Challenges

Attracting investors to optimize their portfolio returns is an intricate endeavor, demanding not only trust but also strategic foresight in growth management. The Henge team specializes in pinpointing and ameliorating marketing challenges, conducting a meticulous competitive analysis aimed at high-net-worth individuals. This strategy significantly elevates the volume of qualified leads and presents investors with secure, exclusive opportunities. Challenges include acquiring accredited investors cost-effectively, scaling paid advertising and creative efforts, and devising funnel strategies that minimize lead costs while enhancing quality.

Tactics

Research: We've conducted ample amount of research on the business's values, competitors, and target audience to gain a better understanding of their brand and industry, planning the go to market strategy before implementing any actions. ‍‍ 

Targeting:
∙ Geo fencing
∙ Large list — look-a-likes
∙ Hyper-segmentation (1031/SDIRA)

Creative Production: 
∙ Advertorials
∙ User Generated Content (UGC)
∙ Static images
∙ Illustrations
∙ Motion Graphics
∙ 3D Modeling
∙ Video

Funnel developments:
∙ Ebooks
∙ Webinars
∙ Investor Fund
∙ Direct to Deal
∙ Instant Experience (Meta)
∙ Influencer Whitelisting

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Approach

1. Upgrading the brand’s online advertising presentation to scale our advertising efforts.

2. Advertising within a 60-75 day lead-to-investor gestation period, not allowing our team to have full-cycle acquisition data up-front.

3. Spending a $10-12M annual advertising budget across various paid media channels, and ensuring consistent quality lead generation from all channels.

Channels include: Meta, Google, Bing, YouTube, X, Reddit, Linkedin, and Taboola

4. Expanding lead generation efforts from accredited investor acquisition to acquiring tenants to lease properties.

5. Handling the entire creative direction for advertising, including managing other creative vendors for the organization.

6. Scaling in a hot-market where accredited investors were looking for safe investments to hedge inflation and escape market volatility.

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Core Results

1. 51% YOY investors acquired
2. 130% YOY advertising spend increase
3. <$10,000 cost per investor acquired
4. 10,000+ quality leads generated

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