Case Study: Petiole Asset Management | R17 Ventures

CLIENT REVIEW

"R17's understanding of the complexities of private markets really sets them apart from other agencies, not to mention the results that they achieve. Their CEO, Raphael Rohner, has led a personal touch on the project, offering a hands-on, can-do approach. We’re excited for what’s ahead."

Mathias Peter NiederhauserHead of Growth, Petiole Asset Management AG

Petiole Asset Management AG is a boutique asset manager with a global footprint and a track record of 19 years in sourcing high-value private market opportunities in partnership with top-tier asset managers. Following the launch of one of the most advanced direct-to-investor digital platforms for private equity, which features a highly advanced portfolio builder and online Know Your Customer (KYC), the team chose R17 as their performance partner to lead growth through investor and platform sign-up acquisition.

R17 Ventures increased lead generation for Petiole by implementing a two-pronged strategy that first educated potential investors on the value of private equity, then positioned Petiole as an optimal addition to their portfolios. In the first phase, we conducted extensive hook testing, examining over 30 variants to establish the most effective approaches, based on traffic and click-through rates. The second phase included a dynamic Reach/Frequency strategy tailored to the nurturing stage of leads, a seamless data exchange between CRM and advertising platforms to improve targeting, and weekly testing of new hooks and messages to refine investor appeal. The backbone of this approach was a data-driven methodology that involved simulating outcomes, analysing daily performance against forecasts, and integrating advanced tracking solutions that merged ad platform insights with first-party data. This data-driven approach allowed us to optimise the campaigns' effectiveness and efficiency in attracting our target audience of high net worth individuals.