about “closing it” and how you can massively increase your probability of success at investor meetings and cap intro events.