Strategic Planning

We assist clients in strategically positioning their fund and describing their distinct value to appeal to a diverse universe of target investors. We also assess the fund’s support system, and make introductions to well-qualified service providers ranging from attorneys, accountants, and administrators to design professionals, public relations firms, and presentation coaches as needed.
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Marketing Communications

Clients benefit from our ability to differentiate and communicate their fund’s distinct value proposition to targeted investors. Trailmark has the experience and resources to prepare the full array of materials required for a successful fundraise and beyond, including investor relations. We can handle all aspects of communication and content development and help ensure clients can confidently deliver key messages to prospective investors.
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Activation

Trailmark has invested in an extensive, proprietary CRM system that enables us to amplify the number of relationships our salespeople can manage. As we identify targets and plan for outreach, we strive to ensure that we are targeting investors that are well-suited to each of our client’s strategies, positioning our clients to achieve fundraising success.
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Engagement

Our persistent follow-up, sales oversight, and robust CRM tracking system ensure that we stay on course with potential commitments. We share details with GPs on all prospects via a robust dashboard updated with commentary from prospective investors and Trailmark professionals. This vital intelligence enables us to hone our messaging and broaden our outreach to additional prospective investors where appropriate.
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