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ARTICLE · 30 SEPTEMBER 2020

The Investor Journey And Why It Matters (Part 1)

Imagine you are a prospective LP considering an allocation into your strategy bucket. Would you like what you saw when you came across your fund? Not just the first impression – but the entire experience?

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Imagine you are a prospective LP considering an allocation into your strategy bucket. Would you like what you saw when you came across your fund? Not just the first impression – but the entire experience?

Of course, it's easy to say, "yes." If you didn't believe that you had a highly compelling offering, you probably shouldn't be in business. But the question goes deeper than that – how easy are you making it for investors to quickly evaluate your value proposition and recognise why it should matter to them?

In this first article in a two-part series exploring the investor journey, we explore what the journey entails, why it matters, and how to measure it.

The idea of mapping out the route a prospect takes from having a need to, ultimately, buying a product or service is not new. The concept of the "Client Journey" is the topic of numerous publications in the worlds of B2C and, increasingly B2C marketing. It is typically segmented into stages to help visualise

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