Case Study:TEN Capital Network – Orchestrating High-Engagement Onboardingfor Exclusive Family Offices

Company: TEN Capital Network

Industry: Investment & Venture Capital (Focus: Family Offices)

Campaign Focus: Exclusive Family Office Welcome, Engagement, and Seamless Onboarding

The Challenge: Nurturing New, High-Value Relationships in a Confidential Investment

Ecosystem TEN Capital Network attracts new family offices seeking to access pre-vetted

investment opportunities and scale their portfolios. The critical challenge was to create an exclusive, compelling, and efficient welcome experience that not only introduced these high-value entities to TEN Capital Network's unique offerings but also seamlessly transitioned them into ongoing engagement with the platform's weekly newsletter and deal flow opportunities. The objective was to build immediate trust, demonstrate value (including privacy and curated access), and establish the network as a trusted partner for an audience accustomed to bespoke, high-touch interactions.

Our Strategic Approach: A Bespoke Welcome Journey for Elite Investors We engineered an 11-email automated welcome campaign specifically designed for new family offices, prioritizing deep engagement, clear value communication, and a clear path to continuous interaction.

Exclusive Audience Focus: The campaign was meticulously tailored for a new list of

family offices, ensuring content relevance and a premium experience for this highly

sought-after segment within the investment landscape.

Structured Onboarding Sequence: The 11 emails were strategically deployed with a

frequency of one email every four days, providing a consistent yet unhurried

introduction to TEN Capital Network's exclusive world.

Diverse Content Strategy for Engagement & Nurturing: Each email adopted a clean,

newsletter-style format with engaging photos, consistent with brand aesthetics. The

content varied strategically to achieve different goals, as exemplified in the initial

welcome email:

Personalized Welcome & Value Proposition (Email 1 Example): The first

email, "Welcome to TEN Capital," immediately established the privileged circle of

investment opportunities. It outlined key benefits like pre-vetted investments,

direct entry into a world of curated startups, transparency and control, and

opportunities to network with peers. It encouraged customization via an

"investment preference survey" and highlighted the no-cost membership.

Brand Building & Information (No Direct CTA): Emails included content such

as a personal letter from the CEO and detailed breakdowns of TEN Capital Network's operational structure and client testimonials. These were designed for brand immersion and relationship building, intentionally without direct clickable links, fostering a deeper understanding of TEN Capital's ethos and commitment to privacy and exclusivity.

Action-Oriented Engagement: Other emails included clear calls-to-action for direct interaction:

■ Email 3: Featured a video link and a VIP button to join exclusive TEN Capital Network events.

■ Email 4: Highlighted specific deal flow opportunities and again invited participation in events.

■ Email 8: Contained a survey designed to gather crucial "deal flow

insights" and understand "what they're looking for in investment," informing future content and service tailoring.

The Results: Exceptional Engagement and Seamless Transition This meticulously crafted welcome campaign yielded outstanding results, demonstrating highly effective engagement with a premium audience:

Exceptional Open Rates: The campaign achieved an average open rate of 40%

across all 11 emails, with the initial welcome email boasting an impressive 59% open

rate. This significantly surpasses industry benchmarks and highlights the compelling

nature of the subject lines, the high relevance of the content, and the quality of the family office audience.

High-Value Onboarding Success: The campaign successfully transitioned 64 out of

81 (approximately 79%) of the new family offices to TEN Capital Network's ongoing

weekly newsletter and deal flow email lists, demonstrating a highly effective onboarding

and nurturing pipeline.

Strategic Click-Throughs: While some emails prioritized informational delivery, others

successfully drove engagement: Emails featuring video links, VIP event invitations, and deal flow insights achieved click rates of 2-3%, effectively directing interested family offices to high-value interactions.

The survey in Email 8 garnered clicks, providing actionable insights into the

specific investment preferences of this exclusive audience.

Enhanced Brand Presence: The consistent delivery of valuable and relevant content,

from initial welcome messages outlining curated opportunities to educational sessions

(like "How to invest in a life science startup") and expert insights ("The Benefits of a

Family Office"), positioned TEN Capital Network as an authoritative and client-centric

partner within the investor community.

My Role: As Marketing Manager, I orchestrated the complete strategy and execution of this email campaign. My responsibilities included conceptualizing the email sequence, defining content themes, content development and copywriting, managing email deployment, analyzing performance metrics, and ensuring seamless integration with broader company objectives for family office engagement.Conclusion: This Family Office Welcome Campaign for TEN Capital Network stands as a testament to the power of a highly tailored, data-driven email strategy when engaging exclusive,

high-value audiences. By combining strategic content (including a personalized CEO message, insights into pre-vetted deals, and educational resources), consistent pacing, and intentional calls-to-action (or lack thereof), TEN Capital Network successfully built immediate rapport, provided critical information, and seamlessly onboarded a significant percentage of new family offices into its ongoing communication streams, solidifying its relationships within this elite investor network.