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DIGITAL MARKETING

Digital Marketing for Private Equity

Private Equity is an increasingly competitive market. Since Private Equity (PE) is by nature unlisted, there is increased pressure on the General Partners to market the various funds, make acquisitions, expand working capital, and improve the balance sheet.

For Private Equity

As the PE players increase (especially niche players), there is a crucial need to differentiate themselves. The move to digital has accelerated the need to improve investor communication, provide thought leadership, actively engage with existing investors on new fundraises. Building as much automation as possible provides our PE clients to fundraise at scale.

ProFundCom’s specific solutions for PE houses will enable you to access a single view of business intelligence and understand how your fundraising campaigns are performing across all your digital channels. Deliver personalised customer journeys and gain deep insights into what content is resonating with your investors.

Automation

Increase efficiency with ProFundCom’s powerful automation designers. Set automated actions based on specific triggers and build powerful personalised experiences by delivering the right content based on your client’s preferences and behaviours.

Analytics

Track engagement across all your digital channels, score contacts based on their activity and ensure your relationship managers keep close to their customers. Seamlessly deliver intelligent engagement data into your CRM and track a client’s investor portal activity.

ROI Reporting

Access a single view of critical business and marketing intelligence. Understand how your campaigns are performing across all your channels, month on month. Effectively report on marketing ROI so you know where best to allocate marketing budget and resource.

What's Included:

Investor Portal Connector

Analytics Integration

Outlook Plugin

Analytics Integration

PDF Page Tracking

Analytics Templates

Survey Manager

Design

Google Analytics

Integration

Social Media Engagement

Analytics

Website Engagement

Analytics

LeadDeck

Reporting

Process Automation

Automation

Reporting Automation

Automation

Template Automation

Automation

Ready to accelerate AuM and become a fund marketing superhero?

The ProFundCom platform gives unparalleled insights into a companies' funds, prospects and investors and proactively helps to identify opportunities to both raise and preserve AuM.

People who viewed this page found the following interesting:

Investor Portal Connector

Analytics Integration

The ProFundCom Investor Portal allows clients to send investors their distributions with a few clicks on their computer. You can send distributions for multiple deals and manage these distributions all from one central location.

The ProFundCom Investor Portal delivers trackable and workflow-based content to investors and related parties. The ProFundCom Investor portal tracks what investors are doing, when and how they engage with documents, which can be used to have informed conversations.

The benefits of the ProFundCom Investor Portal are:

  • Automation: Manage investor reporting in less time and with fewer staff resources.
  • Communication: Security that protects client information.
  • Reporting: Update investors on the status of documents and report internally on engagement.
  • Customisation: White label your ProFundCom Investor Portal to match the look and feel of your brand and website.

Outlook Plugin

Analytics Reporting

The ProFundCom Outlook plugin gives the ability to track links and PDFs from within Outlook and reports back to the user via Outlook and ProFundCom.

PDF Page Tracking

Analytics Templates

The PDF Page Tracking App tracks which pages of a PDF are being accessed and for how long. The engagement data is then displayed in the timeline and feeds into the rating engine. The PDF pages are viewed as normal in a browser using the ProFundCom PDF viewer.

Survey Manager

Design

The ProFundCom Survey Manager App gives users the ability to create online surveys and polls. These can automatically generate different questions and display different pages depending on previous selections. From the polls and surveys created you can gain better insights into the responses. Additional functionality is also available with automation tools provided as part of the AppStore.  The Survey Manager App is completely drag and drop and no programming skills are required.

Google Analytics

Integration

The ProFundCom Google Analytics App gives users the ability to not only track deep engagement from within ProFundCom but also passes traffic details to Google Analytics. When Google Analytics is the prime tool for measuring results across all a clients sites, apps, and offline channels, the ProFundCom Google Analytics App provides all email and related digital analytics within the Google Analytics platform.

Social Media Engagement

Analytics

The ProFundCom Social Media App allows users to track the engagement of all digital assets that are distributed on social media. The analytics from social media engagement are fed back into ProFundCom which then uses an AI based algorithm to identify the individual who made the engagement.  Used in tandem with the ProFundCom Website Engagement App, the Social Media App ensures that you can demonstrate ROI across all digital channels whilst also ensuring that your marketing efforts are at the forefront of the drive to raise assets

Website Engagement

Analytics

The ProFundCom Website Engagement App enables the measurement, collection, analysis and reporting of web data for purposes of understanding and optimizing client web usage. The ProFundCom Website Engagement App is used to assess and improve the effectiveness of a website and helps to estimate how traffic to a website changes after the launch of a new campaign. The ProFundCom Website Engagement App provides information about the number of visitors to a website, the number of page views, who the visitors are and what pages they are viewing. It helps gauge traffic and popularity trends which is essential for market research.

LeadDeck

Reporting

The ProFundCom LeadDeck App allows sales and marketing teams to get real-time alerts of website visitors, new digital behaviour, new prospect activity as well as a list of  prospects that our AI algorithm has identified for a call. The LeadDeck can be embedded in any CRM so that sales and marketing teams can work efficiently from one system. The LeadDeck has sliders that allow sales and marketing teams to customize the scoring of their contacts. Automations can be applied to alert a sales team member if a threshold is exceeded.

Process Automation

Automation

The ProFundCom  Process Automation App gives you the ability to automate any part of the digital marketing journey.  With the ProFundCom  Process Automation App users can visually map out their digital campaigns and create decisions or actions based on customer behaviour, date, event, lead score or segmentation rule. Users can score contacts on their digital behaviour and their identity, then combine both into an overall third score, which lets you see in an instant how valuable they are, and where they are in the investment cycle – in a process known as Lead Nurturing.

Reporting Automation

Automation

The ProFundCom Reporting Automation App provides the ability to distribute reports automatically from the ProFundCom platform to internal and external stake-holders. These reports can be scheduled to run at regular intervals as well as be sent to specific groups in any document format that is compatible with standard desktop software. One of the key features of the ProFundCom Reporting Automation App is users define who gets access rights and how protocols are followed. This results in fewer errors and a lower probability of compliance issues since the ProFundCom reporting Automation App keeps track of each report.

Template Automation

Automation

The ProFundCom Template Automation App allows the content of the email templates to be automated based on a recipient’s specific criteria. With the ProFundCom Template Automation App users have the ability to create standard email templates and automatically populate it with content based on the recipients holdings as well as preferences. The App can also use an AI-based algorithm to add related content into the email template based on the recipients previous and predicted digital behaviors.