Words Plus Numbers

What Words Plus Numbers does

Words Plus Numbers, LLC is a privately held, founder-owned professional services firm that produces marketing communications for asset managers. Founded and led by Susan Kirshner, a former Head of Marketing at GCM Grosvenor (a firm with $50B+ in AUM), the company is positioned as a specialist outsourced marketing function for small and midsized alternative and traditional asset managers that lack in-house production capacity.

The firm operates a structured three-tier service offering — Assessments, Messaging & Visual Strategy, and Marketing Collateral — and produces a defined set of deliverables including pitch books, fact sheets, websites, investment cases, brand identity systems, brochures, and teasers. The technical footprint is conventional creative and content production rather than software; no platform, proprietary tooling, or technology stack is disclosed. A partnership with advertising compliance experts supports regulated content output for investment managers.

The business model is project-based professional services revenue, with approximately 27 named clients visible across the portfolio spanning hedge funds, ETF issuers, fund services providers, and family offices. The firm operates as an LLC under founder ownership; no external funding, headcount, geographic footprint, or revenue is disclosed in the available material.

Name

Words Plus Numbers

Legal name

Words Plus Numbers, LLC

Website

https://wordsplusnumbers.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Words Plus Numbers, LLC is a privately held professional services firm that produces marketing materials — pitch books, fact sheets, websites, and brand identity — for small and midsized alternative and traditional asset managers.

Ownership category

akta.pro rank

Product category

Financial Marketing Services

NAICS

Advertising, Public Relations, and Related Services (5418), Other Services Related to Advertising (541890)

SIC

Services-Advertising Agencies (7311), Services-Mailing, Reproduction, Commercial Art & Photography (7330), Miscellaneous Publishing (2741)

akta.pro primary industry

Naming & Verbal Identity (BPAFAEAB)

Keywords

• Asset management marketing
• Fund marketing materials
• Pitch book design
• Investment marketing services
• Alternative investment collateral

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Marketing Materials Development Services: Project-based professional services delivering marketing collateral for asset managers including pitch books, fact sheets, websites, and investment cases. Services are structured in tiers: assessments, messaging strategy and visual strategy, and marketing collateral production. Revenue is generated through professional services engagements with institutional asset management clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Words Plus Numbers develops professional marketing materials for small to midsized asset management firms. The company delivers institutional-quality pitch books, fact sheets, websites, investment cases, brochures, teasers, and brand identity work using a three-tier service approach (assessments, messaging and visual strategy, and collateral production). Deliverables are provided in PowerPoint, Word, and Excel so clients can update materials independently.

Product overview

Words Plus Numbers is a marketing materials firm for asset management firms offering a tiered service approach: Tier 1 (Assessments) evaluates existing materials using the 3 C's framework; Tier 2 (Messaging Strategy and Visual Strategy) develops foundational messaging and visual playbooks; and Tier 3 (Marketing Collateral) produces pitch books, fact sheets, websites, and investment cases. The company provides deliverables in PowerPoint, Word, and Excel formats and integrates content, creative design, and regulatory advertising compliance into all materials.

Differentiator

Problem solved

Functional benefit

Products and services

• Pitch Books High-impact pitch book materials for presenting investment strategies and opportunities to prospective limited partners, used by alternative and traditional asset managers in capital-raising.
• Fact Sheets and Fund Profiles Concise fund fact sheets and profiles providing key investment metrics and strategy summaries for prospective LPs and institutional investors.
• Websites Professional firm and fund websites for asset managers, including live-data website capabilities for fund reporting and investor relations.
• Investment Cases Detailed investment case materials presenting fund strategy, track record, and differentiation to institutional investors.
• Brochures Professional fund and service-line brochures for alternative and traditional asset managers.
• Teasers Investment teasers providing preliminary fund strategy overview for prospective investor outreach.
• Brand Identity Services Brand extension, brand identity creation, and refresh services for asset management firms seeking a differentiated visual presence.
• Messaging Strategy and Visual Strategy Foundational messaging playbook and visual strategy playbook development that prepares asset managers for the creation of marketing deliverables.
• Assessments (3 C's Framework) Evaluation of existing marketing materials using the 3 C's framework (Content, Creative, Compliance) to determine whether materials are ready for implementation or require further development.

Named customers27 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Advertising Compliance ExpertssupportStrategic or Co-development PartnerWords + Numbers partners with experts in regulatory compliance for advertising materials when clients require assistance with regulatory compliance for their marketing materials. This partnership ensures that all client deliverables meet industry regulatory standards, though the company does not provide legal advice itself.

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Sard Verbinnen & Co: Global strategic communications firm specializing in financial services and asset management. Comparable in serving institutional investors and asset managers, with a much broader M&A, crisis, and IR focus than Words Plus Numbers.
• Prosek Partners: Large independent financial services communications and marketing firm with deep asset management practice. Broader scale and broader service portfolio than Words Plus Numbers but directly comparable on asset management marketing, IR, and content services.
• Edelman Financial Communications & Capital Markets: Division of Edelman focused on financial services communications, including asset management, IR, and capital markets. Significantly broader and larger than Words Plus Numbers but operates in the same asset management marketing communications space.

Direct peers

• RF|Binder Partners: Integrated communications agency serving financial services, asset management, and energy clients. Comparable in its financial services marketing focus and capabilities across content, PR, and investor communications.
• Financial Profiles: Specialist financial services marketing communications firm focused on asset managers, mutual funds, and ETFs. Directly comparable in its niche focus on investment product marketing collateral, including fact sheets, websites, and pitch materials.
• Greentarget: B2B financial services public relations and marketing firm serving asset managers, financial institutions, and professional services firms. Comparable in target customer profile (institutional asset managers) and content/marketing collateral services.
• JConnelly: Financial services PR, marketing, and social media firm serving asset managers, hedge funds, and private equity firms. Comparable in its specialist focus on financial services marketing, content, and investor relations support.
• Caliber Corporate Advisers: Financial services PR and marketing firm serving asset managers, financial technology firms, and professional services companies. Comparable in its asset management client base and marketing collateral offerings, with overlapping pitch book and messaging strategy services.
• Peregrine Communications Group: Specialist financial services communications firm focused on asset managers, alternative investment firms, and financial institutions. Closely comparable in scope (pitch books, fund marketing collateral) and target market (small to midsized asset managers).
• BackBay Communications: Boston-based financial services marketing and communications firm serving asset managers, private equity firms, and fintechs. Most directly comparable to Words Plus Numbers in its asset-management-marketing focus, with similar pitch book, fact sheet, and fund launch support offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/wordsplusnumbers

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Words Plus Numbers