Combining Expertise with Execution
Working with your CGO
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Your Fractional CGO functions as an integral, in-house, senior team member, not an outsourced agent. This unique positioning allows for deep integration with your fund's culture, processes, and goals.
Unlike third-party offerings, that often apply generic solutions from the outside, our Fractional CGO works alongside your team, applying tailored strategies from within your organisation.
It is in your Fractional CGO’s interest to build internal competence and processes, and to make sure all roads lead to you and your team. They are accountable and responsible for success.
This in-house approach offers several key advantages:
Deeper understanding of your fund's unique value proposition and challenges
Seamless alignment with your existing team and workflows
More agile and responsive strategy implementation
Greater accountability and long-term commitment to your success
Enhanced protection of sensitive information and investor relationships
1.
A Cross-Functional Growth Catalyst
Your Fractional CGO serves as the nexus for your fund's growth initiatives, bridging traditional silos and orchestrating a cohesive strategy across all investor touchpoints.
Terminology
In alternatives, marketing, sales and investor relations are opaque terms.
As our methodology is investor-centric, we use the terms to indicate a type of interaction with the Investor on their investment journey. It is a functional definition.
Sales: Direct engagement with potential investors before they invest. This includes presenting the fund, due diligence, and term negotiations.
Investor Relations: Direct communication with current investors from investment to redemption. This covers investor updates, request management, and upsell opportunities.
Marketing: Indirect interactions with potential, current and former investors, either individuals or entities and often through third parties (including sales and IR). For example, demand generation, content and document creation, event management, PR etc.
Note: These terms are functional descriptions and describe interaction types, not rigid job roles or titles. One person may perform multiple types of interactions.
Key Areas of Integration
Strategic planning and oversight
Developing comprehensive asset-raising strategies
Ensuring consistency in messaging and investor experience
Enhancing brand positioning and thought leadership
Cross-functional integration and optimisation
Aligning marketing, sales, and investor relations objectives and efforts
Eliminating redundancies and improving operational efficiency
Embedding feedback loops and cross team collaboration
Performance evaluation and optimisation
Establishing meaningful metrics across all growth activities
Implementing data-driven decision-making processes
Guiding resource allocation based on performance data
2.
Your In-House Growth Champion
To maximise the impact of our Fractional CGO service, we strongly recommend creating the role of in-house growth champion. This is crucial for ensuring the consistent execution of strategies and maintaining momentum.
The necessity of an in-house resource cannot be overstated. This individual serves as the daily overseer of growth initiatives, providing the consistent attention required to turn strategies into tangible results. They act as the bridge between high-level planning and on-the-ground implementation, ensuring that no opportunity for growth is missed.
The in-house champion's responsibilities are diverse and integral to the success of your growth strategy. They execute the tactical plans developed by the Fractional CGO, manage day-to-day growth operations, and gather crucial growth performance metrics. Additionally, they play a vital role in facilitating cross-departmental collaboration that is essential for growth.
The in-house champion and the Fractional CGO collaborate through defined working sessions, regular check-ins, and progress updates. This ongoing dialogue allows for the iterative refinement of tactics based on real-time insights and prepares the ground for productive engagement sprints with the CGO.
Synergy Between in House Champion and Fractional CGO
We create a dynamic and adaptable growth engine by building a blend of internal talent, CGO expertise, and specialised external resources. This comprehensive approach ensures that every aspect of your growth strategy is expertly handled, from high-level planning to day-to-day execution, positioning your fund for sustainable, long-term success.
3.
Working with your Team
Our Fractional CGO model is designed to enhance, not replace, your existing team's capabilities. We believe in leveraging the strengths of your current structure while providing the additional expertise needed to drive growth.
Each department plays a crucial role in the overarching growth strategy:
Investment
Your Fractional CGO reduces the friction and frustration involved in creating content for investors. Not only do we implement efficient processes, we also use data to identify the most impactful content. This means the Investment Team’s efforts are never wasted and are systematically repurposed for maximum benefit.
We also ensure that the Investment Team’s time is not wasted. By tracking all Investor touchpoints we can optimise the sales process to use internal resources efficiently and ensure that presenting to Investors is results-orientated.
We implement systematic feedback loops across the investor journey that can help develop new products and refinements.
Your Fractional CGO frees up individuals to focus on high-value investor interactions. We systematise and automate many of the mundane and repetitive tasks that can weigh down effective sales and investor relations functions.
Your Fractional CGO works with your team to support and enhance their existing processes and interaction style. We provide data-driven insights to facilitate optimisation. We improve effectiveness, optimise interaction and maximise the impact of investor-facing initiatives.
Sales and Investor Relations
Marketing
Under the guidance of your Fractional CGO, marketing becomes the engine that drives inbound requests. We implement a demand-generation program that increases the firm’s profile and authority, maximises awareness, and guides consideration. This stimulates direct engagement from investors and delivers highly qualified leads to your sales function.
We use a suite of time-tested strategies beginning with clear segmenting and targeting, followed by product marketing, educational content marketing, account-based marketing, event marketing, node marketing, social media marketing and PR.
Operations and Compliance
We build our processes with compliance at their core. Your Fractional CGO works closely with your compliance function to hardcode the sign-off of investor-facing content. We also build reports and dashboards to make it easy to visualise and track the investor journey and how it affects compliance.
We are always keen to work with existing systems to reduce the friction and frustration of reporting and data management between operations and investor-facing tools and systems.
By integrating with these teams, we aim to empower your core staff, freeing up their time for specialised tasks that directly impact your two main drivers, making returns and raising assets. Our data-driven insights enhance decision-making across all levels, while our strategic guidance amplifies individual efforts, creating a synergistic effect that drives overall growth.
4.
Integrating External Expertise
While our Fractional CGO brings a wealth of knowledge, there are occasions when specialised skills are needed to address specific challenges or opportunities. In these instances, we can bring in additional resources to complement our expertise.
The CGO may introduce external specialists:
For specific technical implementations, such as customising CRM systems or developing sophisticated data analytics tools
To facilitate investor-focused efforts such as media training, event management, or graphic design
During periods of intensive growth or significant change, where additional support can accelerate progress
Managing these external contributors is a critical responsibility of the CGO. This involves:
Careful vetting and selection of experts whose skills align perfectly with your needs
Clear definition of project scopes and goals to ensure focused, efficient contributions
Seamless integration of external resources with your internal processes and teams
By orchestrating this blend of internal talent, CGO expertise, and specialised external resources, we create a dynamic and adaptable growth engine.
This full-system approach ensures that every aspect of your growth strategy is expertly handled, from high-level planning to day-to-day execution, positioning your firm for sustainable, long-term success.
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