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  • The brief
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  • This week · 6
  • This quarter · 9
  • Big bets · 3
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Generated Oct 26, 2026
  1. Programmable
  2. Playbooks
  3. Hanover Park
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growth playbook · Oct 26, 2026

hanoverpark.com (opens in a new tab)

Hanover Park growth playbook

Diagnosis

Hanover Park has grown to over $40 billion under administration in about a year, with inbound demand its sales team cannot keep up with. It is now hiring its first marketing lead for brand, events and growth, a founding AE, a deployment strategist and business operations.

The website is fast but hard to find and thin on proof: every product page is titled just "Hanover Park", the AUA figure disagrees across pages, and strong customer results sit in one-minute blog posts.

This playbook fixes titles, numbers and proof first, qualifies inbound, and adds a switching page; then CFO dinners, references, LP and advisor channels, a diligence pack and comparison pages; then a customer conference, a benchmark report and an AI academy.

Growth Score

7/10

Biggest Opportunity

Make the proof findable: distinct pages for each product, a customers page and a switching page built on results already won, so the first marketing hire starts with a site that sells.

Biggest Risk

Juniper Square, Carta, Aduro and traditional administrators sell to the same CFOs, and fast growth can strain deployment quality if every new customer does not become a reference.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Give every product page its own title, so CFOs searching for a fund administrator can find one

    Rewrite the Fund Administration page title and description today.

    High impact First result in 2 weeks
  2. 2

    One assets-under-administration number everywhere on the site

    Search the site for every "$" figure.

    High impact First result in 1 week
  3. 3

    Qualify the overflowing inbound on the demo form, so the founding AE spends time on the right funds

    Pull last quarter's demo requests and tag them by type and size.

    High impact First result in 2 weeks

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 6 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 5Big bets · 11Fill-ins · 4Reconsider · 1
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    The first marketing hire is asked to make Hanover Park show up for CFOs who are "harder to reach". Today search engines see one page repeated: the homepage and the Fund Administration, Portfolio Intelligence, KPI Collection, LP Experience, AI Agents, Built for Complexity and Security pages are all titled just "Hanover Park", with the homepage description copied onto each. A CFO searching "AI fund administrator", "VC fund administration" or "LP portal" has no page that says it is about that.

    High impactLow effort First result in 2 weeks Marketing Lead

    First action

    Rewrite the Fund Administration page title and description today.

    How to measure it

    Non-brand impressions in Search Console

    Now
    –
    Target
    3x
    By
    90 days

    Steps

    1. 1

      List the pages

      Eleven core pages and 13 blog posts.

      Marketing Lead 1 hour

    2. 2

      Pick one phrase per page

      The term a CFO would search for that product.

      Marketing Lead 2 hours

    3. 3

      Write titles and descriptions

      Under 60 and 155 characters, result first.

      Marketing Lead 1 day

    4. 4

      Set them in Framer

      Per-page SEO fields, plus share images.

      Founding Design Engineer 1 day

    5. 5

      Add structured data

      Organization, Service and Article markup.

      Founding Design Engineer 1 day

    6. 6

      Request indexing

      Submit the sitemap again in Search Console.

      Marketing Lead 1 hour

    7. 7

      Track

      Impressions and clicks by page each week.

      Marketing Lead weekly

    First result
    2 weeks
    Cost
    $0
    Owner
    Marketing Lead

    Smallest test

    Change three product page titles and compare impressions after two weeks.

    Why it works

    Write a distinct title and description for each page around the buyer's search: "AI-Native Fund Administration for VC and PE | Hanover Park", "LP Portal and Investor Reporting", "Portfolio Monitoring and KPI Collection", "SOC 1 and SOC 2 Type II Security for Fund Operations". Give blog stories their own descriptions with the result in them (7-day migration, Day 0 close). Add Organization and Service structured data and a share image per page, then check Search Console weekly.

    Titles are the strongest on-page signal and the text people see in Google and in AI answers. It is an afternoon in Framer and turns eight product pages into eight ways in, for the exact phrases fund CFOs type.

    Ready to use

    CopyTitle and description set

    Fund Administration: "AI-Native Fund Administration for VC and PE Firms | Hanover Park" / "Same-day capital calls, 90% of cash auto-reconciled and expert fund accountants on every review."
    LP Experience: "LP Portal, Digital Subscriptions and Investor Reporting | Hanover Park"
    Portfolio KPI Collection: "Portfolio Monitoring and KPI Collection with AI | Hanover Park"
    Security: "SOC 1 and SOC 2 Type II Security for Fund Operations | Hanover Park"
    AI Agents: "AI Agents for Fund Accounting, Reviewed by CPAs | Hanover Park"

    Risks and how to handle them

    • Pages compete for the same phrase

      One phrase per page, linked from the homepage.

    • Brand searches dip briefly

      Keep "Hanover Park" at the end of every title.

    Evidence

    • Your websitePage titles (checked October 23, 2026): the homepage and the Fund Administration, Portfolio Intelligence, Portfolio KPI Collection, LP Experience, AI Agents, Built for Complexity, Security, Careers, Contact and Blog pages are all titled just "Hanover Park" and all carry the homepage meta description ("From reactive to proactive fund operations ... AI prepares. Expert accountants review."). Blog posts have their own titles but reuse that same description. The homepage has no structured data.Source
    • HiringMarketing Lead (New York, on-site, posted October 20, 2026): "We're bringing on our first marketing hire" for "an audience of fund CFOs, GPs, and finance teams who are hard to impress and harder to reach", across brand ("hold the bar across the website, decks, product, and social"), events ("intimate CFO dinners, VIP experiences, and our first customer conference") and growth ("Run fast experiments to find repeatable, scalable channels"; "Partner with sales and engineering on pipeline, content, and launch moments"). "Nobody has defined what we look like to the outside world yet."Source
    • Your websiteSitemap (28 URLs): one page per product, 13 blog posts of which most are customer stories (Conviction, Optimist Ventures, Premise VC, Level Ventures, Dream Ventures, IO Capital, Susa, Steel Atlas, South Park Commons); no pricing page (/pricing returns 404), no customers hub, no switching or comparison pages, no events page, no guides. The Built for Complexity page lives at /buiilt-for-complexity (the correctly spelt /built-for-complexity returns 404).Source
    • Google PageSpeed (field data)Real Chrome visitors to hanoverpark.com: largest content paint 0.7 s, interaction delay 63 ms, layout shift 0 at the 75th percentile, so the site passes Core Web Vitals comfortably. Speed is not the problem; findability and proof are.Source
  • 02

    The hero says $40B, a logo band on the same page says "over $20B" in one version, the Security page says "over $15B", and the careers press quotes $15B. A CFO doing diligence notices when a fund administrator's own numbers disagree.

    High impactLow effort First result in 1 week Marketing Lead

    First action

    Search the site for every "$" figure.

    How to measure it

    Pages with one consistent AUA figure

    Now
    –
    Target
    100%
    By
    1 week

    Steps

    1. 1

      Find every figure

      Homepage, product pages, security, careers.

      Marketing Lead 2 hours

    2. 2

      Agree the number

      With finance, as of a date.

      Business Operations Lead 1 hour

    3. 3

      Make one component

      Shared logo band with the figure.

      Founding Design Engineer 2 hours

    4. 4

      Date press quotes

      "March 2026" under each.

      Marketing Lead 1 hour

    5. 5

      Set an update rule

      Change it each quarter.

      Business Operations Lead quarterly

    6. 6

      Use in decks

      Same figure in sales decks.

      Founding Account Executive 1 day

    First result
    1 week
    Cost
    $0
    Owner
    Marketing Lead

    Smallest test

    Fix the homepage logo band today.

