Scaling a Modern Private Equity Brand
Manna Tree, based in Colorado, is a pioneering investment firm dedicated to improving human health and wellness through strategic investments in growth-stage companies across the health and wellness sectors. Their mission is to empower consumers to live better, longer lives through improved health and wellness.
Invstly Responsibilities
Fractional Chief Marketing Officer 2+ years
Hire and Manage Marketing Manager
Brand Refresh to evolve the look, feel and define brand voice
Build out marketing department and brand eco system
Championed cross-department engagement
Oversee Manna Tree branded client event experiences
Develop and support integrated marketing strategy aligned with partner vision + roadmap
Led strategic projects and initiatives for managing partners; CRM audit + transition, Investor ESG Reporting
Produced LP communications
Annual General Meeting, NYC 2023 - Investor Experience
“Manna Tree hired Invstly to help build out our initial marketing structure and strategy. The work helped to define how the brand attributes would link to the corporate business goals and most importantly resource the execution of the marketing plan. Through regular weekly meetings with Invstly, we were able to get traction in launching high quality events, digital communications, and a web site that exemplified our firms strategy. The ability to leverage their suite of vendors for execution not only saved us time, but also the added cost of working with unproven talent.”
