Systematic
& Data-Driven
Investor Acquisition
Real investment experience, proprietary data, and precision targeting combined to change how asset managers gather AUM and companies raise capital.
Qualified/Accredited- Retail
- Advisors
- Institutions
A Systematic Approach
Precision beats effort. The right message, at the right time, in the right context is the difference between a campaign that converts and one that doesn’t.
That precision starts with proprietary data. Deploying it, analyzing results, and optimizing it turns a prospect’s journey from guesswork into a proven process that benefits issuers and investors alike.
Our Proprietary Data Advantage
E5A constantly works on building a proprietary investor datasets, which we continue to expand weekly.
We segment our data by investor type, profession, behavior, demographics, and specialty markers such as propensity to invest in private deals, self-directed investing, and allocations to ETFs.
We also license advisor and institutional data/datasets, and build custom ones tailored to each client’s niche or industry, always adding to what we already have in service of their specific goals.
This powerful targeting saves time, cuts wasted ad spend, and lowers our clients’ cost to acquire new capital or AUM.
Process, Process, Process
Every campaign starts with a messaging framework set during our onboarding workshop, with a positioning that we carry through every touchpoint of a campaign.
From there, consistent cross-channel communication, real-time reporting keep every stakeholder working from the same information at every stage. This consistency gives the E5A team a clear foundation to optimize against, enabling statistically significant data-driven decisions.
A process this disciplined doesn’t just run campaigns. It compounds results.
Our Focus
Asset Management
Winning new AUM is the lifeblood of every manager and product. As former asset managers and ETF designers, we have won assets directly from institutions, financial advisors, and retail investors.
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Real Estate
Hard assets that can deliver yield and growth are highly sought after by every level of investor. We have raised capital across almost all types of CRE, residential, and mortgaged-back offerings.
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Raising Capital
“Investor acquisition” is the key to success for Reg A+ and Reg D raises. E5A coined that phrase having supported raising an unparalleled amount of capital.
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About
E5A Integrated Marketing is an investor acquisition firm that leverages data science, strategic creative, and precision programmatic media to change the way capital and AUM are raised.
Our approach is quantitative by design: data teaches us what messaging and media are working, we then optimize relentlessly until results compound.
We focus on capital and AUM raised, not brand awareness for its own sake. And we do it with the knowledge and experience of hundreds of successful IPOs, investment-industry tenure; a former multifactor model CIO and ETF designer who has managed billions and understands the challenges and capital markets from the inside.
Behind every campaign is a team of specialists: media strategists, creatives, data scientists, and technologists with deep expertise in their fields.
Investment rigor sets the brief. Agency expertise delivers it.
News + Media
Most Popular Articles
Institutional-grade insights from a field expert and our founder and CEO, Andrew Corn.
Trust, Not Capital, Limits ETF Growth
Despite thousands of ETFs vying for attention, most struggle to reach scale because they fail to build credibility with advisors and investors before launch.
Real estate isn’t an alternative—it’s a core investment
In 2020, the global real estate market had a value of more than $326 trillion, which is more than the value of all the stocks and bonds in the world.
Public Offerings of Private Securities
That distinction between public and private markets has been steadily eroding.
Contact Us
To learn more about our firm, contact Andrew Corn at: