Meredith A. Jones, ESG Expertise

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Call Me Maybe

www.someecards.com

Dialing for dollars. It was all so much easier before Caller ID. 

Now money managers have to wonder "Have I called too much?" and "Is now a good time to talk?" and "Is this investor ever going to pick up the damn phone?"

While investors fret "Will this fund manager ever stop calling me?" and "Sacramento...who do I know in Sacramento?" and "If I let it go to voice mail one more time, does that make me a bad person?"

To help investors and managers navigate the tricky capital raising call landscape, I've created the following decision trees to help fund managers know when it's ok to call, and when investors should (and shouldn't) pick up.

Happy smiling and dialing! And may the odds be ever in your favor!

(c) 2017 MJ Alternative Investment Research

(c) 2017 MJ Alternative Investment Research