    Why it works

    Pick the current figure and date it ("$40B+ as of October 2026"), set it as one Framer component used in every band, and label press quotes with their dates so older figures read as history, not contradictions.

    Fund administration is sold on accuracy. Consistent numbers are the cheapest proof of it, and the growth from $1B to $40B reads as momentum when it is dated.

    Risks and how to handle them

    • Figure goes stale again

      One component, one owner, quarterly update.

    Evidence

    • Your websiteHomepage: H1 "AI-native fund operations"; "$40B Assets under administration" and "10K Limited Partners" in the hero, but the logo band below says "Trusted by funds managing over $20B of assets" in one version and "$40B" in another; results "90% Cash transactions auto-categorized" and "80% AI email agent actions approved without edits"; one call to action, "Request Demo".Source
    • Your websiteSecurity page: "SOC 1 Type II and SOC 2 Type II certified. Zero-trust architecture. Client-isolated AI."; AES-256 at rest, TLS 1.3, audit logs, monitoring via Drata; one band on the page says "Trusted by funds managing over $15B of assets". There is no downloadable due-diligence pack or trust center.Source
    • Your websiteCareers page press quotes: Business Insider, "grown from $1 billion to $15 billion in assets under administration"; AP News, "the first AI-native company attacking this market [fund administration]"; Fortune, the $27 million Series A led by Emergence Capital, Lux and Susa.Source
    • HiringSRE (Platform) Engineer (posted September 21, 2026): "In under a year, we've scaled to over $40 billion in assets under administration, serving investment firms and LPs that include top-5 banks and major endowments"; Hanover Park "built a proprietary general ledger accounting system from the ground up" and bundles fund administration with "investor portals, AI-powered portfolio management, KPI collection". Fund Accountant (Associate, Controller, Director) and Founding Design Engineer roles are also open.Source
  • 03

    The AE post says inbound "is overwhelming and we can't keep up" and there are no SDRs. The demo page is a single "See how Hanover Park works" form, so every request looks the same until someone reads it.

    High impactLow effort First result in 2 weeks Founding Account Executive

    First action

    Pull last quarter's demo requests and tag them by type and size.

    How to measure it

    Share of AE demos with qualified funds

    Now
    –
    Target
    80%
    By
    60 days

    Steps

    1. 1

      Tag past requests

      Which ones closed, and why.

      Founding Account Executive 2 days

    2. 2

      Add the questions

      Four fields on the form.

      Founding Design Engineer 1 day

    3. 3

      Set routing

      Booking link for fits, demo video for the rest.

      Business Operations Lead 2 days

    4. 4

      Record the demo

      A 12-minute walkthrough.

      Founding Account Executive 2 days

    5. 5

      Report

      Pipeline by type and size.

      Business Operations Lead weekly

    6. 6

      Tune

      Adjust the thresholds monthly.

      Founding Account Executive monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Founding Account Executive

    Smallest test

    Add the "current administrator" question this week.

    Why it works

    Add four questions: fund type (VC, PE, private credit, LP), assets or fund size, current administrator, and when they want to switch. Route funds that fit and are switching soon to a booking link on the AE's calendar; send early or small funds a recorded demo and the emerging-manager page; log every answer for the pipeline report.

    When demand exceeds capacity, the win comes from ranking it. Better routing raises revenue per AE hour without adding headcount.

    Risks and how to handle them

    • Good funds put off by questions

      Keep it to four, all multiple choice.

    Evidence

    • HiringFounding Account Executive (open on the careers page): "inbound demand is overwhelming and we can't keep up. Real money is sitting on the table"; the AE closes "inbound demand from VC, PE, and private credit GPs - funds ranging from emerging managers to multi-billion-dollar platforms", builds "a repeatable outbound motion" with "the most important CFOs in VC, private equity and private credit", with "No SDRs. No deal desk. No solutions engineer."Source
    • Your websiteHomepage: H1 "AI-native fund operations"; "$40B Assets under administration" and "10K Limited Partners" in the hero, but the logo band below says "Trusted by funds managing over $20B of assets" in one version and "$40B" in another; results "90% Cash transactions auto-categorized" and "80% AI email agent actions approved without edits"; one call to action, "Request Demo".Source
    • HiringBusiness Operations Lead (posted October 1, 2026): "We're ~60 people scaling to ~100 by year end"; the role builds "capacity, utilization, and performance visibility for fund accounting and services", owns "the company financial model" and "dashboards, trackers, and live priority views".Source
  • 04

    Nine customer stories sit in the blog as one-minute articles by "Hanover Park Team", mixed with product news. The results are strong (a $1B firm migrated in under seven days, quarterly close from 45 days to Day 0, $215M funded in two weeks) but there is no customers page and the stories are not on the product pages.

    High impactLow effort First result in 2 weeks Marketing Lead

    First action

    List each story's headline number.

    How to measure it

    Customers-page to demo rate

    Now
    –
    Target
    8%
    By
    60 days

    Steps

    1. 1

      Pull the numbers

      One result per story.

      Marketing Lead 1 day

    2. 2

      Design the cards

      Fund type, size, result, quote.

      Founding Design Engineer 2 days

    3. 3

      Build the page

      With a fund-type filter.

      Founding Design Engineer 2 days

    4. 4

      Place on product pages

      Two stories each.

      Marketing Lead 1 day

    5. 5

      Link from demo form

      And from sales emails.

      Founding Account Executive 1 hour

    6. 6

      Add new stories

      One per go-live.

      Deployment Strategist monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Marketing Lead

    Smallest test

    Add three result cards to the homepage.

    Why it works

    Build /customers with a card per firm: fund type, size, the before and after, and a quote. Add a filter by fund type, put the best two stories on each product page, and link the page from the demo form.

    CFOs buy on peer proof from firms like theirs. A results page turns content already written into the main sales asset.

    Risks and how to handle them

    • Customers want approval

      Use only published stories at first.

    Evidence

    • Your websiteSitemap (28 URLs): one page per product, 13 blog posts of which most are customer stories (Conviction, Optimist Ventures, Premise VC, Level Ventures, Dream Ventures, IO Capital, Susa, Steel Atlas, South Park Commons); no pricing page (/pricing returns 404), no customers hub, no switching or comparison pages, no events page, no guides. The Built for Complexity page lives at /buiilt-for-complexity (the correctly spelt /built-for-complexity returns 404).Source
    • Your websiteCustomer story (September 8, 2026): Conviction migrated "over $1 billion of assets" and "years of underlying accounting data" in "less than seven days", where a migration "can take months"; AI agents "ingest and structure historical accounting data" and fund accountants "review the output and resolve exceptions". Other stories: Dream Ventures "collapsed the quarterly close process from 45 days to Day 0 delivery"; Optimist Ventures went "From an Empty Ledger to a $215M+ Funded Position in Two Weeks".Source
    • Your websiteBlog index: the cards for "Announcing Hanover Park's Automated Payments", "Real-time Expense Data Synced from Ramp to Hanover Park" and "The 100 Hour Migration" all show the Susa story's excerpt ("Susa manages over $1 billion in assets across three fund families, ~250 ..."). Customer stories show "Hanover Park Team" as author.Source
    • HiringDeployment Strategist (open): "the single biggest constraint is now the gap between 'signed' and 'evangelist'"; the role is "turning every signed deal into a reference account", building SOPs for "capital calls, NAV close, audit prep, GP reporting" and training CFOs and their teams to use Hanover Park's MCP connector "for their daily workflows". "Your only outcome metric: time to turn a signed customer into a raving fan."Source
  • 05

    The Built for Complexity page sits at /buiilt-for-complexity, and the correct spelling returns a 404. On the blog index, three posts (automated payments, the Ramp sync, the 100-hour migration) show the Susa story's summary. Small slips like these are what a demanding buyer notices first.

