ColorJar's aim is to help Hedge Funds: -Substantially improve their overall positioning, messaging and digital presence to win new clients more easily -Understand and prepare for the opportunity created by the JOBS ACT legislation -Adopt seamless and scalable digital tools which provide value to their investors/LP's and reduce time funds spend on Investor Relations

2. TIME IS MONEY. SO WE WON’T WASTE YOURS.
The world has changed.
Hedge Funds can no longer ignore their online presence.
Today’s customers expect more. The JOBS Act is here.
And attracting customers online is a cost effective way to gain new investors.
At ColorJar, we see a major opportunity for Hedge Funds to Win Big through
superior brand positioning and a winning customer experience online.
The following slides highlight our research and
the ColorJar solution we’ve created to meet this opportunity.
9 out of 10 Hedge Fund managers we interviewed stated that
marketing their services and clearly differentiating their fund is a
significant challenge.
When asked if their online presence was helping to solve this problem,
the answer was a resounding “No.”

4. MYTH: WEBSITES DON’T MATTER TO HEDGE FUNDS
In financial terms, Hedge Fund websites reside three standard deviations
below the mean. Hedge Funds that upgrade their digital presence will win
new clients more easily and provide greater value to existing clients.
A quick audit of hedge-fund websites quickly reveals that the
opposite of branding seems to be de rigueur. The common aesthetic
is that of anti-branding: a static page with a bad logotype and
perhaps a brief descriptor…firms like hedge funds and private-equity
firms, are going to have to start thinking about their brands and
public perception. The firms that don’t will soon find themselves
bypassed by the competition, because consumers flock to brands—
regardless of the industry…This means that hedge funds should be
readily accessible online, with websites that actually contain real
information.
—Fast Company

5. THE CURRENT DIGITAL LANDSCAPE: “HELLO, YESTERDAY!”
We see a lack of positioning, messaging,
brand voice, and forward thinking.
While we don’t aim to pick on anyone, these
examples demonstrate the currently
ubiquitous & unimaginative industry standard.
*Side note: we really have no idea what rocks, streams,
brooks or ponds have to do with making money.

6. COLORJAR OVERHAULS: BEFORE & AFTER
Unattractive, lacks brand voice & identity
Beautiful, clearly defined brand & engaging site
Confusing, unsophisticated, and banal
Elegant with superior messaging & user experience

7. LIKE IT OR NOT, YOU ARE A BRAND
Like it or not, you are a brand, and your customers must be able to easily
understand What’s Remarkable About You. In today’s cluttered
marketplace, having a distinct voice and point of view matters more than
ever.
The benefits of branding to the
investment industry are obvious:
With consistent messaging, firms
can generate more demand,
increase name recognition, recruit
quality talent, and assume a
leadership position and voice in
the industry…
...in an accelerated financial world
with intense competition, it is not
enough that information be
available; it must also be
accessible. So if a hedge fund is
clearly defined, visible, and
consistent in its messaging, it will
have an advantage merely by
being seen and remembered.
—Fast Company
—Fast Company

8. FORWARD THINKING: THE JOBS ACT
While marketing has been ‘status quo’ for Hedge Funds, the recently
passed JOBS ACT is going to change that. The question for Hedge Funds
is not, “do we need to adapt?,” it is “how fast can we adapt?”
Advisors serving both the emerging wealth and high-net-worth
groups must adapt to digital tools.
—Future Wealth Report

9. FORWARD THINKING: THE JOBS ACT
Recently ratified legislation, The JOBS ACT allows Hedge Funds to
market themselves directly, repealing an 80-year-old ban on general
solicitation and advertising established by the SEC. General
solicitation must focus solely on accredited investors, and a “safe
harbor” standard will be adopted to help funds manage and verify an
investors’ accreditation.
There are a lot of people in the
hedge fund industry who are
excited about the fact that
hedge funds can now
advertise…the ability to reach
a wider audience will have a
much bigger impact.
—Barrons
If small funds take the lead by increasing
communications then investors should expect
the same from large funds in due time.
The new rules should allow funds to move
beyond the generic login pages and password
protected websites that many firms currently
have. Funds will finally be able to catch up with
the times by building robust websites that will
serve as an additional avenue to reach investors
by highlighting firm objectives, senior
management, investment strategies, funds'
performance, and news and events.
—Seeking Alpha

