Boutique platform Target boutique asset managers seeking outsourced field sales and marketing support, highlighting Multi-Funds’ niche emphasis on independent money managers to expand distribution channels and advisory reach.

SMB growth Position Multi-Funds as a scalable partner for small to mid-sized asset managers with $1M–$10M revenue, offering enterprise-grade marketing and key accounts services that unlock broader advisor access.

Tech enabled Leverage the current tech stack including The Trade Desk, Pardot, OpenAI, and AWS to demonstrate data-driven marketing, prospect intelligence, and efficiency gains in field sales campaigns.

Advisor reach Emphasize ability to extend independent managers’ reach to financial advisors through an dedicated field sales force, creating a compelling value proposition against larger incumbents.

Competitive positioning Highlight alignment with independent, boutique managers as a differentiator in a market dominated by large firms, offering personalized engagement, specialized product marketing, and flexible collaboration terms.