This case study is for alternative investment managers—particularly those who manage a specialized, differentiated, niche, or boutique strategy—who have a strong track record but limited visibility in the RIA and Family Office channel. If your strategy is sound but advisors don’t know your name, this is the playbook.

A STRONG STRATEGY, A QUIET STORY

Mount North Capital specializes in delivering consistent quarterly income to investors through asset-backed, short-duration real estate-secured investments. The firm’s proprietary data and technology are used to identify undervalued properties and acquire assets requiring complex workouts at deeply discounted prices—offering investors an alternative to lower-yielding, semi-liquid direct lending solutions, longer-dated, harder-to-exit private equity funds, or volatile REIT.

The strategy was sound. The performance was proven. But in the RIA world, no one knew who they were. Advisors are flooded with new funds, fact sheets, pitch decks, and performance claims every week. If they don’t immediately understand what you do, why it matters, and where it fits in a portfolio, the conversation ends before it starts.

Mount North wanted to enter the RIA channel. They had the investment substance, but they needed a partner who could help them tell their story, build the right materials, reach the right audience, and support RIAs through turnkey technology, reporting, and data integrations. That’s where EnduranceX came in.

THE STARTING POINT: A PODCAST THAT OPENED A BIGGER CONVERSATION

The relationship began with an invitation to a podcast. Mount North’s team appeared on ATLalts, hosted by Andres Sandate, FOUNDER and CEO of EnduranceX. The show focuses on educating advisors about alternative investments and giving emerging, boutique, specialist, and niche private markets managers a platform to tell their story. 

During the recording, something became clear: this was the first time Mount North’s founders had told their full story in a structured, advisor-friendly format. Not just the returns, but the origin of the firm, the reasoning behind the strategy, and the discipline that shapes how they deploy capital.

By the end of the conversation, it was clear this wasn’t just a podcast appearance. It was the beginning of a much larger opportunity.

THE REAL PROBLEM

As follow-up conversations unfolded, a pattern emerged. Mount North had deep expertise, but their materials were built for people already fluent in the space. RIAs needed something different: a story accompanied by key metrics that they could quickly understand, remember, and confidently explain to their own clients.

Too much detail too early slowed things down. Too little structure made differentiation harder. The challenge was not simplifying the story—it was organizing it around the questions advisors actually ask: What role does this play in a portfolio? How long is capital tied up? Where does risk live? Why is this meaningfully different from other private credit offerings?

WHAT WE BUILT

EnduranceX led the strategy and engaged a trusted marketing execution partner, Agora DX, to help implement the plan. Together, the team rebuilt Mount North’s narrative from the ground up, organized around how advisors evaluate opportunities in this space.

The deliverables included:

•  A focused website designed to communicate the strategy clearly and credibly

A CLEAR FACT SHEET

• A clean, scannable fact sheet with the metrics advisors need at a glance

•  A refined pitch deck reframed for the RIA audience

Professional video content designed to explain the strategy without overwhelming the viewer

And finally, a set of social assets pulled from the ATLalts podcast that highlighted the most compelling aspects of the fund.

Video Example

AUDIOGRAM EXAMPLE

Every asset pointed back to a single goal: make it easier for Mount North Capital to have productive, confident conversations with RIAs.

EDUCATION AND DISTRIBUTION

With the foundation in place, distribution became the focus. RIAs do their homework privately. They prefer education over promotion and tend to move at their own pace. Any outreach strategy that ignores this reality falls flat.

Using EnduranceX’s marketplace infrastructure and go-to-market solutions, the team launched a targeted campaign that introduced Mount North gradually—leading with clarity and fit rather than hype.

Turning interest into something investable

Momentum in the RIA channel is fragile. Interest alone does not close capital.

As conversations progressed, the EnduranceX marketplace helped ensure Mount North had the operational and platform connectivity needed to support advisors properly. Reporting systems, custodial considerations, and onboarding workflows were addressed so conversations did not stall at the finish line.

Marketing created awareness.

Infrastructure made it actionable.

THE RESULTS

The response was immediate and measurable:

2 Weeks From Campaign Launch to Meetings

$8M Initial Commitment from a Single RIA

$50M Potential Allocation Pipeline

Within two weeks of launching a targeted email campaign, multiple RIAs booked meetings with Mount North Capital. Questions became increasingly specific. One firm indicated they wanted to make an initial $8 million commitment, with the potential to increase their allocation to $50 million within the coming year. At one point, interest outpaced Mount North’s near-term capacity—a good problem to have.

“It’s been a great experience for us, and we look forward to working not only with EnduranceX for many years to come, but also with anybody that is interested and would like to reach out.”
—Brian Seidensticker, CEO & Co-Founder, Mount North Capital

TURNING INTEREST INTO SOMETHING INVESTABLE

Momentum is fragile in the RIA channel. Interest alone does not close capital. As conversations progressed, the EnduranceX marketplace helped ensure Mount North had the operational and platform connectivity needed to support advisors through to allocation.

Reporting systems, custodial considerations, and onboarding workflows were all addressed so that conversations didn’t stall at the finish line.

Marketing created awareness. Infrastructure made it actionable.

THE TAKEAWAY

By the end of the initial phase of the engagement, Mount North Capital had a clear, repeatable story built for RIAs; a professional content library they could reuse across conversations; and a proven path from first touch to serious allocation discussions.

Just as importantly, they gained a framework they could build on—not a one-off campaign.

This ongoing project demonstrates what happens when a robust investment strategy – even one that remains under the radar – is paired with disciplined storytelling, thoughtful distribution, and genuine operational readiness for the RIA channel.

Sometimes the difference between being overlooked and being taken seriously is simply telling the right story, the right way, to the right audience.

ABOUT ENDURANCEX

EnduranceX is an alternative investment marketplace that helps RIAs, Family Offices, and other accredited investors review and transact digitally with differentiated, specialized, niche, and emerging alternative managers through an integrated solution—combining marketplace presence, video-driven education, digital onboarding and subscription, ongoing reporting and custodial integrations, FINRA-regulated distribution, and more. We solve the multi-vendor, operational, technology, and compliance problems so advisors and managers can focus on what they do best.

ABOUT AGORA DX

Agora DX is a marketing execution partner specializing in bringing alternative investment strategies to life through brand development, content creation, and campaign execution for the advisor audience.

Ready to tell your story to the RIA channel?

www.endurancex.io or https://calendly.com/sandate/endurancex