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Right now, investors are looking for the products and services you offer. Some are a “perfect fit” for your company, with the potential to build rewarding long-term relationships. Others are not a good fit, and frankly may be a waste of your time.

Focus on your “ideal” investor

Ulicny can help you focus on your “ideal investor.” We evaluate your products and services through their eyes and identify what sets you apart from your competition.  We help you cut through the noise, engaging the right investors with relevant information that resonates.

We will review your current marketing and interview firm principals, as well as customers, if requested. We then will work closely with you to build a positioning statement and key messaging points, which is the foundation for communicating in a consistent way. If you wish, we will also develop a company logo/tagline and branding guidelines.

Speak your investor’s language

Ulicny can also effectively identify and communicate an investment manager’s point of difference in the language, format and vehicle preferred by the target investor. We believe that a firm’s intellectual capital is the fuel that drives the performance of its strategies. We are skilled in interviewing managers to extract the strengths of their backgrounds and strategies. We distill intellectual capital into an appropriate and compelling message.

A Modern Mix Helps You Connect

You may need a different voice, message and tools to reach a corner-office advisor in a wirehouse than you would an RIA.

Online display advertising, social media, video, and thought-leadership content all can work together to target specific investor segments and deliver qualified investors. While protecting your proprietary intellectual property, we can leverage your expertise to create a website and social media platform that connects with the investors you most want to reach.


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