    Medium impactLow effort First result in 1 day Marketing Lead

    First action

    Add the redirect today.

    How to measure it

    Copy and link errors

    Now
    –
    Target
    0
    By
    30 days

    Steps

    1. 1

      Rename the page

      New slug in Framer.

      Founding Design Engineer 15 minutes

    2. 2

      Redirect

      Old address to the new one.

      Founding Design Engineer 15 minutes

    3. 3

      Write excerpts

      One line per post.

      Marketing Lead 1 hour

    4. 4

      Check links

      Crawl the 28 URLs.

      Marketing Lead 1 hour

    5. 5

      Add to calendar

      Monthly site check.

      Marketing Lead monthly

    6. 6

      Retire old pages

      Redirect pages no longer used.

      Founding Design Engineer 1 hour

    First result
    1 day
    Cost
    $0
    Owner
    Marketing Lead

    Smallest test

    Fix the slug today.

    Why it works

    Move the page to /built-for-complexity with a redirect from the old address, write a real excerpt for each blog card, and add a monthly link and copy check to the marketing calendar.

    The Marketing Lead is asked to hold the bar across the website. These fixes take an hour and remove the visible errors.

    Risks and how to handle them

    • Links in old emails break

      Keep the redirect permanently.

    Evidence

    • Your websiteSitemap (28 URLs): one page per product, 13 blog posts of which most are customer stories (Conviction, Optimist Ventures, Premise VC, Level Ventures, Dream Ventures, IO Capital, Susa, Steel Atlas, South Park Commons); no pricing page (/pricing returns 404), no customers hub, no switching or comparison pages, no events page, no guides. The Built for Complexity page lives at /buiilt-for-complexity (the correctly spelt /built-for-complexity returns 404).Source
    • Your websiteBlog index: the cards for "Announcing Hanover Park's Automated Payments", "Real-time Expense Data Synced from Ramp to Hanover Park" and "The 100 Hour Migration" all show the Susa story's excerpt ("Susa manages over $1 billion in assets across three fund families, ~250 ..."). Customer stories show "Hanover Park Team" as author.Source
    • HiringMarketing Lead (New York, on-site, posted October 20, 2026): "We're bringing on our first marketing hire" for "an audience of fund CFOs, GPs, and finance teams who are hard to impress and harder to reach", across brand ("hold the bar across the website, decks, product, and social"), events ("intimate CFO dinners, VIP experiences, and our first customer conference") and growth ("Run fast experiments to find repeatable, scalable channels"; "Partner with sales and engineering on pipeline, content, and launch moments"). "Nobody has defined what we look like to the outside world yet."Source
  • 06

    The biggest fear in changing administrators is the migration, which "can take months". Hanover Park migrated Conviction's $1B+ history in under seven days, but the claim lives in a blog post, and there is no page for a CFO searching how to switch.

    High impactMedium effort First result in 1 month Marketing Lead

    First action

    Outline the migration steps with the fund accounting team.

    How to measure it

    Assessments booked

    Now
    –
    Target
    15 a month
    By
    90 days

    Steps

    1. 1

      Map the process

      Steps and timeline.

      Fund Accounting Controller 2 days

    2. 2

      Write the page

      Plain steps and proof.

      Marketing Lead 3 days

    3. 3

      Design

      Timeline graphic.

      Founding Design Engineer 2 days

    4. 4

      Assessment offer

      Booked to the AE.

      Founding Account Executive 1 day

    5. 5

      Publish and title

      Search-friendly title.

      Marketing Lead 1 day

    6. 6

      Use in outbound

      Link in every first email.

      Founding Account Executive ongoing

    First result
    1 month
    Cost
    Staff time only
    Owner
    Marketing Lead

    Smallest test

    Send the outline to five prospects with a current administrator.

    Why it works

    Publish /switch: the steps, what the firm sends, who checks what, a timeline, and the Conviction and Susa results. Offer a free migration assessment as the call to action, booked straight to the AE.

    It answers the main objection on one page and targets the highest-intent searches in the category.

    Ready to use

    ChecklistSwitching page outline

    [ ] What you send us (ledgers, LPAs, bank access, investor list)
    [ ] Day-by-day timeline
    [ ] Who reviews what (AI, health checks, fund accountants)
    [ ] Parallel run with your current administrator
    [ ] Proof: Conviction, Susa
    [ ] Free migration assessment form

    Risks and how to handle them

    • Migrations vary

      Show the range and what drives it.

    Evidence

    • Your websiteCustomer story (September 8, 2026): Conviction migrated "over $1 billion of assets" and "years of underlying accounting data" in "less than seven days", where a migration "can take months"; AI agents "ingest and structure historical accounting data" and fund accountants "review the output and resolve exceptions". Other stories: Dream Ventures "collapsed the quarterly close process from 45 days to Day 0 delivery"; Optimist Ventures went "From an Empty Ledger to a $215M+ Funded Position in Two Weeks".Source
    • Your websiteSitemap (28 URLs): one page per product, 13 blog posts of which most are customer stories (Conviction, Optimist Ventures, Premise VC, Level Ventures, Dream Ventures, IO Capital, Susa, Steel Atlas, South Park Commons); no pricing page (/pricing returns 404), no customers hub, no switching or comparison pages, no events page, no guides. The Built for Complexity page lives at /buiilt-for-complexity (the correctly spelt /built-for-complexity returns 404).Source
    • HiringFounding Account Executive (open on the careers page): "inbound demand is overwhelming and we can't keep up. Real money is sitting on the table"; the AE closes "inbound demand from VC, PE, and private credit GPs - funds ranging from emerging managers to multi-billion-dollar platforms", builds "a repeatable outbound motion" with "the most important CFOs in VC, private equity and private credit", with "No SDRs. No deal desk. No solutions engineer."Source
    • Competitor researchRivals' own homepages: Juniper Square, "The fund operating system built for the agentic era", "2,300+ private markets GPs"; Aduro Advisors, "$141+ Billion Assets under administration", "650+ Firms", leading with a gated "Performance Benchmark Report"; Standish Management, "Trusted Partner to the World's Most Successful Private Funds". Carta also sells fund administration to VC firms.Source

This quarter 9

The core plays for the next three months.

  • 07

    The Marketing Lead is hired to build "intimate CFO dinners" from scratch and to turn events into relationships for sales and deployment. Fund CFOs are a small, tight community where peers carry weight.

    High impactMedium effort First result in 1 month Marketing Lead

    First action

    Pick the first ten guests from current deals.

    How to measure it

    Opportunities from dinner guests

    Now
    –
    Target
    30%
    By
    2 quarters

    Steps

    1. 1

      Set the format

      Size, venue, one story.

      Marketing Lead 1 week

    2. 2

      Build the list

      Customers and open deals.

      Founding Account Executive 1 week

    3. 3

      Invite

      Personal notes from the CEO.

      Co-Founder and CEO 2 weeks

    4. 4

      Run

      Monthly.

      Marketing Lead monthly

    5. 5

      Follow up

      Within 48 hours.

      Founding Account Executive monthly

    6. 6

      Measure

      Pipeline per dinner.

      Business Operations Lead monthly

    First result
    1 month
    Cost
    About $3,000 a dinner
    Owner
    Marketing Lead

    Smallest test

    Host one dinner of eight.

    Why it works

    Host one dinner a month for 10 to 12 CFOs: half customers, half prospects from the pipeline, with one customer telling an honest story about their close or migration. Follow up within 48 hours with a note and a relevant story, and track pipeline from attendees.

