Challenge
Montcalm Capital was a start-up investment fund and they had zero marketing materials.
Solution
We defined their messaging and created all collateral:
- Key messaging: Montcalm is transforming the flow of capital to provide prosperity for all stakeholders. Today’s companies are actively solving our world’s most pressing environmental and social problems while investors are seeking ways to align their money with their values. We are healing the economy through investments that prioritize well-being, collaboration and regeneration in five sectors: clean energy, water, women, food and health.
- Overview brochure on the investment philosophy
- One page summary about the five investment sectors and fund
We developed a thought leadership strategy that included a digital strategy and designed an event and speaking strategy.
- Wrote CEO’s thought leadership piece, “How Market Instability and My Son’s Disability Led Me to Found a Different Kind of Financial Firm,” that garnered a high amount of interaction on LinkedIn
- Wrote piece for co-founder on the challenges of private equity for early stage companies: Why Early Stage Companies Don’t Eat Carrots
We oversaw the digital launch of their new fund for socially and environmentally responsible companies.
Result
Montcalm raised $2 million in capital for their initial offering.