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Wooden Hut

At Clearglass Capital we take a holistic approach to sales and marketing. We take pride in working with boutique and first time emerging fund managers.  There is no silver bullet for success. The race is a a marathon, never a sprint.  Remember, it isn’t just one game, but the whole season, and there are multiple components involved in building a winning strategy. This doesn’t scare us, and it shouldn’t scare you. After years of experience, we understand each of the components and will build a customized strategic plan based on your unique situation and goals.

Boutique & Emerging Manager Capital Raising & Marketing Experts

Strategy & Consulting

Think differently, solve problems, and optimize distribution with experts by your side. Together, we’ll review your investment process, product structure and existing resources in order to help you crystallize your goals. We’ll outline how to achieve those goals in a customized Playbook which will continuously update as we work together. It’s important to understand where you are coming from, in order to get you where you want to go.

Outbound Sales

At Clearglass,  outbound sales has long surpassed the days of dialing for dollars. Our sales work begins by gaining an insider’s perspective into the allocator activity and research process of potential investors. Qualifying prospects, uncovering money in motion and focusing on investors who match the target profiles of our rolodex enables us to compress the sales cycle. In facilitating the due diligence process, we close deals by leveraging deep dive investment work and behavioral analysis.

Inbound Marketing

Contact. Convert. Close. Continue.  Clearglass will help you define your target investor personas and execute a strategy to engage them. We’ll make your content work for you by executing email marketing campaigns and traditional marketing activities to support your overall distribution effort and drive prospects to you. We'll creating landing pages and calls-to-action, monitor the analytics, and using intelligent data, maximize lead generation efforts. Let us take control so your days of cold calling are over.

Investment Analytics

Investors have a lot of choices, why should they choose you? While we harness the power of the qualitative components of an investor’s due diligence, at Clearglass we also understand that quantitative aspects play an equally important role. We’ll help you understand the competitive landscape and peer groups, analyze your strategy’s risk/reward profile and identify your role in an investor’s portfolio. We can translate how you fit.  We know the language of statistics.

Content Development

In marketing campaigns, the sales messages, quarterly commentaries, marketing collateral and websites, all your content needs to tell your story, solve problems for your prospects, and highlight your brain power. We are here to support you in your efforts. Where needed, we’re also able to create content for you. At Clearglass, we believe that a graph can speak 1,000 words and that a few well-chosen words can articulate an entire story… and it’s all about your story. 

Collateral & Creative

Don’t be boring – Always be you – those are important components. At Clearglass we blend the experience of sales, marketing and investment sales professionals with (as needed) the talent of designers to help you deliver your messages in a way that sets you apart from the crowd. We support our clients with their design needs, including the creation of fact sheets, presentations, call-to-action campaigns, email templates and more. We can also assist you with initial website design or the redesign of your existing site. 

Outsourced COO

Outsourced Hedge Fund COO, Middle Office Operations & Trade Support

Due Diligence
Consulting & Strategy

Operational & Investment Due Diligence Services. Start Up & Wind Down Services

Capital Raising & Marketing Material

There are multiple components involved in building a winning strategy

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