    Customers sell better than any deck, and a dinner is the right format for a buyer who is hard to reach.

    Risks and how to handle them

    • Turns into a sales pitch

      No slides; customers talk.

    Evidence

    • HiringMarketing Lead (New York, on-site, posted October 20, 2026): "We're bringing on our first marketing hire" for "an audience of fund CFOs, GPs, and finance teams who are hard to impress and harder to reach", across brand ("hold the bar across the website, decks, product, and social"), events ("intimate CFO dinners, VIP experiences, and our first customer conference") and growth ("Run fast experiments to find repeatable, scalable channels"; "Partner with sales and engineering on pipeline, content, and launch moments"). "Nobody has defined what we look like to the outside world yet."Source
    • HiringFounding Account Executive (open on the careers page): "inbound demand is overwhelming and we can't keep up. Real money is sitting on the table"; the AE closes "inbound demand from VC, PE, and private credit GPs - funds ranging from emerging managers to multi-billion-dollar platforms", builds "a repeatable outbound motion" with "the most important CFOs in VC, private equity and private credit", with "No SDRs. No deal desk. No solutions engineer."Source
    • Your websiteCustomer story (September 8, 2026): Conviction migrated "over $1 billion of assets" and "years of underlying accounting data" in "less than seven days", where a migration "can take months"; AI agents "ingest and structure historical accounting data" and fund accountants "review the output and resolve exceptions". Other stories: Dream Ventures "collapsed the quarterly close process from 45 days to Day 0 delivery"; Optimist Ventures went "From an Empty Ledger to a $215M+ Funded Position in Two Weeks".Source
  • 08

    The Deployment Strategist's goal is "turning every signed deal into a reference account". Today stories are written one by one. A fixed step at go-live would produce proof at the pace the customer base grows.

    High impactMedium effort First result in 1 quarter Deployment Strategist

    First action

    Draft the day-30 review questions.

    How to measure it

    Reference-ready customers

    Now
    –
    Target
    60%
    By
    2 quarters

    Steps

    1. 1

      Write questions

      Before and after numbers.

      Deployment Strategist 1 week

    2. 2

      Add to process

      Day 30 after go-live.

      Deployment Strategist 1 week

    3. 3

      Story template

      One page.

      Marketing Lead 1 week

    4. 4

      Reference list

      By fund type and size.

      Founding Account Executive 2 weeks

    5. 5

      Publish

      Approved stories.

      Marketing Lead monthly

    6. 6

      Thank references

      Small gift and dinner invite.

      Marketing Lead ongoing

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Deployment Strategist

    Smallest test

    Run the review with the next customer to go live.

    Why it works

    At day 30 after go-live, measure the before and after (close time, capital call time, hours saved), ask for a reference and a quote, and write a short story from a template. Keep a reference list sales can use by fund type.

    A steady supply of references shortens sales cycles, and measuring results confirms the customer got value.

    Risks and how to handle them

    • Reference fatigue

      Cap calls per reference each quarter.

    Evidence

    • HiringDeployment Strategist (open): "the single biggest constraint is now the gap between 'signed' and 'evangelist'"; the role is "turning every signed deal into a reference account", building SOPs for "capital calls, NAV close, audit prep, GP reporting" and training CFOs and their teams to use Hanover Park's MCP connector "for their daily workflows". "Your only outcome metric: time to turn a signed customer into a raving fan."Source
    • Your websiteCustomer story (September 8, 2026): Conviction migrated "over $1 billion of assets" and "years of underlying accounting data" in "less than seven days", where a migration "can take months"; AI agents "ingest and structure historical accounting data" and fund accountants "review the output and resolve exceptions". Other stories: Dream Ventures "collapsed the quarterly close process from 45 days to Day 0 delivery"; Optimist Ventures went "From an Empty Ledger to a $215M+ Funded Position in Two Weeks".Source
    • Your websiteSitemap (28 URLs): one page per product, 13 blog posts of which most are customer stories (Conviction, Optimist Ventures, Premise VC, Level Ventures, Dream Ventures, IO Capital, Susa, Steel Atlas, South Park Commons); no pricing page (/pricing returns 404), no customers hub, no switching or comparison pages, no events page, no guides. The Built for Complexity page lives at /buiilt-for-complexity (the correctly spelt /built-for-complexity returns 404).Source
  • 09

    Hanover Park's testimonials include an endowment and a fund of funds that invests in "over 80 GPs", and the platform serves LPs including major endowments. LPs influence which administrator their managers choose, especially emerging managers.

    High impactMedium effort First result in 2 quarters Marketing Lead

    First action

    Ask the two quoted LPs what they would tell their GPs.

    How to measure it

    LP-referred demos

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Interview LPs

      Two existing LP fans.

      Marketing Lead 2 weeks

    2. 2

      Build the page

      LP view and benefits.

      Founding Design Engineer 2 weeks

    3. 3

      Shareable note

      For LPs to send GPs.

      Marketing Lead 1 week

    4. 4

      Referral path

      Track LP source.

      Business Operations Lead 1 week

    5. 5

      LP breakfast

      Quarterly.

      Marketing Lead quarterly

    6. 6

      Measure

      Demos by LP source.

      Business Operations Lead monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Marketing Lead

    Smallest test

    Send the note to the fund of funds that gave the quote.

    Why it works

    Build an LP page: what an LP sees (portal, documents, real-time data), a short note LPs can share with their GPs, and a referral path that credits the LP. Invite LP operations teams to a separate quarterly breakfast.

    One LP that likes the reporting can point many GPs to the same administrator.

    Risks and how to handle them

    • LPs avoid recommending vendors

      Frame it as a reporting standard they prefer.

    Evidence

    • Your websiteTestimonials include buyers on the LP side: a "Top U.S. University Endowment" ("a compelling next-generation fund administrator for institutional-grade managers") and a "Premier VC Fund of Funds with $2.6B+ AUM" ("As an LP in hundreds of funds and over 80 GPs, we've seen many fund administrators"). The LP Experience page offers digital subscription documents, KYC/AML and accreditation checks, and a permissioned LP portal.Source
    • HiringSRE (Platform) Engineer (posted September 21, 2026): "In under a year, we've scaled to over $40 billion in assets under administration, serving investment firms and LPs that include top-5 banks and major endowments"; Hanover Park "built a proprietary general ledger accounting system from the ground up" and bundles fund administration with "investor portals, AI-powered portfolio management, KPI collection". Fund Accountant (Associate, Controller, Director) and Founding Design Engineer roles are also open.Source
    • HiringFounding Account Executive (open on the careers page): "inbound demand is overwhelming and we can't keep up. Real money is sitting on the table"; the AE closes "inbound demand from VC, PE, and private credit GPs - funds ranging from emerging managers to multi-billion-dollar platforms", builds "a repeatable outbound motion" with "the most important CFOs in VC, private equity and private credit", with "No SDRs. No deal desk. No solutions engineer."Source
  • 10

    The AE sells to funds "ranging from emerging managers to multi-billion-dollar platforms", and stories such as Optimist Ventures ("From an Empty Ledger to a $215M+ Funded Position in Two Weeks") and Dream Ventures (Day 0 financials) show the platform works from the first close.

    High impactMedium effort First result in 1 quarter Founding Account Executive

    First action

    List new managers in the current pipeline.

    How to measure it

    Fund I launches

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Define the kit

      Fixed scope for Fund I.

      Deployment Strategist 2 weeks

    2. 2

      Write the guide

      Launching Fund I, step by step.

      Marketing Lead 2 weeks

    3. 3

      Build the page

      With the Optimist story.

      Founding Design Engineer 1 week

    4. 4

      Find programs

      Emerging manager networks.

