Sales Process and Reporting

Fund sales strategies: we agree measurable and realistic sales strategies for the managers we represent and meet regularly to review progress. We also advise on other marketing activities, such as media relations and brand positioning.

Sales process: our rigorous sales process is backed by a solid platform, which includes a market-leading database system, pipeline reports on asset-flow projections and regular sales meetings using proprietary "heat maps".  Teamwork informs everything we do: internally this means that the sales process and data ownership is collective and resides with Harrington Cooper not with particular individuals within it; externally it means that we require the support and availability of our fund managers to maximise sales.

Reporting: we report progress whether it includes successes or failures - we always try to learn from both. Our thorough reporting distinguishes us from other third-party capital raising models. We want to be accountable for our activity. Our reports are always bespoke to our fund manager partner's requirements but may comprise written reports, pipeline reports, and regular strategy and review meetings.