Alternative Fund AUM Generating Machine

Rapidly increase your AUM growth and digital footprint with a systematic approach to data driven fund distribution and Digital Bridge Technology.

Alternative Fund AUM Generating Machine

Rapidly increase your AUM growth and digital footprint with a systematic approach to data driven fund distribution and Digital Bridge Technology.

Nearly $1B Raised

For first and second-time funds through 5150’s differentiated marketing and distribution. 

Data Driven Results

To aid investment managers with all things marketing, fundraising, and communications.

25 Years of Experience

Stellar reputation for helping investment managers succeed in relationship driven markets.

Nearly $1B Raised

For first and second-time funds through 5150’s differentiated marketing and distribution. 

25 Years of Experience

Stellar reputation for helping investment managers succeed in relationship driven markets.

2022 Innovator of Year

To aid investment managers with all things marketing, fundraising, and communications.

The Leading Edge of Fund Marketing & Distribution

Leveling The Playing Field For Fund Managers Limited By Size & Scale

The leading edge of fund marketing and distribution

Leveling the playing field for fund managers limited by size and scale.

Leveling the playing field for fund managers limited by size and scale.

Large assets managers have always had the upper hand. While emerging managers often outperform, 80% of fund capital always goes to the 20 largest firms. Until now.

Our data-driven technology platform helps even the playing field by leveraging the industry’s first systematic approach to AUM growth and fund distribution. 

Fueled by data insights, our marketing engine delivers automated IR/PR campaigns, industry leading print and digital collateral, targeted investor lead generation and the rapid expansion of a fund’s digital footprint.

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The Leading Edge Of Alternative Fundraising

Small and mid-size fund managers are often just as good if not better than leading fund managers. Yet, 80% of all alternative fund flows go to the 20 largest fund managers.

Fund managers limited by size and scale have always had a tough hand to play. Even though statistics show that they often outperform their larger market peers. 80% of all fund capital ends up with the 20 largest firms.

Our Digital Bridge technology platform helps even the playing field by leveraging the industry’s first systematic approach to AUM growth and fund distribution. 

Fueled by data driven insights, our marketing engines are complete with automated IR/PR campaigns, industry leading print and digital collateral, targeted investor lead generation and the rapid expansion of fund’s digital footprints.

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Solving Funds' Biggest Challenges

The 3 Keys To Every Successful Fund

The 3 Attributes Of Successful Funds

While experienced managers bring expertise in investing and returning capital, many lack similar sophistication in fund marketing and distribution.

Fund managers are experts at 2) investing capital and 3) returning capital, but 90% of them don’t bring that same expertise to 1) raising capital and fund distribution.

Raise Capital

Acquisition of new capital and AUM growth is often overlooked but just as important to a fund as generating returns.

Invest Capital

Fund investment strategies and execution to generate maximal returns throughout a variety of market conditions.

Return Capital

Growing client relationships and wealth so the experience is as rewarding as possible for both fund managers and clients.

Raise Capital

Acquisition of new capital and AUM growth is often overlooked but just as important to a fund as generating returns.

Invest Capital

Fund investment strategies and execution to generate maximal returns throughout a variety of market conditions.

Return Capital

Growing client relationships and wealth so the experience is as rewarding as possible for both fund managers and clients.

1 | Raise Capital

Acquisition of new capital and AUM growth is often overlooked but just as important to a fund as generating returns.

2 | Invest Capital

Fund investment strategies and execution to generate maximal returns throughout a variety of market conditions.

3 | Return Capital

Growing client relationships and wealth so the experience is as rewarding as possible for both fund managers and clients.

1 | Raise Capital

Acquisition of new capital and AUM growth is often overlooked but just as important to a fund as generating returns.

2 | Invest Capital

Fund investment strategies and execution to generate maximal returns throughout a variety of market conditions.

3 | Return Capital

Growing client relationships and wealth so the experience is as rewarding as possible for both fund managers and clients.

Our Solutions

All of the marketing, communication, prospecting and fundraising systems you need to thrive in the digital age.

Your Fundraising Machine

After we build your fundraising “machine” and flip the switch, always-on functionality allows you to deliver a personalized experience through every stage of the investor journey. Achieve your AUM goals while you sleep.

The Benefits of Digital Bridge Technology

Your entire marketing and distribution team for less than the cost of one employee.

No Need To Hire Additional Talent

By outsourcing to a dedicated team of digital experts, platform users eliminate the need to hire and manage additional marketing team members.

Reduce Costs

Platform technology spreads technology costs across multiple users, providing wealth and asset manager access to sophisticated technology and services without the usual expense of technology acquisition, integration and training.

Mitigate Risks & Eliminate Complexities

Platform subscribers shift the technology liability to providers (that’s us) while mitigating the adoption and integration risk.

Leverage Data Insights

By aggregating data and results across users and campaigns, Digital Bridge becomes a perpetually improving marketing engine fueled by insights from investment-related decision-making.