      Founding Account Executive 1 month

    5. 5

      Run a webinar

      Fund I operations.

      Marketing Lead 1 month

    6. 6

      Track

      Signed and growth by fund.

      Business Operations Lead quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Founding Account Executive

    Smallest test

    Publish the Fund I guide.

    Why it works

    Package a Fund I launch kit: digital subscriptions, KYC, first capital call, LP portal, with a fixed onboarding plan. Publish a launch guide and partner with fund formation programs so new managers start on Hanover Park and grow with it.

    Firms that start on an administrator rarely switch, and new managers become larger customers over funds II and III.

    Risks and how to handle them

    • Small funds use deployment time

      Fixed scope and self-serve setup.

    Evidence

    • HiringFounding Account Executive (open on the careers page): "inbound demand is overwhelming and we can't keep up. Real money is sitting on the table"; the AE closes "inbound demand from VC, PE, and private credit GPs - funds ranging from emerging managers to multi-billion-dollar platforms", builds "a repeatable outbound motion" with "the most important CFOs in VC, private equity and private credit", with "No SDRs. No deal desk. No solutions engineer."Source
    • Your websiteCustomer story (September 8, 2026): Conviction migrated "over $1 billion of assets" and "years of underlying accounting data" in "less than seven days", where a migration "can take months"; AI agents "ingest and structure historical accounting data" and fund accountants "review the output and resolve exceptions". Other stories: Dream Ventures "collapsed the quarterly close process from 45 days to Day 0 delivery"; Optimist Ventures went "From an Empty Ledger to a $215M+ Funded Position in Two Weeks".Source
    • Your websiteTestimonials include buyers on the LP side: a "Top U.S. University Endowment" ("a compelling next-generation fund administrator for institutional-grade managers") and a "Premier VC Fund of Funds with $2.6B+ AUM" ("As an LP in hundreds of funds and over 80 GPs, we've seen many fund administrators"). The LP Experience page offers digital subscription documents, KYC/AML and accreditation checks, and a permissioned LP portal.Source
  • 11

    Lawyers who form funds and auditors who review them meet every CFO choosing an administrator. Hanover Park's "Audit-ready by default" ledger and 30+ health checks are things auditors care about directly.

    High impactMedium effort First result in 2 quarters Co Founder and CEO

    First action

    List the lawyers and auditors on current customers' funds.

    How to measure it

    Advisor referrals

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      List advisors

      From customer funds.

      Founding Account Executive 1 week

    2. 2

      Brief them

      One-hour walkthrough.

      Co-Founder and CEO 1 month

    3. 3

      Auditor access

      Read-only with client consent.

      Fund Accounting Controller 1 month

    4. 4

      Co-host briefings

      Quarterly.

      Marketing Lead quarterly

    5. 5

      Track referrals

      Source on the demo form.

      Business Operations Lead monthly

    6. 6

      Thank partners

      Invites to CFO dinners.

      Marketing Lead ongoing

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Co Founder and CEO

    Smallest test

    Brief one audit firm.

    Why it works

    Brief five fund formation law firms and five audit firms on the platform, give auditors read-only access during audits where the client agrees, and build a simple referral and co-hosted briefing program.

    Trusted advisors make introductions at exactly the moment a fund chooses its administrator.

    Risks and how to handle them

    • Advisors stay neutral

      Offer value to their clients, not fees.

    Evidence

    • Your websiteFund Administration and AI Agents pages: "Same-day capital activity"; "90% of cash auto-reconciled"; "30+ health checks happen automatically" ("commitment limits, allocation math, LPA compliance, prior call reconciliation"); "Human review on every capital" call; a "dedicated services team"; cash "reconciled every 15 minutes".Source
    • HiringFounding Account Executive (open on the careers page): "inbound demand is overwhelming and we can't keep up. Real money is sitting on the table"; the AE closes "inbound demand from VC, PE, and private credit GPs - funds ranging from emerging managers to multi-billion-dollar platforms", builds "a repeatable outbound motion" with "the most important CFOs in VC, private equity and private credit", with "No SDRs. No deal desk. No solutions engineer."Source
    • Your websiteSitemap (28 URLs): one page per product, 13 blog posts of which most are customer stories (Conviction, Optimist Ventures, Premise VC, Level Ventures, Dream Ventures, IO Capital, Susa, Steel Atlas, South Park Commons); no pricing page (/pricing returns 404), no customers hub, no switching or comparison pages, no events page, no guides. The Built for Complexity page lives at /buiilt-for-complexity (the correctly spelt /built-for-complexity returns 404).Source
  • 12

    The Security page states SOC 1 and SOC 2 Type II, client-isolated AI and full audit trails, but there is no downloadable pack. Institutional buyers and their LPs send long operational due-diligence questionnaires before they sign.

    High impactMedium effort First result in 1 quarter CTO

    First action

    Collect the last three questionnaires answered.

    How to measure it

    Diligence turnaround

    Now
    –
    Target
    Under 3 days
    By
    1 quarter

    Steps

    1. 1

      Collect past answers

      Three recent questionnaires.

      CTO 1 week

    2. 2

      Standardize

      One master answer set.

      CTO 2 weeks

    3. 3

      AI data note

      Plain-language explanation.

      CTO 1 week

    4. 4

      Request form

      On the Security page.

      Founding Design Engineer 2 days

    5. 5

      Train sales

      When to send it.

      Founding Account Executive 1 day

    6. 6

      Update

      After each audit.

      CTO yearly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    CTO

    Smallest test

    Send the master answers to the next prospect.

    Why it works

    Prepare a standard pack: completed industry due-diligence questionnaire, SOC report request process, AI data-handling explanation, business continuity summary and insurance. Offer it behind a short request form on the Security page.

    Answering diligence in a day instead of weeks shortens enterprise deals and signals maturity.

    Risks and how to handle them

    • Sensitive details exposed

      Share under NDA where needed.

    Evidence

    • Your websiteSecurity page: "SOC 1 Type II and SOC 2 Type II certified. Zero-trust architecture. Client-isolated AI."; AES-256 at rest, TLS 1.3, audit logs, monitoring via Drata; one band on the page says "Trusted by funds managing over $15B of assets". There is no downloadable due-diligence pack or trust center.Source
    • HiringSRE (Platform) Engineer (posted September 21, 2026): "In under a year, we've scaled to over $40 billion in assets under administration, serving investment firms and LPs that include top-5 banks and major endowments"; Hanover Park "built a proprietary general ledger accounting system from the ground up" and bundles fund administration with "investor portals, AI-powered portfolio management, KPI collection". Fund Accountant (Associate, Controller, Director) and Founding Design Engineer roles are also open.Source
    • HiringFounding Account Executive (open on the careers page): "inbound demand is overwhelming and we can't keep up. Real money is sitting on the table"; the AE closes "inbound demand from VC, PE, and private credit GPs - funds ranging from emerging managers to multi-billion-dollar platforms", builds "a repeatable outbound motion" with "the most important CFOs in VC, private equity and private credit", with "No SDRs. No deal desk. No solutions engineer."Source
  • 13

    The Marketing Lead will "shape how founders and early team members show up publicly", and the CEO has sold the company to CFOs himself. CFOs follow peers and operators on LinkedIn more than vendor pages.

    High impactLow effort First result in 1 quarter Co Founder and CEO

    First action

    List ten lessons from recent deployments.

    How to measure it

    Demos from founder content

    Now
    –
    Target
    10 a month
    By
    2 quarters

    Steps

    1. 1

      List topics

      Ten lessons.

      Co-Founder and CEO 1 week

    2. 2

      Write

      One post a week.

