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