These pricing tiers are designed to help asset managers choose the level of strategic and execution support that fits where they are now — and where they are trying to go. Start with one track, or move to a synchronized approach when marketing and distribution need to work together.
Each pricing track includes three engagement levels: Advisor, Consultant, and Leadership. The difference is not just time. It is depth, execution responsibility, and how much of the growth engine you want built, managed, and optimized for you.
For managers who need stronger positioning, sharper collateral, better content, and a marketing system that earns trust before the ask ever lands.
For managers who need more than introductions — they need a disciplined outreach structure, better sequencing, cleaner pipeline logic, and a repeatable system for advancing investor conversations.
For firms that do not want marketing and distribution treated like separate workstreams. These packages are built for synchronized execution across positioning, outreach, content, collateral, and investor progression.
Some firms need a smaller initial engagement before expanding. Others need immediate execution support across multiple workstreams. The structure above is designed to create clarity, not friction. Final scope can always be tailored based on fund stage, team capacity, and current fundraising priorities.
The goal here is not to bury pricing in mystery. It is to make the commercial side clear enough that the real conversation can focus on fit, priorities, timing, and where trust is currently breaking down.
