Steps to Marketing An Investment Fund

Marketing an investment fund or securities in general is a unique endeavor. It’s not the same as marketing a small business or fundraising for a nonprofit. There are unique steps and specific compliance issues you have to keep in mind.

The following article gives you a nice overview of key activities occurring during each stage of the campaign.

During the First Launch phase, a particularly important period, all the concept design and investor targeting takes place. First Launch activities include:

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