10. THE JOBS ACT MEANS
In spite of a four year bull market in equities, the financial crisis remains fresh
in many investors minds. Skepticism about the financial industry as a whole
remains. As such, fund managers must do all they can to be transparent
about their practices in order to garner trust—The JOBS ACT will make
transparency an industry standard. Embrace the change.
Consider This
In a study conducted by Bob
Garfield, Senior Editor of AdAge,
Garfield found that customers today
cite a company’s “Trustworthiness &
Transparency” as the most critical
decision making factor in where to
take their business; valuing it more
highly than “Product Quality &
Service.”
This represents a seismic shift in
customer behavior.
The JOBS ACT will help level the
playing field within the hedge fund
industry by giving investors greater
transparency. We will see many hedge
funds provide on their websites detailed
information on their organization,
investment team, investment process,
risk controls, performance and
information on service partners.
—Top Hedge Fund Trends for 2013

11. EVOLUTION IS NOT A CHOICE
The Digital World is survival of the fittest. Don’t risk becoming extinct.
The real digital evolution is not
occurring in the pages of Wired
Magazine or the sub-basement
of Apple; it is occurring with
your present and future
customers: tech-savvy Baby
Boomers & Millennials who live
on the web and expect a
superior digital experience.
This is not going to change.
Given the public’s generally low opinion of the
financial sector, many firms will prefer to remain
on the dusky edges of the marketplace. This may
prove to be fatal strategy, as the competition
starts hatching fresh brand initiatives.
—Fast Company
As such, Hedge Funds must
be able to clearly position their
offerings and upgrade their
digital presence to execute
go-to-market strategies, which
convert new leads into long
term investors, and provide
enduring value to existing LP’s.

13. THIS IS WHY YOU HIRE US
We’re online experts. And we know Hedge Funds.
We know how to make Hedge Funds succeed in the new digital age.
From brand voice to design and deployment, ColorJar delivers results.
• Brand positioning strategy
• Engaging Design & User Experience
• Custom Website and Technology Development
• ColorJar's Accredited Investor Qualifier Funnel
ensures all inbound online leads are accredited (ask us more).
This truly is the era of the “smart investor.” Clients want
to be in the driver’s seat and fully understand where their
money is going, as well as evaluate various financial
options. Advisors who realize this, and put the right
technology at their clients’ fingertips, will be the ones
who succeed in this changing client landscape.
—Kevin Crowe, SEI Advisor Network

15. STRATEGY PROCESS: Golden Purpose
What’s
your
posi.oning
hook?
Everything
we
do
starts
with
Golden
Purpose.
Big
insights
lead
to
big
impact.
Our
Golden
Purpose
methodology
ensures
every
tac:c
employed
–
design,
features,
user
experience,
messaging
–
will
be
cra@ed
in
alignment
with
the
defined
strategic
sweet
spot
we
help
you
define.
Beyond
the
website
or
app,
Golden
Purpose
has
tremendous
value
to
crea:ng
a
consistently
engaging
PR,
Marke:ng,
and
Communica:ons
as
well.

25. CASE STUDY: GOOGLE
CLIENT: GOOGLE
CHALLENGE
Google’s lifeblood is advertising but they needed a way to get better engagement from
banner ads. They had invented raw technology but needed help coming up with a
compelling real world application for the technology.
THE INSIGHT
Nobody wants to click a banner ad. However, if banner ads performed more like mini-
websites, and brought entertainment and utility to the banner ad, and this could be done
without leaving the website, it would be more likely that a user would engage. And once
they engaged, it would be more likely for them to click-through.
THE RESULT"
Google asked us to take their raw technology and come up with a concept for the
advertising industry that was “engaging and fun, but not a game.” We concepted, designed,
and developed a next-generation HTML5 banner ad for Google, using Dodge as an
example, that turns your mobile phone into a remote control for the banner ad on your
desktop, triggered by a QR code. Once triggered, swiping left and right rotates a car view
on its axis and swiping up and down changes the color of the car. Fun, engaging, but not a
game. Google is now shopping the rich media banner ad concept around to the largest ad
agencies in the world.