The AI field guide · Coming soon
Reusable instructions, worked examples and human edits for research, nurture sequences, creative testing and campaign reporting.
Coming soonA new chapter for Securities Marketing
Better marketing.Stronger investordemand.
A new home for investment-marketing playbooks and practical AI guides.
Start with the Securities Marketing Brief. Get practical insight now and be first to hear when the guides are released.
For fund managers & investment professionals
The experience
behind the insight
Pierre Bradshaw · Career-wide impact
300,000+
Investors driven to
alternative asset funds
$1.8B+
Investor capital helped
raise into alternatives
01 The upcoming guides
Good thinking.
Ready to put to work.
Practical playbooks for a clearer story, a stronger path to investors, and a more capable marketing team.
Give investors a reason to remember your fund.
Make your strategy, differentiation and evidence easier to understand.
Build a follow-up sequence worth opening.
Turn a resource request into a useful conversation, one investor question at a time.
Look past the cheapest lead.
Follow the journey from inquiry to investment. Understand what your marketing is actually producing.
02 25+ years in marketing
Pierre Bradshaw.
Founder, Securities Marketing · 25+ years in marketing
The playbook comes
from running it for decades.
For more than 25 years, Pierre has built marketing programs that make complex businesses and investment products clearer, more credible and easier to act on.
His work spans retail investor acquisition, fintech growth and the foundations of a public listing. Since Modiv, he has advised many of the top alternative investing platforms across real estate, energy, private credit, collectibles and more, as well as lending, banking and insurance businesses.
Selected operating chapters
RealtyMogul
Setting a direct-to-retail
standard.
One of the first large direct-to-retail real estate investment platforms, RealtyMogul brought alternative investing to a wider audience. Pierre brought more than 150,000 investors onto the platform and helped set marketing standards for the industry through large-scale, FINRA-compliant campaigns.
Modiv
Laying the groundwork
for a public listing.
Pierre helped lay the groundwork to take Modiv public. The online, non-traded REIT became the first direct-to-retail crowdfunded REIT to list on a stock exchange, in 2022.
The 2022 NYSE milestone
