Digital Marketing

Inform, attract and sign up clients with the targeted and creative power of digital marketing

PROBLEM STATEMENT

Growth Capital Focused Private Equity Fund doing a $100 Mn Fundraise with Mauritius Feeder Fund and India AIF.

Challenged to meet new Indian & International Investors and Intermediaries in the pandemic; wanted to reach out stakeholders with a more interactive approach.

New Fundraise by a credible Fund Manager with a successful previous track record; wants to showcase previous fund performance in a more visually engaging interface. Extensive confidential data exchange over email with Investors and Distributors.

Solution

Private Equity Fund was onboarded and configured on the AIFMetrics platform with a White-labelled interface. Predefined input templates for About New Fund and Pipeline Portfolio are processed real-time on as-required basis to digitally represent About the Fund, Fund Managers, Investment Team, Fee Structure & Incentives, Key Dates and recent news. Digital display of Pipeline portfolio represents Industry sector allocation, timing of investment, funding size and existing investors.

Previous Fund Performance Metrics are processed with predefined templates capturing critical data points. Fund admin can update data on as-required basis to compute and graphically represent Fund Level Performance of all previous funds realtime - Capital Commitment, Paid Up, Distributions, Current Valuation, XIRR, TVPI, MOIC, NAV etc.

Previous Fund Portfolio Metrics are processed with predefined templates capturing critical data points. Fund admin can update data on as-required basis to compute and digitally represent Fund Level Portfolio analytics of all previous funds real-time - Portfolio company brand icons, sector allocations, funding round allocations, shareholding on FDV basis, current portfolio valuations, portfolio exit metrics etc.Detailed Portfolio Investment rationale with Updates, Operating and Financial metrics and portfolio company video give a real life experience to prospective investors.

Enabled Prospective Investor Login - Fund Admin can enable easy to share Digital Marketing Links with Prospective Investors over personalised emails, chat tools and get detailed click stats. Disable access links after sufficient time lapse.

Provision of Fund and Investor Data room - Populate data room with updated marketing decks, PPMs, Contribution Agreements, previous fund updates and research reports. Detailed documents available to prospective stakeholders. Investors can upload KYC docs, Tax residency certificates, etc. from their access domain to be accessed only by Fund Admin.

Outcome

Positive response from new investors - Targeted marketing with Prospective Login module and Fund manager video launch made it possible for investors to relate to the ethos of the Fund Manager and receive a positive first response.

First close of new fund faster than before - With click statistics, Fund Manager was able to pursue serious investors and close commitments earlier than before.

Faster decision making - Graphical representation of previous fund’s performance with key fund metrics and portfolio insights makes decision making easier than ruffling through elaborate decks to find meaningful key metrics.

Comprehensive Data Room - No more selling with old outdated decks; Fund admin can delete old docs and upload new docs. Encouraging investors to upload KYC docs ensures one stop investor doc access to Fund Admin, reducing operational tasks.

Safe and secure data - No more exchanging data over email. Access to AIFMetrics platform defined by Fund Admin.

Success stories

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Request for a Demo

Digitize now and profit from tomorrow’s growth wave! Write to us and we’ll schedule your demo.