Market Niche Target the firm as a boutique investment management firm with a focus on discretionary portfolio management for private funds and IP licensing for index-related products. Use tailored outreach highlighting nimble decision-making, bespoke client solutions, and potential partnerships around index construction and sponsorship.

Executive Access Engage with senior leadership, notably Professor Roger Ibbotson and John Holmgren Jr., to discuss strategic collaborations, co-branded research, and potential advisory or co-investment opportunities that leverage their industry stature and experience.

AUM Growth Leverage reported revenue scale (mid seven-figure range) and existing long history since 2001 to position Zebra Capital as a growing, value-aligned partner for fund managers seeking discretionary strategies or private fund administration enhancements and related services.

Tech & Compliance Offer solutions that align with their technology footprint (WordPress, analytics, compliance cookies) and SEC exemption status by proposing modernization of investor portals, reporting automation, and compliant data rooms to streamline client onboarding and regulatory reporting.

Portfolio Footprint Identify cross-sell or co-investment opportunities based on their past stakes in Digital Media Solutions, Equity Bancshares, Brightcove, Champions Oncology, Lumber Liquidators, and international bets like Bianlifeng, framing services around due diligence, risk analytics, and bespoke index-based products to support their private fund activities.