Do you charge a monthly fee?
Direct answer
Engagement structures vary by scope. Many engagements include a recurring fee component to support ongoing infrastructure, optimization, and investor acquisition activity.
Expanded explanation
Engagement structures vary by scope, and many include a recurring fee component that supports ongoing infrastructure maintenance, optimization, and continuous investor acquisition activity beyond the initial build.
Why it matters
Investor acquisition is not a one-time project. Content needs updating, communication systems need refinement, and measurement needs ongoing attention as investor behavior and market conditions change. A recurring structure reflects the reality that capital formation infrastructure requires sustained investment to keep performing.
How it works in practice
The specific fee structure, including any recurring component, is confirmed during scoping based on the workstreams involved and the level of ongoing support required. Some engagements are weighted more heavily toward an initial build, while others place more emphasis on continuous optimization.
What it means for fund managers
You should expect the pricing conversation to reflect the actual work involved rather than a flat industry rate. Understanding whether your needs are front-loaded or ongoing helps set realistic expectations for both cost and the pace of results.