Mr. Davis brings a wealth of alternative investment expertise to bear in leading XAI’s distribution efforts in the interval fund and closed-end fund marketplace.

Rolling funds offer an innovative and flexible approach to private equity investment, providing benefits in continuous fundraising, steady capital deployment and greater investor flexibility...

Six key areas of investor relations outreach serve to empower investors with the knowledge and perspective they need understand and appreciate the performance of fund management.

Wove Investor, a one-stop client portal that enables investors to view account info across multiple custodians, and use self-service features to quickly complete simple tasks on their own, such as check balances across all investment accounts, on a single interface.

Our team, seasoned in the art and science of marketing within the financial sector, excels at this translation. We understand the nuances of alternative investments and how to distill this information into infographics and visuals that resonate.

“Aspen Partners is built to bring a fiduciary-centered approach to private markets by providing investors access to selectively chosen private managers."

Feeling overwhelmed by the compliance complexities of marketing your private placement offering? Marketing Intent specializes in helping alternative investment sponsors craft and execute marketing strategies that are not only compliant but also compelling...

This article provides an analysis of Rule 506 (c), focusing particularly on how it aids in solicitation, along with best practices for compliance and effective utilization.

If you’re ready to enhance your trust-building efforts and forge stronger relationships with advisors, reach out to Marketing Intent.