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