Private capital case study: in-house growth leadership at a $1.7 billion private real estate investment firm. Web Worx Labs.

Case studiesPrivate Capital
A $1.7 billion private real estate investment firm
Our founder led growth in-house. Marketing stopped counting leads and started counting closed business.
  • Measurement and reporting
  • Repositioning
  • Website restructure
  • AI compliance tooling
  • Fund launch campaigns
A full room at an investor event
What they needed
Marketing was being measured on lead volume, and nobody could say what those leads were worth. One corporate website was trying to speak to individual investors, advisors and institutions in two countries at once. Every word had to pass securities regulation and legal review before it ran.
What we did
  • Set one definition of a qualified lead, and reporting that follows each lead through to closed business
  • Asked to be measured on conversion rather than volume, and ran the monthly review with the CEO and Head of Sales
  • Repositioned the firm from retail product messaging to institutional
  • Split one website into separate sites for each audience, and moved them without losing search traffic
  • Built an AI tool on the Claude API that pre-checks content against the rules before it reaches compliance
  • Led the campaigns behind new fund launches, including the move into the United States
The results
~3,000Qualified leads on flat spend
+35%Lead to meeting conversion
+45%Average deal size
  • Fewer, better leads, measured all the way to closed business
  • A shorter approval cycle, with the most common round of compliance back-and-forth removed
  • Everything published in English and French, through securities and legal review
An investor event
An investor event
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