"Pathways to Inclusive Leadership" was a virtual roundtable designed to promote Gratitude's Inclusive Capital Fund (a fund of funds investing in emerging managers) and generate LP interest and commitments. We chose guest speakers strategically, each one had deep networks of women investors and allocators who were targets for this fund.

Pre-Event:

• Segmented our invite lists in Affinity: existing and prospective LPs received personalized emails through Affinity's email CRM, broader ecosystem went through Mailchimp campaign

  • Email Campaign

• Ran a pre- and post-event LinkedIn content campaign to share key insights and takeaways

  • LinkedIn Post

• Coordinated with guest speakers (each connected to key networks: C-suite women, RIA advisors, female investors) to amplify the event through their channels

  • Speaker Promo Post

Post-Event:

• Each speaker reposted content to their networks, one speaker's org alone has 16K+ followers so impressions easily hit 5K+

• Post-event segmented email follows ups:

  • Prospective LPs received personalized emails from Principal with pitch deck + meeting invite

  • Existing investors in other products received a recap, recording, and invite to learn more about this product

  • Existing fund LPs received recap, recording, and invite to share more with network

  • General attendees received recap + recording

Metrics:

• Email open rate tracked in Affinity and Mailchimp

• LinkedIn engagement (averaged ~30 likes per speaker post, reached 5K+ impressions through partner amplification)

• Tagged every attendee in Affinity by LP/prospect status so we could track engagement and see who was most engaged with our work

• Tracked post event meetings, data rooms shared, and fund commitments

Results:
75 attendees, ~5 LP meetings booked, strong cross-network engagement, and CRM intel on which prospects were engaging with our work.

Announcing Rebekah Saul Butler as Managing Partner and Co-CEO was a major milestone for the firm. She brought a strong network of impact investors from her work at The Grove Foundation, and the announcement was designed to activate that network while signaling growth to existing and prospective LPs.

Start to Finish:

• Drafted press release and oversaw distribution

  • Press Release

• Wrote LinkedIn post to amplify news

  • Announcement Post

• Created segmented email announcements:

  • Current and prospective LPs across all Gratitude products

  • Impact Ecosystem

  • Portfolio founders

  • Ecosystem Email Campaign

• Created comms toolkit for key stakeholders to share through their networks

Amplification:

• Distributed toolkit to LPs, board members, partners, and portfolio founders

• Rebekah shared the announcement from her LinkedIn profile, activating her Grove Foundation network

• Multiple stakeholders reposted and engaged, extending reach across their networks

Metrics:

• Email open and click-through rates tracked across segments above benchmarks

• LinkedIn engagement: 123 likes, 30 comments, 9 reposts

• Inbound responses and meeting requests tracked in Affinity

• Tagged new contacts from Rebekah's network entering our pipeline

Results: Strong engagement across all segments, new LP conversations from Rebekah's Grove Foundation network, successful stakeholder amplification, expanded pipeline with high-quality contacts.