Advisors Don't Recommend Funds They've Never Heard Of. We Fix That.
Alternative investment sponsors like interval funds, non-traded REITs, BDCs, and private real asset funds live or die by advisor adoption. But most advisors have never heard of you. We build the content and outreach programs that change that.
Guaranteed qualified conversations in 90 days, or we work for free.
Our TYpical client results
In new Assets Under Management
Average increase in investor contacts
Increase in investor conversations
Advisors Are the Gatekeeper. Most Fund Sponsors Treat Them Like an Afterthought.
The RIA channel controls trillions in client assets and is actively allocating more to alternatives than ever before. But advisor attention is finite, and it goes to the fund companies that show up consistently with content worth reading, not the ones that send a fact sheet and hope for the best.
Most interval fund and BDC sponsors have a distribution problem that looks like a marketing problem. They have a credible product, a legitimate track record, and a compliance team that won't let them say anything interesting. The result: generic content that advisors ignore, outreach that goes unanswered, and a fundraising pipeline that depends entirely on wholesaler relationships.
The Playbook Fixes This
Modern funds need a system, not a social media calendar. We build the strategy, content, and automation that take someone from scrolling past your name to booking a call with you.
It installs in 30 days and produces results in 90 days or we work for free.
You'll get:
- Investor Positioning: We clarify your messaging so it speaks directly to the right investors, attracting only qualified leads.
- Authority & Trust Assets: The compliant content, landing pages, and other credibility assets that investors trust and respond to.
- Engagement Engine & Network Growth: We create your engagement engine and proactively identify potential investors, add them to your network so they’re warmed up before any direct outreach.
- Investor Nurture: Launch targeted campaigns that engage with these prospects and generate high-intent investor conversations.
- Conversation Engine: Automate follow-up and scheduling to turn investor interest into booked calls while you focus on client work.
Layup's 100% Satisfaction Guarantee
It's simple: You'll get a steady stream of investor conversations in 90 days, or we'll work for free until you do.
Not convinced?
Numbers don't lie
Built for Alternative Investment Sponsors
Leveraging our deep experience in finance and asset management, Layup works exclusively with investment companies that need financial advisors as their primary distribution channel. If you've built a compelling product — an interval fund, non-traded REIT, BDC, private credit fund, or real assets strategy — but advisors don't know you exist yet, that's exactly the problem we solve.
- Alternative investment vehicles
- Interval fund sponsors
- Non-traded REIT and real estate fund companies
- Business development companies (BDCs)
- Private credit fund managers building wealth channel distribution
- Real asset and infrastructure fund sponsors
- Mutual fund and ETF companies adding alternatives to their lineup
Our clients are typically in growth mode: they have a strong track record but lack a consistent, scalable way to turn that trusted reputation into new relationships.
Our Services
Thought Leadership & Authority Content
We craft and distribute content that positions your firm as the obvious choice, not just a credible one. Written for investors, not algorithms.
Precision Lead Generation
We identify and warm best-fit investors — based on your own criteria — before they enter your pipeline. Introductions that arrive pre-qualified, not cold.
Trust & Insight Infrastructure
Your digital presence, rebuilt to reflect the caliber of your practice and what makes you truly unique, from the very first impression to meeting request.
Consistent Pipeline Delivery
A repeatable, long-term system for qualified conversations, not just a campaign or a marketing a sprint. A proven process you can rely on to deliver ROI quarter after quarter.
Investor Nurture & Relationship Building
Trust doesn't happen overnight. We keep your firm top of mind with the right content cadence so that when they're ready to move, you're already the answer.
Reporting & Pipeline Intelligence
Full visibility into what's working, which content is building authority, which prospects are warming, and what's driving conversations. No vanity metrics.
Increased Engagement Across All Platforms to Support AUM Growth
Client
iSelect Fund
Results
Increased AUM More Than 20x Over 5+ Years
Built a Growth Platform for an International Firm Expanding into North America
