Always Be Fundraising

Private Wealth

Access Course

As private markets expand beyond institutions, private wealth has become an increasingly important, and structurally different, source of capital.

Always Be Fundraising: Private Wealth explores how private fund managers are adapting their products, narratives, and fundraising strategies to meet the needs of advisors and private wealth clients, without losing institutional discipline.

In this mini-course, we examine the evolution of private markets offerings for private wealth, the factors driving increased adoption, and the implications for fundraising teams as semi-liquid and evergreen structures become more prevalent.

Course Overview

Featuring:

Jon Hays
Head of Wealth Coverage at Investcorp’s Strategic Capital Group

Translating Your Institutional Pitch

Featuring:

Phil Huber
Head of Portfolio Solutions at Cliffwater

The Growing Breadth of Offerings (coming soon)

Coming soon

Jon Hays Investcorp
Phil Huber

What our community is saying about our courses

  • Deepa Balji

    “I’ve completed the Always Be Fundraising course. My biggest takeaway; IR isn’t just about fundraising. It’s about trust-raising. IR is the longest game in finance.”

    Deepa Balji, Marketing Director, B Capital

  • Allison Kanter Quote

    “I am starting to do the Always Be Fundraising course and just want to say this is incredibly intriguing!”

    Allison Kanter, K Street Capital

On-Demand Courses

Learn from top investor relations and marketing pros. Start with Always Be Fundraising, your full-cycle playbook.

Templates & Playbooks

Pitch decks, checklists, and other artifacts you need to stop starting from scratch.

Peer-Powered Directories

Industry events, marketing & IR tech, and agency directories — all reviewed and ranked by the community.

Monthly Coffee Chats

Get matched with a peer for a 15-minute chat. Share ideas, challenges, and strategies.

Slack Community

Join private conversations with IR and marketing pros from across the private markets.

More Than a Course

When you sign up for Always Be Fundraising, you’re not just taking a course, you’re gaining access to Private Equity Marketeer, the only community built exclusively for brand builders and capital raisers in the private markets.

Your enrollment unlocks a full suite of resources designed to help you stay sharp, stay connected, and stay ahead:

Join Community
  • Andrew Darcovich

    "If you're serious about mastering the art of marketing and IR in PE, this is the community to be in. It's a game-changer and the insights garnered are unmatched."

    Andrew Darcovich, Head of Investor Relations, Alpha Edison

  • Lauren Sharman

    "Private Equity Marketeer is a high-caliber community where brand builders and capital raisers come together to share insights, strategies, and tools tailored to the unique challenges of this big niche. Count me in!"

    Lauren Sharman, Chief Marketing Officer, Scottish Equity Partners

  • Supriya Agarwal

    “Communities are the metaphorical 'dark web' in marketing. Think connections, collaboration, peer learning, insights and feedback in multiple areas such as content, advertising, email marketing, events and tech stack. Whether you are new to private markets marketing or an experienced professional, Private Equity Marketeer has something for you!”

    Supriya Agarwal, Director of Marketing, SOSV