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Jack Vawdrey
Marketing Consultant for
Private Equity Firms
I help firms in private equity and adjacent industries reach prospects and stay top-of-mind via strategic marketing and biz dev programs.
What do private equity firms say are the greatest challenges of marketing their firms for deal flow?
"We don't have a defined strategy, but also don't know where to start."
"We've tried marketing, but we're not sure how to measure what works."
"We're pretty good at biz dev, but don't know how to add marketing to the mix."
"We just need to get organized but don't know how."
When private equity firms struggle with these challenges, the best thing they can do is learn how to:
- Define their strategy, including whom they want to reach and what messages they'll share
- Evaluate their marketing efforts from both a macro and micro-level to determine if their efforts are creating stronger relationships with prospects
- Refrain from "marketing to the void" in which well-intentioned marketing initiatives end up being seen by no one and are therefore not worth the investment
In my estimation, Jack is one of the top thought leaders in PE marketing.
I help my clients:
Demystify private equity
Answer key questions to minimize any concerns a prospect may have about private equity.
Stay top of mind
Share content with your prospects to stay top of mind for when they're ready to transact.
Strengthen biz dev outreach
Increase the frequency and quality of interactions with your prospects.
Improve deal flow
Position your firm as the only investor worth partnering with.
What Does an Engagement Look Like?
This engagement package is appropriate if you need strategic guidance to create incremental improvement in areas like the following::
- Curating leads
- Organizing business development outreach
- Marketing your firm on LinkedIn
- Creating content to promote your firm
Engagement structure:
- 1 one-hour consulting session/month
- 1 30-minute accountability session/month
- Access to a library of training materials
Who has action items?
You will have homework after each monthly call, and Jack will follow up as part of your accountability session.
This engagement is for firms who are ready to build out a marketing engine that predictability creates engagement for better deal flow, focused on:
- Brand messaging
- List curation and management
- Business development
- Content marketing
- Public relations
Engagement structure:
- 2-3 one-hour consulting sessions/month
- Sessions with individual contributors as needed
- End the engagement with a documented marketing strategy
Who has action items?
Both you and Jack will walk away with homework after each call, based on a mapped out 4-6 month plan.
This engagement is for firms who are interested in outsourcing marketing initiatives that support deal flow, while paying based on performance. Includes:
- List curation & management
- Content creation & promotion
- Business development
- LinkedIn management
Engagement structure:
- 1-3 one-hour review meetings/quarter
- Monthly reporting on key performance metrics
- Availability for calls/emails as needed to discuss
Who has action items?
You and Jack will agree beforehand which activities are appropriate to outsource vs. keep in-house.
Take a 6-minute questionnaire to build your own marketing plan.
No Call Required.
Answer some basic questions about your firm's marketing efforts and I'll send you a detailed document highlighting areas where you may have an opportunity to better market your firm.
