You focus on what you do best, we handle marketing
We deliver a turnkey Marketing-as-a-Service (MaaS) solution for boutique AMs that enables your team to focus on speaking with investors and managing portfolios.
We are (an extension of) your marketing team
Running a boutique fund is increasingly challenging. Competing for investor attention with larger Asset Managers - who all have massive marketing/branding budgets is no easy task. You are typically forced to spend an outsized proportion of time and money if you want to keep up. We provide a scalable, bespoke solution that presents less operational risk at a lower cost.
High-impact strategic assets
Stunning creative assets
How we create a tailored solution for you
Every firm has different needs. We believe in highlighting the value we can provide up front, by offering the first two steps in our process for free.
Get started today, for free!
1. Two Strategy Sessions - free!
In two separate meetings, we look to deep dive into both your operational strategy and investment thesis. This allows us to assess how we can best complement your strategy, and bring your investment thesis to life.
2. Direction and Proposal - free!
We indicate the direction we'd like to take, and how we define the terms of our potential partnership. At this point, it should be clear (from both sides) if there's a coherent fit.
3. Strategic Narrative & Branding
We provide 2 standard deliverables: your Strategic Narrative and a (renewed) Branding Guide. These will serve as the source of truth for all future assets.
4. Create Assets for Raising
Establish a suite of marketing assets necessary to close new deals. Highlighting the story with a consistent & integrated narrative alignment.
5. Retention Strategy
Raising capital is just the beginning. That's why we deliver a strategy focussed on retention. Including templates and touch-points to provide an unparalleled experience for your clients, creating frequent opportunities to reinforce your story consistently over time.
6. Optimisation & Execution
We design and develop the necessary assets to execute on the retention strategy and continuously optimize the raising assets based on analytics, your experience in the field, and client feedback.
7. Grow and Scale together
As your fund increases in size and scope, we scale with you to provide the perfect level of support and execution for the next goal on the horizon.
Browse our latest work on Marketing-as-a-Service
"CORE always go above and beyond"
Working with CORE has enabled our team to focus primarily on speaking with potential clients and fine-tuning the product offering, with the confidence that every touch-point our customers experience will have had that special CORE touch!
"They make my life a lot easier"
The CORE team is helping us in creating an engaging storyline with clear visuals. They essentially facilitate a journey of sharing knowledge, almost like teaching. This creates a much more meaningful level of interaction with our customers and keeps us away from the standard approaches overloaded with excessive data, ratios, tables and graphs.
"One of the best marketing agencies"
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Let's see what we can achieve together
Send us an e-mail or give us a call, we're always happy to have a chat to see what we can achieve together.
