Operating company direct
Standard structure. The operating company engages the firm directly. Investor is informed via normal operating company reporting. No separate investor-level engagement.
Allocators, direct investors, and principals building US platforms or operating companies who need institutional-tier marketing architecture rather than generic agency work.
DILIGENCE.
An investor acquires or builds a US operating platform. The operating company needs marketing that matches the investor's institutional tier. Generic agency work produces generic output. The work has to carry the investor's register, not the default register of whatever agency the company hired before the investor arrived.
Institutional-tier marketing architecture costs more than generic retainers and produces different output: clearer register, sharper positioning, conversion architecture that works for institutional buyers on the revenue side as well as retail buyers where relevant.
The firm provides that architecture. The operating company is the direct client. The investor sees the output through standard operating-company reporting.
Institutional capital deserves institutional register. A portfolio company's marketing is either consistent with that register, or it quietly isn't. House view on institutional marketing
Standard structure. The operating company engages the firm directly. Investor is informed via normal operating company reporting. No separate investor-level engagement.
Engagement run before or during acquisition to assess the target's current US marketing architecture. Informs investment thesis and transition planning. Engagement type confirmed with the investment team in discovery.
3 to 6 months. Full US commercial architecture rebuild and run for operating companies at institutional tier. Multi-channel scope across every US-facing surface.
Monthly retainer, 12-month minimum. The default structure for fund portfolios where multiple US operating companies sit under one investment team. Quarterly re-read embedded.
"Zero conversions after two months usually isn't a traffic problem; it is a trust and localization problem."
No marketing of investment products to retail or accredited investors. No regulated financial communications. No prospectus preparation. No fund-of-funds marketing. The firm provides marketing architecture for operating companies owned by investors, not marketing for the investment vehicles themselves.
No legal, tax, immigration, regulatory, or fiduciary services. Those belong with qualified specialists.