Manna Tree Partners
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CASE STUDY PRIVATE EQUITY
Elevating a growth equity firm to a global stage.
We joined Manna Tree Partners as their fractional CMO to align brand, LP communications, and execution with the sophistication of their growth equity thesis, supporting a successful $303M Fund II close.
Manna Tree Partners is a Colorado-based pioneering investment firm dedicated to improving human health and wellness through strategic investments in growth-stage companies across the health and wellness sectors. Their mission: empower consumers to live better, longer lives.
When Manna Tree engaged us, their mission and investment thesis were not yet matched by their brand, LP communications, or marketing infrastructure. With Fund II on the horizon and no in-house marketing team, they needed a partner who could lead the full marketing function.
We came on as their fractional CMO and built the brand, messaging architecture, LP experience, and execution engine that ultimately supported a successful $303M Fund II close on a global and national stage.
A sophisticated investment thesis that communications had not yet caught up with.
Manna Tree’s thesis is ambitious: back growth-stage health and wellness companies to help consumers live better, longer lives. But the firm’s brand, LP communications, and marketing infrastructure had not yet evolved to match the sophistication of that thesis or the sophistication of the LP audience it needed to reach.
With Fund II on the horizon and no in-house marketing team, the founders needed a partner who could lead the entire marketing function end to end, from brand strategy through LP experience and execution.
A fractional CMO engagement built for a global fundraise.
Brand narrative and positioning
Rebuilt the core narrative around Manna Tree's health and wellness thesis so the firm's mission matched how the partners actually invest.
Visual identity refresh
Modernized the visual system, typography, and photographic direction to reflect a global growth equity firm with Colorado roots.
Investor communications suite
Rebuilt pitch decks, one-pagers, and LP materials so every touchpoint carried the same tightened narrative and data story.
Content and thought leadership
Developed a cross-channel content engine, giving the partners a consistent voice on the themes driving the Manna Tree thesis.
Fund II launch campaign
Built the launch program that supported Fund II closing successfully at $303M, with coordinated press, digital, and investor outreach.
Fund close, global stage, and a brand built for scale.
During the Invstly engagement, Manna Tree closed Fund II at $303M, expanded their LP experience on a global and national stage through annual general meetings, stood up an internal marketing function, and built out a cross-functional content strategy across earned, owned, and paid media.
- →$303M Fund II closed successfully with refreshed investor materials and a clear narrative of Manna Tree's thesis.
- →Brand, positioning, and voice aligned to how the partners actually think and invest, resolving the mission mismatch.
- →Communications infrastructure rebuilt across deck, website, and collateral so every LP touchpoint carried the same tightened story.
- →Manna Tree established on a global stage as a recognized name in health and wellness growth equity.
Manna Tree hired Invstly to help build out our initial marketing structure and strategy. The work helped define how our brand attributes linked to corporate business goals and resourced execution of the marketing plan. We got traction launching high quality events, digital communications, and a website that exemplified our firm strategy.
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