Chapter 3

Hedge Fund Marketing Pro

There are three ways to raise capital: having more high net worth friends than the next fund manager, landing early institutional allocations, or hard work. Get to work.

This chapter provides some basic capital raising and marketing tips, as well as a case study analysis of Tassini Capital Management, a California-based hedge fund manager. Tassini Capital Management was attempting to grow its assets from $39.2 million in assets under management (AUM) to $250 million in AUM in a three-year period. The case study outlines the management's struggles, challenges, lessons learned, and the formula they found for raising capital from new investors. This chapter provides some short interviews on capital raising, as well.

Why important: The capital-raising tips, strategies, and case study included in this chapter are only available due to lessons learned the hard way, through making mistakes, receiving feedback, and adjusting capital-raising strategies until they worked. Studying this chapter carefully can save literally $25,000 or more in consulting fees and, more importantly, double the rate at which you raise capital. If these lessons and tips are ignored, your team will likely repeat mistakes that others often make while trying to grow their AUM.

BONUS VIDEO MODULE

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