Fund Consulting

"Build it and they will come."

You built the killer strategy, you have the performance, where are the assets?  It's an all too common question we encounter.  Our decades of experience have enabled us to launch a multi-faceted approach to building AUM 

Strategic Go-to-Market Planning

 Building a fund is just the first step.  We specialize in crafting the message and "why" for a strategy whether its to launch a new strategy or expand existing ones.  All of this is done with a focus on optimizing your approach to your goals be it field distribution or direct to retail.

Fund Naming and Positioning

 Opinions on a strategy are often made within seconds of looking at the funds name. We draw on data-driven insights to position your strategy in a way that resonates with your target investors and stands out in a crowded marketplace.

Distribution Strategy Optimization

We analyze and refine your market push versus market pull strategies to ensure you are effectively allocating resources and maximizing your reach.

Fund Structure and Pricing Analysis

 We provide expert guidance on optimizing fund structure and pricing to enhance competitiveness and align with market demands, ultimately improving your value proposition.

Marketing and Messaging Insight

 We work with you to develop powerful marketing messages and campaigns that highlight your fund’s unique strengths and capture the attention of key distribution partners and end investors.

Distribution Team Enablement

 The final element in our consulting suite and the hallmark behind Maverick's success is the workup to launch with a veteran field distribution team.  Our proprietary methods enable us efficiently build a go-to-market strategy that optimizes your investment and minimizes frustrations.