Hedge Fund Business Plan Template [Updated 2024]

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VI. Marketing Plan

You can download our business plan template (including a full, customizable financial model) to your computer here.

The [Company Name] Brand

The [Company Name] brand will focus on the Company’s unique value proposition:

  • Results-focused hedge fund services, that minimize risks while ensuring maximum returns
  • Service built on long-term relationships
  • Thorough knowledge of our clients and their varying needs

Promotions Strategy

[Company Name] expects its target market to be high net worth individuals working and/or living within [metro area]. [The Company’s] promotions strategy to reach these individuals includes:

[Company name] will announce its launch several weeks in advance through publicity pieces in targeted newspapers and publications. Regular advertisements will run to maintain exposure to relevant markets.

Direct Mail
[Company Name] will blanket relevant demographics with direct mail pieces. These pieces will provide general information on [Company Name], and/or provide other enticements for people to use our services.

Online Marketing
[Company Name] will maintain a website and publish on-going reports on fund performance. It will invest resources in two forms of geographically-focused internet promotion—organic search engine optimization and pay-per-click advertising. The Company will develop its website in such a manner as to direct as much traffic from search engines as possible. Additionally, it will use highly-focused, specific keywords to draw traffic to its website.

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