Along with handling your media plan, Eve and our partners will do the media buying, creation, mockups and website design.
Through our partners, Eve has a full-service marketing team that can work within your budget. Along with consulting, we have the capabilities to assist with the execution of your plan. We will help you map out your entire plan – from investment strategy and investment vehicle to marketing, sales and budget. We have worked with RIAs interested in a variety of pursuits – from bringing out a publicly traded vehicle based on an existing strategy (ETF, CEF, BDC) to those looking for a way to structure their sales compensation given the new landscape of products.ĭoes it still make sense for a salesperson to get paid on gross sales within the ETF marketplace? Where do we have gaps in our product lineup? Should we be engaged in social media? How should we compensate our sales folks? These are questions our clients are continually asking, and these are the questions we help them answer. In today’s marketplace, product structure has become as important as the investment itself. Within our consulting activities, we work with financial firms of all sizes. Ideally our investments in that space are projects and products that can streamline and simplify financial markets. Naturally many of the opportunities we evaluate are in the financial space. If you were focused solely on startup opportunities, these later-stage opportunities would never receive consideration.
With thoughtful structuring, the private equity investor could receive a risk/return profile similar to those of a successful startup, and the entrepreneur can reduce their capital requirements while leveraging the strengths of their existing business. For instance, an established company in a mature or declining industry that launches a new product or enters a new market is not unlike a startup. That could lead to pitfalls and missed opportunities. We do not limit ourselves to partnering with companies that lie within a particular stage of the business life cycle. We strongly believe that alignment of interests between investors and entrepreneurs is critical however, we are not dogmatic about structure. Our preference is to make investments where the relationship is more like a partnership, where Eve’s expertise and capabilities, rather than just capital, can be leveraged. We look for ways to invest with entrepreneurs looking to grow and remain flexible on partnership structure. Eve generates investment ideas internally, but we are also constantly evaluating external opportunities.