The Two Things You Need to Remember in Capital Raise Marketing

Maria Poly talks about her top marketing tips from the front lines of capital raising.

Video Transcript

Maria Poly: Being very short in their communication, I noticed that GP as usual, are very knowledgeable guys and they like to put as much information as they could, but there are literally just two things that you want to know, we want to give them a small piece of information for them to make a decision, to get another one and two, a clear call to action. So I know it is that's also in marketing and helps to be respectful to someone's time. That's why it's important to keep the database together, because if you see that there is no match for what you do, just reduce the number of emails that you send to them.

Related Videos

How Should Fintechs Get Started With Content Marketing?

Content Rewired discusses the two common approaches to content marketing -- and the data-driven approach that fintechs should use to see the best results.

Keeping Up With the Digital Age

KMH discusses the importance of marketing and tracking in the digital era and why entrepreneurs must learn to delegate.

From Excruciating to Seamless: How Alto Enables Investing Using Retirement Funds

Jim Jones of Alto talks about Alto's processes to help investors invest using retirement funds -- and how they manage the entire transfer process from start to finish.

Why a Customizable Capital Raise Platform is the Path of Least Resistance

CalTier Realty Fund chats with us about paring down platform offerings to the ""just right"" fit and why WealthBlock fit the bill.

We recently partnered with Wealthblock to develop and launch a client portal tailored to our specific needs. Our primary goal was to provide our clients with a seamless way to view their investments and access a secure document center. Wealthblock surpassed our expectations by crafting a portal experience that was perfectly tailored to our preferences, with customized functionalities unique to our business. One of the standout features they helped us implement was the ability to calculate a combined, multi-fund, IRR (internal rate of return), which was a significant project for us. Additionally, we have greatly benefited from the clean Know-Your-Client (KYC) form integrated into the new portal.Deji and his team have been exceptional in their responsiveness, always quick to address any questions we had. They dedicated a great deal of time to ensure we received exactly what we needed. We are very pleased with the results and recommend Wealthblock for their expertise and outstanding service.

Perry Schultz

Partner Operations, Ewing Morris

Schedule a Demo

We'll unpack what you need and provide a solution!