Investment Management Firm
A specialized small-micro cap investment firm partnered with Sirotin Ventures to develop a comprehensive LinkedIn Sales Navigator outreach strategy targeting high-net-worth individuals, family offices, RIAs, and endowments. The engagement focused on creating strategic messaging to communicate the firm's investment approach and differentiation in the capacity-limited fund market. Through tailored messaging templates, multi-touch email sequences, and performance-driven value propositions, Sirotin Ventures delivered a scalable outreach framework that achieved a 3X increase in qualified leads while ensuring full SEC compliance across all communications.
CLIENT
Small Micro Cap Firm
LOCATION
United States
SERVICE
Strategic Comms
TARKET MARKET
HNWIs & Endowments