Winning new AUM is the lifeblood of every manager and product. As former asset managers and ETF designers, we have won assets directly from institutions, financial advisors, qualified and accredited investors, and mass retail audiences. Today, we assist our clients in achieving the same results.
Investor acquisition is the key to success for Reg A+ and Reg D raises. E5A has supported raising an unparalleled amount of capital for a wide range of startups, entrepreneurs, and emerging growth companies. We are active members of this fast-growing ecosystem and committed to education and best practices.
From private equity firms raising funds to developers seeking to expand their circle of investors, E5A supported them. We have worked from multi-family to senior housing to industrial. We find that all of our successful raises involve a solid firm with an auditable track record, even if deal-to-deal, and a scalable and repeatable investment process.
We have made a measurable impact for clients in technology, publishing, consumer products, and professional services. The need to acquire customers efficiently at scale remains paramount. Our success in client (B2B) and customer (B2C) acquisition is broad and deep.