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PPC's 12-Week Alternative Investor Fundraising Campaign
    • Week 1
      • Review current marketing efforts.
      • Review marketing materials, website and sales pitch.
      • Design marketing campaign and define goals.
      • Develop market analysis from BHA database.
    • Week 2
      • Create global investor target list.
      • Train client on use of BHA MandateConnection platform.
      • Schedule and plan marketing trips.
    Assessment & Preparation
    • Week 3
      • Begin investor outreach.
      • Introduce client to investors in target list.
    • Week 4
      • During campaign, PPC account executive use MandateConnection to report on progress.
      • Clients use MandateConnection to monitor the campaign.
    • Week 5
      • During the campaign, PPC schedules 1 to 2 conference calls or meetings per week.
      • PPC account executives distribute marketing materials to investors when requested.
    • Week 6
      • PPC's service is limited to the initial introductions and scheduling of meetings.
      • PPC will not attend meetings or conference calls.
    • Week 7
      • PPC will schedule 2 marketing trips for the client during campaign period.
      • Using BHA data, PPC account executive schedule meetings for road show
    • Week 8
      • Review marketing trip.
      • Begin planning second trip.
    • Week 9
      • Review marketing trip.
      • Begin planning second trip.
    • Week 10
      • Regular weekly status calls are held between PPC and Client during campaign period.
    • Week 11
      • Preparation for final marketing trip.
    • Week 12
      • Final campaign summary and report.
      • Discussion of future plans.
    Investor Outreach