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What is Branding? It starts with your idea of what you want your company to be. It starts with your company name and domain, but includes the look, feel, colors, fonts, and themes that you consistently use every time you share written information or make a live presentation about your company. 

Download Our Investor Marketing Plan Template!

Whether you are starting out as a Syndicator or have a new Securities Offering you need to market to prospective investors, you should start with an Investor Marketing Plan.

Our easy-to-complete Investor Marketing Plan template will have you up and running in no time. It includes a 3-page outline with descriptions of what you should be including for each phase of your Investment Company’s marketing program. It’s delivered in Microsoft Word so that you can easily add your own content for each section.