Unit I: Establishing the Firm's Framework

Unit I: Establishing the Firm’s Framework: An Analytical Review of Team, Offering, Brand & Capital Commitment

Managers who are passionate and articulate can tell a great story. Too often, passion wins over process; the firm and its resources are willing to go to market with something that is not quite right. The pre-launch puzzle is about putting the firm first, ensuring the firm has the right framework in place before getting on the road. Establishing the Firm’s Framework is the first and most fundamental of the 12 units in the series, providing organizations with the opportunity to complete a full analytical review of their team, offering(s), brand and capital commitment. Whether firms are well entrenched in the market but seeking additional institutional AUM, interested in pursuing a new channel and/or product structure, or generally new to institutional marketing, this unit will provide a baseline for institutional positioning. Firms completing this unit will:

• Take a step back to avoid costly mistakes.
• Take the time to fully vet the firm’s institutional profile.
• Complete the framework puzzle analysis of team, offering, brand and capital commitment.
• Understand the typical growth path of manager AUM.
• Confirm a game plan for framework enhancements.

The Noble Ark Ventures Curriculum Series was developed to provide organizations with an interactive framework for defining their organizational infrastructure, offerings, marketing and sales plan. Each component includes both an audio recording and workbook which can be completed by individuals, or teams, seeking additional insight and a structural development framework. Organizations are encouraged to complete each unit in the series in the order provided below, and to allot the necessary time and resources to full organizational review, integration and commitment. As there are 12 units in the series, firms are encouraged to consider implementing one unit per month, however expedited completion and the incorporation of a facilitator are possible to enhance the timeline. To learn more about the curriculum series, contact us at [email protected].