      Co-Founder and CEO weekly

    3. 3

      Edit and design

      Clips and graphics.

      Marketing Lead weekly

    4. 4

      Newsletter

      Monthly roundup.

      Marketing Lead monthly

    5. 5

      Ask source

      On the demo form.

      Business Operations Lead 1 day

    6. 6

      Review

      What resonates.

      Marketing Lead monthly

    First result
    1 quarter
    Cost
    Founder time
    Owner
    Co Founder and CEO

    Smallest test

    Post one lesson this week.

    Why it works

    Each week the CEO posts one concrete lesson from a close, migration or capital call (with customer consent and no client data), and the Marketing Lead turns it into a short clip and a newsletter item.

    Consistent, specific founder content builds trust in a category where nobody has seen an AI-native administrator before.

    Risks and how to handle them

    • Client confidentiality

      Never name funds without approval.

    Evidence

    • HiringMarketing Lead (New York, on-site, posted October 20, 2026): "We're bringing on our first marketing hire" for "an audience of fund CFOs, GPs, and finance teams who are hard to impress and harder to reach", across brand ("hold the bar across the website, decks, product, and social"), events ("intimate CFO dinners, VIP experiences, and our first customer conference") and growth ("Run fast experiments to find repeatable, scalable channels"; "Partner with sales and engineering on pipeline, content, and launch moments"). "Nobody has defined what we look like to the outside world yet."Source
    • HiringFounding Account Executive (open on the careers page): "inbound demand is overwhelming and we can't keep up. Real money is sitting on the table"; the AE closes "inbound demand from VC, PE, and private credit GPs - funds ranging from emerging managers to multi-billion-dollar platforms", builds "a repeatable outbound motion" with "the most important CFOs in VC, private equity and private credit", with "No SDRs. No deal desk. No solutions engineer."Source
    • Your websiteCustomer story (September 8, 2026): Conviction migrated "over $1 billion of assets" and "years of underlying accounting data" in "less than seven days", where a migration "can take months"; AI agents "ingest and structure historical accounting data" and fund accountants "review the output and resolve exceptions". Other stories: Dream Ventures "collapsed the quarterly close process from 45 days to Day 0 delivery"; Optimist Ventures went "From an Empty Ledger to a $215M+ Funded Position in Two Weeks".Source
  • 14

    Juniper Square calls itself "the fund operating system built for the agentic era", Aduro leads with $141B+ under administration, and Standish with its client list. CFOs compare these options, but Hanover Park has no page that explains how it differs.

    High impactMedium effort First result in 1 quarter Marketing Lead

    First action

    Ask the AE which rivals come up in each deal.

    How to measure it

    Comparison-page demos

    Now
    –
    Target
    10 a month
    By
    2 quarters

    Steps

    1. 1

      Pick rivals

      Most frequent in deals.

      Founding Account Executive 1 week

    2. 2

      Check facts

      Rivals' current pages.

      Marketing Lead 1 week

    3. 3

      Write

      Fair, dated tables.

      Marketing Lead 2 weeks

    4. 4

      Legal review

      Claims and names.

      Outside counsel 1 week

    5. 5

      Publish

      With proper titles.

      Founding Design Engineer 1 day

    6. 6

      Refresh

      Quarterly.

      Marketing Lead quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Marketing Lead

    Smallest test

    Publish the AI-native vs traditional page first.

    Why it works

    Publish a page on AI-native versus traditional administration (who does the work, time to close, data access, review), then fair pages against the two rivals sales meets most. Keep facts dated and sourced.

    Comparison searches come from buyers already choosing, and a clear explanation helps AI assistants describe the category correctly.

    Risks and how to handle them

    • Rival claims change

      Date every table.

    Evidence

    • Competitor researchRivals' own homepages: Juniper Square, "The fund operating system built for the agentic era", "2,300+ private markets GPs"; Aduro Advisors, "$141+ Billion Assets under administration", "650+ Firms", leading with a gated "Performance Benchmark Report"; Standish Management, "Trusted Partner to the World's Most Successful Private Funds". Carta also sells fund administration to VC firms.Source
    • Your websiteFund Administration and AI Agents pages: "Same-day capital activity"; "90% of cash auto-reconciled"; "30+ health checks happen automatically" ("commitment limits, allocation math, LPA compliance, prior call reconciliation"); "Human review on every capital" call; a "dedicated services team"; cash "reconciled every 15 minutes".Source
    • Your websiteSitemap (28 URLs): one page per product, 13 blog posts of which most are customer stories (Conviction, Optimist Ventures, Premise VC, Level Ventures, Dream Ventures, IO Capital, Susa, Steel Atlas, South Park Commons); no pricing page (/pricing returns 404), no customers hub, no switching or comparison pages, no events page, no guides. The Built for Complexity page lives at /buiilt-for-complexity (the correctly spelt /built-for-complexity returns 404).Source
    • HiringFounding Account Executive (open on the careers page): "inbound demand is overwhelming and we can't keep up. Real money is sitting on the table"; the AE closes "inbound demand from VC, PE, and private credit GPs - funds ranging from emerging managers to multi-billion-dollar platforms", builds "a repeatable outbound motion" with "the most important CFOs in VC, private equity and private credit", with "No SDRs. No deal desk. No solutions engineer."Source
  • 15

    The Marketing Lead is asked to find "repeatable, scalable channels", and Business Operations owns dashboards and the financial model. The site runs product analytics, but the demo form does not ask how people heard of Hanover Park.

    Medium impactMedium effort First result in 1 quarter Business Operations Lead

    First action

    Add the question to the form.

    How to measure it

    Opportunities with a source

    Now
    –
    Target
    90%
    By
    1 quarter

    Steps

    1. 1

      Add field

      Free text plus options.

      Founding Design Engineer 1 hour

    2. 2

      Tag links

      All campaigns.

      Marketing Lead 1 week

    3. 3

      Build view

      Pipeline by source.

      Business Operations Lead 2 weeks

    4. 4

      Backfill

      Ask recent customers.

      Founding Account Executive 2 weeks

    5. 5

      Review

      Monthly.

      Business Operations Lead monthly

    6. 6

      Decide budget

      By source results.

      Marketing Lead quarterly

    First result
    1 quarter
    Cost
    $0
    Owner
    Business Operations Lead

    Smallest test

    Ask the last ten customers how they found you.

    Why it works

    Add a "how did you hear about us" field, tag links in every post, email and event, and build one pipeline-by-source view shared by marketing and sales. Review it monthly before adding budget.

    Channel decisions need source data, especially when most demand today is word of mouth.

    Risks and how to handle them

    • Self-reported data is noisy

      Combine with tagged links.

    Evidence

    • HiringMarketing Lead (New York, on-site, posted October 20, 2026): "We're bringing on our first marketing hire" for "an audience of fund CFOs, GPs, and finance teams who are hard to impress and harder to reach", across brand ("hold the bar across the website, decks, product, and social"), events ("intimate CFO dinners, VIP experiences, and our first customer conference") and growth ("Run fast experiments to find repeatable, scalable channels"; "Partner with sales and engineering on pipeline, content, and launch moments"). "Nobody has defined what we look like to the outside world yet."Source
    • HiringBusiness Operations Lead (posted October 1, 2026): "We're ~60 people scaling to ~100 by year end"; the role builds "capacity, utilization, and performance visibility for fund accounting and services", owns "the company financial model" and "dashboards, trackers, and live priority views".Source
    • HiringFounding Account Executive (open on the careers page): "inbound demand is overwhelming and we can't keep up. Real money is sitting on the table"; the AE closes "inbound demand from VC, PE, and private credit GPs - funds ranging from emerging managers to multi-billion-dollar platforms", builds "a repeatable outbound motion" with "the most important CFOs in VC, private equity and private credit", with "No SDRs. No deal desk. No solutions engineer."Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    The Marketing Lead is hired to throw "our first customer conference". Hanover Park's stories (Day 0 close, seven-day migration) give it a theme no traditional administrator can match.

