Matthias Knab, Opalesque for New Managers: Our Productivity Hack for Investment Managers & IR Teams email series (see the archive here) has been exceedingly well received-and the latest hack (#7 in this series) must have hit a nerve as we've registered another record number of forwards and shares.
Here's the issue:
Most investment managers' IR teams are drowning in repetitive tasks, while quality leads trickle in far too slowly. Your best IR person spends 60% of time updating spreadsheets, sending follow-up emails, and tracking downloads. Meanwhile, qualified prospects slip through the cracks because nobody has time to nurture them properly. But what if automation could fix both problems at once?
And no, this isn't about adding more dashboards or complexity.
In our latest post, we share a 3-step automation setup that's:
- Easy to implement
- Tailored to fundraising and investment managers
- Built to free up your team for what matters most-building relationships and closing deals
Read the full hack on our sister blog on Fundmanager.tools: Productivity Hack #7: Stop Doing Marketing. Start Automating It.
A productivity boost of over 500% in twelve weeks
Smart marketing automation can transform your fundraising operations from reactive busywork to proactive lead generation. We're talking about freeing up 8+ hours per week while ensuring every prospect gets timely, relevant follow-up.
"In just 12 weeks, we've seen clients boost their productivity by over 500% - all by automating the repetitive work that was quietly eating up their time. It's not magic, it's just smart marketing infrastructure finally doing the heavy lifting," says Paul Das from ProfundCom, who created a turnkey marketing automation solution that's actually build for investment managers and fund raising.
Having founded ProFundCom already in 2003 (the same year I started Opalesque), Paul and his team serve hedge funds, asset managers, private equity and wealth managers on a global basis.
He adds an invitation: "500% productivity gains aren't a fluke - they're the new standard for our clients. Book a free demo and discover how automation can deliver results you can measure in weeks, not months. And so, good automation doesn't replace your team; it sets them free to execute flawless marketing, communication and follow up processes. And that, ultimately, will show increased customer loyalty, improved fundraising, and greater satisfaction at work."
The key is starting simple: Start with one repetitive task (like follow-up emails), automate it using tools you likely already have, then let it run while you focus on what humans do best - building relationships and closing deals. And then move to the next task to automate.
Paul Das and his team at ProFundCom offer automated systems designed for the financial sector. You can request a free demo here.
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