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CHAPTER 7

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Premarketing and Marketing—Process, Tasks, and Priorities

In marketing, it is important to follow a systematic process. For experienced marketers, this process typically takes the form of a weekly task list.

The list includes tasks like:

1.   Seek updates from investment team about fund and markets.

2.   Respond to all requests from and promises made to LPs.

3.   Reassess the fundraising pipeline.

4.   Provide and receive subscriptions update from operations team.

5.   Prepare for upcoming due diligence visits.

6.   Share feedback, concerns, ...

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