Carcie Consulting is a marketing and investor relations consultancy, assisting investment managers
with their sales and marketing processes by creating and/or developing their marketing and client infrastructure.
The ways in which Carcie Consulting aims to add value to a firm is by implementing institutional-quality marketing infrastructure,
allowing a Head of Sales/Investor Relations to concentrate on raising assets, rather than dealing with client operations.
Carcie Rogers CMktr, FCIM founded Carcie Consulting in 2014 and has more than 25 years' experience and expertise
in the alternative investment industry, across both private funds and publicly listed companies, working with leading hedge fund,
private debt and real estate managers.
Carcie Consulting can assist in the following areas:
Create or develop your brand guidelines.
Design marketing materials and complete due diligence questionnaires
Design a suite of investor reporting.
Create templates, manage email distribution lists and organise annual investor days
Create a company website.
Establish a corporate LinkedIn and/or Twitter profile and develop a content strategy
Select and implement a CRM system
(or adapt one) to suit business needs.
Build a suite of management reporting
Implement an investor portal or dataroom for prospective and existing investors to access documentation.
Make introductions to or work with an
existing PR agency to assist with
branding, content and media coverage
For further information, please click on the link below:
Carcie Consulting Summary (pdf)
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