A comprehensive marketing plan, executed with patience and persistence, is now essential to achieving scale within the asset management industry. In addition to meeting prospective investors and ensuring robust deal flow, emerging managers have a myriad of administrative tasks to which they must attend during the fund formation process, including legal, fund administration, accounting, compliance and cybersecurity matters. Furthermore, significant time and effort must be dedicated to planning and executing on a comprehensive go-to-market strategy, detailing a strategy for growing the firm’s capital base over a relatively condensed period of time. Developing IP, communicating with LPs, researching industry conferences and databases, responding to RFPs, planning road shows and finding the right speaking engagements to demonstrate thought leadership are core components to a holistic approach, yet each consideration must be weighed in terms of its respective costs and benefits. We have the experience to support in each of these critical functions.