Boutique focus Target asset managers seeking outsourced field sales and marketing support to expand distribution to financial advisors, emphasizing Multi-Funds’ specialization in boutique, independent money managers.

Scale opportunity Prospects include smaller to mid-size asset managers with revenue in the low to mid billions and thousands of employees at larger peers; highlight how Multi-Funds complements limited internal teams with external sales force.

Tech leverage Position services around its tech stack (The Trade Desk, LinkedIn Insight Tag, Pardot, OpenAI) to deliver data-driven, targeted advisor campaigns and measurable ROAS for client funds.

Market access Offer access to an independent field sales network that can accelerate product adoption among financial advisors, addressing a common channel gap for boutique managers trying to reach broader AUM growth.

Competitive edge Emphasize cost-effective scaling and faster cadence for client marketing efforts in a competitive landscape with large incumbents, appealing to firms seeking nimble, outsourced distribution capabilities.