Our client, a newly launched alternative investment platform, set out to make commercial real estate opportunities accessible to accredited investors nationwide. While the brand and core technology were in place, one major hurdle remained: accredited investors are a notoriously difficult group to reach, let alone convert. Traditional marketing cycles would be too slow and too blunt to capture attention in such a competitive, high-trust category.
Lovely People embedded with the client to create a rapid, iterative go-to-market approach that removed friction and prioritized speed without sacrificing strategy.
- Affinity & behavior research: We quickly identified where accredited investors were spending their time digitally, their content habits and the triggers that influenced investment decisions.
- Message testing at speed: By running controlled iterations across channels, we uncovered which value propositions — such as proven track record, exclusivity and simplified access — resonated most strongly.
- Agile channel pivoting: Marketing spend was shifted dynamically toward platforms and formats that delivered the highest engagement and conversion.
- Data-driven optimization: Each iteration sharpened the targeting and creative, shortening the path from awareness to action.
- Within months (not years), the platform saw significant measurable growth, quickly scaling its base of accredited investors.
- The agile marketing model provided clear insights into investor motivations, enabling smarter long-term strategy.
- By removing friction in the go-to-market process, the client could expand faster and more efficiently than competitors locked in slower cycles.
When you’re targeting new and hard-to-reach audiences, speed and iteration are growth multipliers. With the right insights, agility and execution, what traditionally takes years can be achieved in no time at all.
