Since 2003, I've interacted with 1000s of investment managers & saw many making it, becoming billionaires & building formidable businesses, but way more – also talented and hard working people – have fallen to the wayside.
 

So, I thought why don't I compile & structure all the success strategies I've seen work over for the most successful investment managers & pack them into a format that will make sure that those elite strategies and processes work for the smaller guys & help them raise & retain assets?

That's our new Digital Master Class - Asset Raising: https://www.fundmanager.tools: 26 videos (6 hours, 10 VIP Tutors with average 30 years industry experience), 50 Guerrilla Tactics, 87 workbook pages, plus personal coaching and a Commitment Buddy System.

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.

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.

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.