75%
Reduction in Material Preparation Time
2x
Increase in Client Engagement
5x
Increase in Tailored Content Creation
About Ellora Partners
Ellora Partners is an independent capital-markets advisory boutique delivering corporate finance, fund-raising, distribution and execution services to listed investment companies and alternative asset managers. Recognised for originating the highest number of successful IPO launches in the London listed-funds market since 2015 and for raising more than £11 billion in aggregate for clients, the firm advises across equity, debt and real-asset strategies.
Founded In: 2019
Employees: 10
Headquarters: London, United Kingdom
Challenge
Acting as outsourced sales and distribution teams for their clients, Ellora's mandate required constant content creation: research decks, prospectuses, and market briefings - all manually produced by their core team. This content bottleneck prevented focus on strategic advisory work, their highest-value service.
Yet beyond producing materials, Ellora needed to understand what actually converts - which messaging resonates with institutional investors and how to position each fund for maximum appeal.
To maintain their market-leading position, Ellora required an intelligence system that could automate research production while creating materials that truly engage and convert prospects into committed investors.
Solution
Institutional investors receive hundreds of fund prospectuses annually, yet commit to fewer than a handful of opportunities. The difference between success and failure isn't just performance - it's understanding investor preferences at the precise moment of decision.
For Ellora, this meant solving two interconnected problems: producing the volume of materials their mandate required while ensuring each piece resonated with its intended audience. Previously, this level of customisation was impossible to achieve at scale.
To address these content and intelligence challenges, Ellora partnered with Zeed:
Specialised Data Processing for London Listed-Funds
Zeed ingests data feeds specific to London's investment trust ecosystem - LSE regulatory filings, trust performance metrics, discount/premium analysis, and sector rotation patterns. This creates a comprehensive intelligence foundation that understands the unique dynamics of closed-end funds and investment trusts operating in the London market.
Personalised Insight Generation
The platform surfaces actionable insights tailored to each investor segment, automatically identifying opportunities like narrowing discounts, manager changes, or sector reallocations. Beyond market intelligence, Zeed analyses competitive positioning to recommend optimal fund positioning strategies and timing advantages. These insights are packaged ready for immediate leverage in client conversations.
Branded Institutional Materials Creation
From insights to final materials, Zeed produces research decks, prospectuses, and briefings in Ellora's brand format while maintaining institutional-grade quality. The system optimises content for client engagement, learning which formats and messaging approaches drive investor interest.
Result
Zeed transformed Ellora's sales and distribution capabilities, reducing material preparation time by 75% and unlocking 100 additional hours monthly for relationship building. The personalised content approach delivered 2x higher client engagement rates, as materials now speak directly to each investor segment's decision-making criteria.
This time liberation enabled Ellora's team to shift from 'content creators' to strategic advisors, focusing on conversations that convert prospects into committed capital. The combination of intelligent automation and personalised engagement reinforced Ellora's market-leading position in London's competitive fund distribution landscape.
Our materials now speak directly to what investors care about and the engagement difference is remarkable. We can now focus more time on strategic discussions knowing our content is taken care of.
