A quantitative equity advisory firm, engaged Set Loose to build a compelling digital presence and generate early traction for its new investment strategies. Their challenge was twofold: translate complex, data-driven investment concepts into digestible narratives, and establish credibility with DIY investors who were unfamiliar with the fund's quantitative strategies.

Challenge

At the time, the business faced:

• Minimal digital visibility across LinkedIn, X, Instagram, and WhatsApp.

• Limited community engagement, with only ~300 followers across platforms.

• Newly launched funds that required early investor validation.

• The need to communicate a complex investment framework (MAGIC) in a simple, relatable way.

Our Approach & Solution

Set Loose applied a research-led, multi-channel GTM strategy combining content, design, and community engagement:

• Strategic Campaigns: Launched the Goal Dil ka Ho, Investment Dimag ka campaign, linking investors’ real-life aspirations with rule-based investment strategies, creating a narrative that resonated emotionally and rationally.

• Explainer Assets: Produced a detailed explainer video for the MAGIC investment framework, making the methodology accessible and building credibility.

• Multi-channel Presence: Expanded and optimized social media profiles across LinkedIn, X, Instagram, and a WhatsApp channel, creating consistent touchpoints for investors.

• Content & Design Execution: Developed high-quality content, including thought-leadership posts, fund highlights, infographics, and videos that simplified complex concepts without diluting technical rigor.

• Community Building: Hosted webinars and facilitated forum discussions to engage potential investors, establish trust, and encourage adoption of new funds.

Results

• Social Media Growth: Achieved a 300% increase in followers, significantly amplifying FidelFolio’s visibility and brand recall.

• Early Market Validation: Secured 10 investments in newly launched funds within the first month, providing proof of concept and investor confidence.

• Engaged Community: Built an active community of 200+ participants through webinars and forum engagement, creating a platform for continuous interaction and feedback.

• Credibility & Awareness: Successfully communicated complex quantitative strategies in a clear, engaging manner, strengthening FidelFolio’s reputation as a thought leader in structured investing.