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To remember
- Private equity can scale digitally if the message is simple enough. Volume is achievable on a complex financial product, but only if the communication borrows from consumer fintech rather than traditional finance.
- Server-side tracking is not optional for financial campaigns. The infrastructure is complex to set up but necessary for measurement accuracy and algorithm performance over time.
- Webinars are an underused acquisition channel. They generated leads at a fraction of the CPL of standard campaigns while pre-qualifying and educating prospects before they even signed up.
Challenge
Proving scalable acquisition for a complex private equity product
Private equity firms don't do digital acquisitions. They rely on closed networks and personal relationships. Fundora needed to prove that a complex financial product could generate qualified leads at scale through paid channels, at a cost that made commercial sense. That meant finding which channels could actually scale, building a technical stack robust enough to measure everything properly, and creating content that made an intimidating asset class feel approachable.
Strategy
Multi-channel deployment, server-side tracking and fintech-inspired creative strategy
Four channels launched simultaneously. Meta ran across three objectives: awareness, lead generation, and retargeting. Google covered Search (generic and competitor queries), YouTube, and Performance Max to capture both intent and discovery. TikTok was brought in to reach a younger audience and test short native formats. X Ads was added as an exploratory channel with lower competition.
Technical infrastructure. Server-side tracking was deployed via SGtM and Stape.io To make measurement reliable and feed better data to ad algorithms. Meta, TikTok, and Google were all connected to this architecture. HubSpot was linked across all platforms for end-to-end tracking from first click to conversion. A centralized dashboard in Datapad and Looker Studio gave the team a real-time view of every campaign.
Creative strategy. Ad content was built by studying how leading fintechs — Robinhood, Revolut, Trade Republic, Clubfunding — communicate complex financial products to a broad audience. Creatives were segmented by awareness stage, with messaging adapted at each funnel level. A landing page was built to fintech standards: less text, more visual, faster to understand. Webinar campaigns were tested separately and produced CPLs between €4 and €5.80.
Weekly optimization. Underperforming Combinations were cut. Budget moved toward what was working. New creatives were added regularly to prevent fatigue.
Results
Validated digital scale with efficient CPL and clear growth levers
- 657 leads generated
- €20 average CPL
- 22 leads per day
The engagement validated that digital acquisition works for private equity and identified the next levers: creative optimization, scaling the best-performing channels, and expanding the webinar format.
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