    High impactHigh effort First result in 3 quarters Marketing Lead

    First action

    Pick a date and five customer speakers.

    How to measure it

    Summit-sourced pipeline

    Now
    –
    Target
    20 opportunities
    By
    3 quarters

    Steps

    1. 1

      Set the theme

      Day 0 fund operations.

      Marketing Lead 1 month

    2. 2

      Book speakers

      Five customers.

      Deployment Strategist 2 months

    3. 3

      Venue and budget

      About 150 guests.

      Marketing Lead 1 month

    4. 4

      Invite

      Customers, pipeline, LPs.

      Founding Account Executive 2 months

    5. 5

      Run

      One day.

      Marketing Lead 1 day

    6. 6

      Follow up

      Recordings and meetings.

      Founding Account Executive 1 month

    First result
    3 quarters
    Cost
    About $80,000
    Owner
    Marketing Lead

    Smallest test

    Run a half-day customer session first.

    Why it works

    Host a one-day summit in New York for customers, prospects and LPs: customer talks on close, capital calls and LP reporting, live product sessions, and a closed-door CFO roundtable. Record talks for content all year.

    A flagship event defines the category, brings customers and prospects into one room, and creates a year of content.

    Risks and how to handle them

    • Too few attendees

      Start invite-only at 100.

    Evidence

    • HiringMarketing Lead (New York, on-site, posted October 20, 2026): "We're bringing on our first marketing hire" for "an audience of fund CFOs, GPs, and finance teams who are hard to impress and harder to reach", across brand ("hold the bar across the website, decks, product, and social"), events ("intimate CFO dinners, VIP experiences, and our first customer conference") and growth ("Run fast experiments to find repeatable, scalable channels"; "Partner with sales and engineering on pipeline, content, and launch moments"). "Nobody has defined what we look like to the outside world yet."Source
    • Your websiteCustomer story (September 8, 2026): Conviction migrated "over $1 billion of assets" and "years of underlying accounting data" in "less than seven days", where a migration "can take months"; AI agents "ingest and structure historical accounting data" and fund accountants "review the output and resolve exceptions". Other stories: Dream Ventures "collapsed the quarterly close process from 45 days to Day 0 delivery"; Optimist Ventures went "From an Empty Ledger to a $215M+ Funded Position in Two Weeks".Source
    • Your websiteTestimonials include buyers on the LP side: a "Top U.S. University Endowment" ("a compelling next-generation fund administrator for institutional-grade managers") and a "Premier VC Fund of Funds with $2.6B+ AUM" ("As an LP in hundreds of funds and over 80 GPs, we've seen many fund administrators"). The LP Experience page offers digital subscription documents, KYC/AML and accreditation checks, and a permissioned LP portal.Source
  • 17

    Aduro leads its homepage with a "Performance Benchmark Report". Hanover Park has a unified ledger across $40B+ of assets and could publish measured operations data: days to close, capital call timing, reconciliation rates.

    High impactHigh effort First result in 3 quarters Business Operations Lead

    First action

    Pick five metrics CFOs want to compare.

    How to measure it

    Downloads

    Now
    –
    Target
    2,000
    By
    1 year

    Steps

    1. 1

      Pick metrics

      Five to eight.

      Business Operations Lead 2 weeks

    2. 2

      Consent

      Customer data terms.

      Outside counsel 1 month

    3. 3

      Analyze

      Aggregated data.

      Business Operations Lead 2 months

    4. 4

      Survey

      Add non-customer responses.

      Marketing Lead 2 months

    5. 5

      Write and design

      Report and summary.

      Marketing Lead 1 month

    6. 6

      Launch

      Summit, press, outbound.

      Marketing Lead 1 month

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    Business Operations Lead

    Smallest test

    Publish one benchmark chart.

    Why it works

    Publish an annual benchmark: close times, capital call turnaround, LP reporting delays and fund expense ratios by fund type and size, aggregated and anonymized with customer consent. Launch it at the summit and use it in outbound.

    Original data earns press and links, and gives the AE a reason to contact every CFO.

    Risks and how to handle them

    • Identifiable data

      Suppress small groups.

    Evidence

    • Competitor researchRivals' own homepages: Juniper Square, "The fund operating system built for the agentic era", "2,300+ private markets GPs"; Aduro Advisors, "$141+ Billion Assets under administration", "650+ Firms", leading with a gated "Performance Benchmark Report"; Standish Management, "Trusted Partner to the World's Most Successful Private Funds". Carta also sells fund administration to VC firms.Source
    • HiringSRE (Platform) Engineer (posted September 21, 2026): "In under a year, we've scaled to over $40 billion in assets under administration, serving investment firms and LPs that include top-5 banks and major endowments"; Hanover Park "built a proprietary general ledger accounting system from the ground up" and bundles fund administration with "investor portals, AI-powered portfolio management, KPI collection". Fund Accountant (Associate, Controller, Director) and Founding Design Engineer roles are also open.Source
    • Your websiteFund Administration and AI Agents pages: "Same-day capital activity"; "90% of cash auto-reconciled"; "30+ health checks happen automatically" ("commitment limits, allocation math, LPA compliance, prior call reconciliation"); "Human review on every capital" call; a "dedicated services team"; cash "reconciled every 15 minutes".Source
    • HiringBusiness Operations Lead (posted October 1, 2026): "We're ~60 people scaling to ~100 by year end"; the role builds "capacity, utilization, and performance visibility for fund accounting and services", owns "the company financial model" and "dashboards, trackers, and live priority views".Source
  • 18

    The Deployment Strategist trains CFOs and their teams to use Hanover Park's MCP connector for daily workflows, building prompts and agents with them. That training is valuable outside the customer base too.

    High impactHigh effort First result in 3 quarters Deployment Strategist

    First action

    Record the next customer training session.

    How to measure it

    Course signups

    Now
    –
    Target
    500
    By
    3 quarters

    Steps

    1. 1

      Outline modules

      Five workflows.

      Deployment Strategist 1 month

    2. 2

      Record

      Short lessons.

      Deployment Strategist 2 months

    3. 3

      Build page

      Signup and certificate.

      Founding Design Engineer 1 month

    4. 4

      Promote

      Founder posts and dinners.

      Marketing Lead ongoing

    5. 5

      Follow up

      Offer demos to firms.

      Founding Account Executive ongoing

    6. 6

      Update

      Quarterly.

      Deployment Strategist quarterly

    First result
    3 quarters
    Cost
    Staff time only
    Owner
    Deployment Strategist

    Smallest test

    Run one public live session.

    Why it works

    Turn the training into a free course for fund finance teams: workflows for capital calls, NAV questions, LP requests and portfolio data, with templates. Graduates get a certificate; customers get advanced sessions.

    It positions Hanover Park as "the way fund CFOs adopt AI" and creates a list of engaged finance teams.

    Risks and how to handle them

    • Teaches use of rivals' data

      Focus on workflows tied to a clean ledger.

