The Journey from In-House Fund Marketer to Placement Agent

Meet Stacy—a seasoned in-house fund marketer at the top of her game, yet yearning for more. For over a decade, Stacy has excelled as an internal marketer for several alternative investment managers, raising substantial capital and mastering the intricacies of the process.

Despite her success and solid income, Stacy is frustrated by her lack of visibility into the relationship between the amount of money she raises, the performance of her manager and her economics.   Further, she wants to engage with investors across a wider range of investment opportunities, have more control over her efforts and build her own brand. 

Longing to expand her horizons and directly influence her outcomes, Stacy is drawn to the idea of launching her own placement agent business.

However, the path to independence is strewn with challenges—finding a strategic broker-dealer with robust infrastructure, sourcing/onboarding clients, finding collaboration partners and ramping up a full tech stack. Each hurdle requires careful consideration and strategy.

Fortunately, Stacy finds Stonehaven.  She sees that the firm’s a vertically integrated capital market operating system (broker dealer infrastructure + technology + data) and collaboration network (origination + distribution synergies) can help her transition smoothly from employee to entrepreneur and then build a robust business.

Does Stacy’s story resonate with you? Whether you’re considering starting your entrepreneurial journey or already running a thriving business, reach out to us.  Let Stonehaven help you launch, build and scale your placement agent or investment banking business on our cutting-edge platform.