Marketing materials are updated and the marketing process repeated at the end of every reporting period, so it makes sense to have a simple, high quality set of presentation materials that can easily be updated, confirmed, and reported. HedgeOps, LLC has just such a template honed from real-world use.
  • Introductory marketing presentation, fund product sheets, monthly or periodic performance updates, comprehensive analysis one-sheet, and hypothetical investment return are all part of the well-designed marketing package.
  • Well-designed templates for all marketing materials produced on a regular basis insure a consistent corporate presentation and efficient use of time.
  • Internet-based and traditional hedge fund marketing directories provide efficient access to qualified investors after a track record is established.
  • Mailing list and marketing contact data management is mandatory both for internal marketing success and for tracking the performance of and the fees due to TPMs.
  • Third party marketer negotiations, contracting, compensation, and record-keeping are key to avoiding pitfalls such as exclusive agreements and excessive travel and entertainment expenses.


9107 Ivey Hill Court, Orlando, FL 32819 phone: 407.340.1239 fax: 407.843.3778 e-mail: info@hedgeops.com