Epic Games
Lifecycle marketing for Unreal Engine, Twinmotion & MetaHuman — global product marketing for the tools powering the metaverse.
Financial Services · Growth Marketing
The growth engine behind a revolution in private real estate investing.
Forte Investment Fund opens private real estate deals to investors on their own terms — you see the exact project, and you decide how much to invest. We built the email program that carries that story: the playbook, the founder-voice campaign and landing page, and the compliance-first infrastructure underneath it all.
The Opportunity
Where We Started & What We Delivered
Forte is a real estate private equity platform built for investors who were ready — but kept hitting the same wall: oversized minimum checks, stacks of paperwork, and a process that hasn’t changed in decades. On Forte, an investor sees the exact project before committing and decides how much to invest, from $1,000 to a substantial position. Its first offering is a ground-up, seven-unit development in Paterson, New Jersey.
A story like that deserves an inbox it can actually reach. And in 2026, that is harder than it has ever been: Gmail, Yahoo, and Microsoft now reject or junk email that fails to authenticate, and a fund raising under Regulation A carries disclosure obligations most senders never think about. Forte needed more than a campaign — it needed an email program built to those standards, in a voice that sounds like its founder, not a marketing department.
So we built the program end to end: the playbook that sets the fund’s email standards across the entire contact lifecycle, a re-engagement campaign and landing page written in the founder’s voice, the protected sending infrastructure cold outreach demands, and the tracking and nurture architecture that keeps working after the opt-in.
- Where we started
- With the standards. Before the first cold send, we documented how Forte sends email across the whole lifecycle — cold outreach on one track, opted-in nurture on the other — grounded in the authentication requirements inbox providers now enforce.
- The team
- Growth Strategist · Copywriter · Marketing Ops · in close collaboration with Forte’s Founder & CEO
- What we delivered
- A lifecycle email playbook; re-engagement campaign strategy and founder-voice copy; a brand-matched landing page designed, built, and published in HubSpot; dedicated cold-outreach sending infrastructure, fully separate from the fund’s primary domain; opt-in tracking and nurture architecture; and the analytics implementation underneath.
“Cold email in 2026 is an infrastructure problem before it’s a copy problem. We built Forte’s program in that order — authentication, warmup, and compliance first, then founder-voice copy that reads like one person writing to another. Because it is.”
Sarah AylwardPrincipal, Storyworthy
The Scope of Work
What We Built
We built Forte’s email growth engine across four connected workstreams — each designed so a regulated fund can reliably reach serious investors’ inboxes, and read like its founder when it gets there.
- 01
Lifecycle Email Playbook
The standard for how Forte sends email — from first cold touch to long-term retention. Two tracks split at the opt-in line, grounded in the authentication rules Gmail, Yahoo, and Microsoft now enforce, with warm-up plans and compliance checklists for every kind of send.
- 02
Re-Engagement Campaign & Landing Page
A founder-led campaign to re-open the conversation with investors who had explored Forte before. We wrote the landing page in the founder’s plainspoken voice, matched it to the official brand system — typography, palette, signature gradient — and designed, built, and published it in HubSpot, converting on a communications opt-in rather than a hard sell.
- 03
Cold Outbound Infrastructure
Dedicated sending domains kept fully separate from the fund’s primary domain, run on the playbook’s standard — SPF, DKIM, and DMARC authentication, mailbox-by-mailbox warmup, and conservative daily caps — so sender reputation is protected before the first real send ever goes out.
- 04
Tracking & Nurture Architecture
Every opt-in tagged at the source, with an architecture designed to reconcile investor status between HubSpot and the fund’s investment platform — self-updating segments that route contacts into nurture, and out again the moment they become investors. Analytics underneath so every step is measurable.
The Outcome
What Forte Has in Place Now
A compliance-first email program — standards, infrastructure, campaign, and nurture architecture — built to carry Forte from first cold touch to funded investor.
Rather than a one-off email blast, Forte now owns the system underneath: a documented sending standard the whole team can work from, a live landing page in its own voice and brand, protected sending infrastructure, and a nurture architecture that keeps working long after a campaign earns the opt-in.
How We Got There
- Documented the full email standard in a lifecycle playbook — cold outreach and opted-in journeys on separate tracks, each with its own format, domain, and compliance rules.
- Wrote and shipped the re-engagement landing page in the founder’s voice, rebuilt the brand lockup for the web from the official guidelines, and carried the required Regulation A disclosures verbatim.
- Stood up dedicated cold sending domains — isolating outreach risk from the fund’s primary domain entirely — with authentication and mailbox-level warmup as the program’s non-negotiable first step.
- Wired opt-in tracking at the form level and designed the investor-status reconciliation back into HubSpot, so segments update themselves as contacts move from opted-in to invested.
- Set conservative volume discipline across every mailbox — low, steady sending that protects deliverability instead of spending it.
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