Platform Capabilities

Everything you need to thrive in the new digital age and consistently increase AUM.

The search for ideal clients begins by aggregating current and former client data into a single source. This process includes combining, cleansing, and restructuring client profiles into segmented audience groupings. This process profiles who a firm’s best customers are, who they are not, and where undiscovered opportunities exist.

This is where we uncover the marketable details of the target audience. Customer groupings are enhanced using client conversations, interactions, and surveys taken from members selected from each group. These enhanced profiles provide granular details and relevant insights into future investors.

Personas are generated from the enhanced profiles built in the process of data consolidation. Psychographic details, behavioral insights, and predicted personalities are added to each persona using artificial intelligence and predictive analytics. These proprietary investor personas allow marketers to a) personalize engagements to the communication styles and channel preferences of targeted investors, b) develop personalized, stage-specific content, and c) identify new prospects and networks with look-alike data.

Persona-specific playbooks are created to establish marketing, communications, conversion, and service advocacy strategies. Playbooks include communication recommendations, channel preferences, unique needs, and individual service expectations.

Creating, curating, and managing unique content requires an organizational system that can account for channel style, stage of the journey, investor intent, compliance status, backlinks, permissions, etc. Helping craft and curate multi-channel, stage-specific content is critical to any firm catering to digitally savvy investors. Intent-specific content connects and influences prospects and investors through each stage of the investor journey (Awareness, Research, Consideration, Conversion, and Advocacy). Our content management system provides quick access, compliance approval, and multi-channel repurposing.

Design, execution, and management of persona-specific marketing campaigns. Multi-channel strategies and tactics, created using stage-specific content, are rolled out for each persona.

We scale campaigns and communications through automation. Automation allows marketers to identify, connect, and influence qualified prospects at scale across multiple channels. Always-On functionality allows clients to deliver a personalized experience through every stage of the investor journey.

A 360° client view allows sales, marketing, and service teams to share client interactions and engagements. Delivering a high-touch investor experience becomes a reality through the use of a shared, dynamic CRM. The CRM helps managers guide prospects and investors through every stage of the investor journey.

Results data compiled from investor engagements provides unique insights into the online behaviors and decision-making nuances of various investor segments, creating value in the form of “network effect” for platform subscribers. Campaign data from platform users is compiled and analyzed across campaigns, allowing strategies and tactics to be refined and optimized “real-time” to improve outcomes.

The hardest thing about technology adoption is often making sure a team is using it properly. We take that problem off the table by providing clients with dedicated support teams to guide them every step of the way to digital enablement. While the platform lowers the cost of technology adoption by sharing the cost across multiple users, our dedicated support teams remove the internal adoption risk, while eliminating the need to recruit and hire technology talent.

Our Partners Become Yours

Leveraging the best platforms and insights for maximal and efficient AUM growth.

Azamba serves as 5150’s exclusive development partner, providing ongoing design and support to the Digital Bridge IPaaS Platform. The Microsoft Dynamics Gold Partner will lead the technology architecture, user interface/experience, support, and training.
S2O Group brings significant experience in developing go-to-market strategies for technology offerings. Leveraging experience gained from executive leadership positions at IBM, Microsoft, and Juniper Networks, the S2O team brings a philosophy founded upon planning and implementation planning.
As the largest agency buyer of LinkedIn advertising, B2Linked is a certified ads partner to LinkedIn. B2Linked provides expertise for navigating paid and organic ad space for businesses and their clients' marketing and advertising on LinkedIn. Their data-driven expertise has allowed them to rewrite the LinkedIn marketing playbook, creating the best leads and returns for clients’ campaigns time and again.
Following the acquisition of NealABC, Heartland Business Systems (HBS) has provided technology insight in the development of 5150’s services. As a Microsoft Gold Partner, HBS is a leading developer in data management and platform development, including a specialized focus on MS Dynamics 365.
Andy Foote is a recognized social media strategist with primary expertise in B2B marketing. He has refined his strategy for cracking the LinkedIn algorithm, demonstrating competitive results for his own profile as well as for his clients. He pairs quality content and humor to deliver LinkedIn users insight and entertainment.
Visual marketing software developed by Funnelytics allows clients to see their marketing journey and multi-channel strategies. With Funnelytics, clients can visually apply data and feedback to each of their marketing tactics, easily determining what generated leads and results. This always-on technology enables adaptable planning and execution for digital and traditional distribution strategies for clients.

What Others Are Saying

Great Ways To Get Started

A variety of ways to see how you can improve your AUM machine.

Free Digital Audit

A comprehensive assessment of your digital footprint and competitor analysis.

Calculate Your Costs

See how much you could save by utilizing our team and digital bridge technology.

Schedule A Meeting

We’d love to meet you and learn more about your goals and strategies.

Achieve Your AUM Goals

Out market your competition, accomplish your goals and seize your opportunity.