    Evidence

    • HiringDeployment Strategist (open): "the single biggest constraint is now the gap between 'signed' and 'evangelist'"; the role is "turning every signed deal into a reference account", building SOPs for "capital calls, NAV close, audit prep, GP reporting" and training CFOs and their teams to use Hanover Park's MCP connector "for their daily workflows". "Your only outcome metric: time to turn a signed customer into a raving fan."Source
    • HiringMarketing Lead (New York, on-site, posted October 20, 2026): "We're bringing on our first marketing hire" for "an audience of fund CFOs, GPs, and finance teams who are hard to impress and harder to reach", across brand ("hold the bar across the website, decks, product, and social"), events ("intimate CFO dinners, VIP experiences, and our first customer conference") and growth ("Run fast experiments to find repeatable, scalable channels"; "Partner with sales and engineering on pipeline, content, and launch moments"). "Nobody has defined what we look like to the outside world yet."Source
    • Your websiteFund Administration and AI Agents pages: "Same-day capital activity"; "90% of cash auto-reconciled"; "30+ health checks happen automatically" ("commitment limits, allocation math, LPA compliance, prior call reconciliation"); "Human review on every capital" call; a "dedicated services team"; cash "reconciled every 15 minutes".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    Every capital call goes through "30+ health checks" (commitment limits, allocation math, LPA compliance, prior call reconciliation). Most funds check these by hand in spreadsheets.

    Medium impactLow effort First result in 1 month Fund Accounting Controller

    First action

    Write the first ten checks in plain language.

    How to measure it

    Downloads

    Now
    –
    Target
    300
    By
    1 quarter

    Steps

    1. 1

      Write checks

      Plain language.

      Fund Accounting Controller 1 week

    2. 2

      Design

      One-page PDF.

      Founding Design Engineer 2 days

    3. 3

      Landing page

      With a short form.

      Founding Design Engineer 1 day

    4. 4

      Promote

      Founder post.

      Co-Founder and CEO 1 day

    5. 5

      Follow up

      Emails to downloads.

      Founding Account Executive ongoing

    6. 6

      Measure

      Demos from downloads.

      Business Operations Lead monthly

    First result
    1 month
    Cost
    $0
    Owner
    Fund Accounting Controller

    Smallest test

    Post five checks on LinkedIn.

    Why it works

    Publish the checklist as a free download and a short guide, with a call to action to see the checks run automatically.

    It shows expertise, is useful on its own, and attracts exactly the person who runs capital calls.

    Risks and how to handle them

    • Gives away know-how

      The value is automation, not the list.

    Evidence

    • Your websiteFund Administration and AI Agents pages: "Same-day capital activity"; "90% of cash auto-reconciled"; "30+ health checks happen automatically" ("commitment limits, allocation math, LPA compliance, prior call reconciliation"); "Human review on every capital" call; a "dedicated services team"; cash "reconciled every 15 minutes".Source
    • HiringMarketing Lead (New York, on-site, posted October 20, 2026): "We're bringing on our first marketing hire" for "an audience of fund CFOs, GPs, and finance teams who are hard to impress and harder to reach", across brand ("hold the bar across the website, decks, product, and social"), events ("intimate CFO dinners, VIP experiences, and our first customer conference") and growth ("Run fast experiments to find repeatable, scalable channels"; "Partner with sales and engineering on pipeline, content, and launch moments"). "Nobody has defined what we look like to the outside world yet."Source
  • 20

    The company is scaling from about 60 to 100 people and hiring fund accountants. Buyers worry about who reviews the AI; the site says "Expert accountants review" but shows none of them.

    Medium impactLow effort First result in 1 quarter Marketing Lead

    First action

    Ask five team members to be profiled.

    How to measure it

    Team page views per demo

    Now
    –
    Target
    Tracked
    By
    1 quarter

    Steps

    1. 1

      Get consent

      Five people.

      Marketing Lead 1 week

    2. 2

      Interview

      Short profiles.

      Marketing Lead 2 weeks

    3. 3

      Build page

      Team and credentials.

      Founding Design Engineer 1 week

    4. 4

      Use in sales

      Deck slide.

      Founding Account Executive 1 day

    5. 5

      Use in hiring

      Job posts.

      Marketing Lead 1 day

    6. 6

      Add new hires

      Monthly.

      Marketing Lead monthly

    First result
    1 quarter
    Cost
    $0
    Owner
    Marketing Lead

    Smallest test

    Profile one fund accounting lead.

    Why it works

    Profile the fund accounting team (credentials, experience, what they review) with consent on a team page and in the Builders blog. Use the same pages in recruiting and in sales decks.

    Seeing the experts behind the review answers the main AI objection and helps hiring.

    Risks and how to handle them

    • Recruiters poach staff

      Profile roles and credentials, not every name.

    Evidence

    • HiringBusiness Operations Lead (posted October 1, 2026): "We're ~60 people scaling to ~100 by year end"; the role builds "capacity, utilization, and performance visibility for fund accounting and services", owns "the company financial model" and "dashboards, trackers, and live priority views".Source
    • HiringSRE (Platform) Engineer (posted September 21, 2026): "In under a year, we've scaled to over $40 billion in assets under administration, serving investment firms and LPs that include top-5 banks and major endowments"; Hanover Park "built a proprietary general ledger accounting system from the ground up" and bundles fund administration with "investor portals, AI-powered portfolio management, KPI collection". Fund Accountant (Associate, Controller, Director) and Founding Design Engineer roles are also open.Source
    • Your websiteHomepage: H1 "AI-native fund operations"; "$40B Assets under administration" and "10K Limited Partners" in the hero, but the logo band below says "Trusted by funds managing over $20B of assets" in one version and "$40B" in another; results "90% Cash transactions auto-categorized" and "80% AI email agent actions approved without edits"; one call to action, "Request Demo".Source
  • 21

    The Marketing Lead is asked to partner on "launch moments". The site shows 10K LPs on the platform, but feature news (automated payments, Ramp sync) is posted only on the blog.

    Medium impactLow effort First result in 1 quarter Marketing Lead

    First action

    Write the note for the next launch.

    How to measure it

    GPs using the note

    Now
    –
    Target
    50%
    By
    2 quarters

    Steps

    1. 1

      Pick launches

      LP-facing only.

      Marketing Lead 1 week

    2. 2

      Template

      Note and banner.

      Marketing Lead 1 week

    3. 3

      Portal banner

      Opt-in per GP.

      Founding Design Engineer 2 weeks

    4. 4

      Send

      With each launch.

      Deployment Strategist ongoing

    5. 5

      Social post

      Short clip.

      Marketing Lead ongoing

    6. 6

      Measure

      Adoption by GPs.

      Business Operations Lead monthly

    First result
    1 quarter
    Cost
    $0
    Owner
    Marketing Lead

    Smallest test

    Try with one GP on the next launch.

    Why it works

    For each launch that touches LPs, give GPs a ready-made note and portal banner to tell their LPs, plus a short post on LinkedIn.

    Each launch reaches thousands of LPs through the GPs, and GPs look good for it.

    Risks and how to handle them

    • GPs want control

      Always opt-in.

    Evidence

    • Your websiteHomepage: H1 "AI-native fund operations"; "$40B Assets under administration" and "10K Limited Partners" in the hero, but the logo band below says "Trusted by funds managing over $20B of assets" in one version and "$40B" in another; results "90% Cash transactions auto-categorized" and "80% AI email agent actions approved without edits"; one call to action, "Request Demo".Source
    • HiringMarketing Lead (New York, on-site, posted October 20, 2026): "We're bringing on our first marketing hire" for "an audience of fund CFOs, GPs, and finance teams who are hard to impress and harder to reach", across brand ("hold the bar across the website, decks, product, and social"), events ("intimate CFO dinners, VIP experiences, and our first customer conference") and growth ("Run fast experiments to find repeatable, scalable channels"; "Partner with sales and engineering on pipeline, content, and launch moments"). "Nobody has defined what we look like to the outside world yet."Source
    • Your websiteTestimonials include buyers on the LP side: a "Top U.S. University Endowment" ("a compelling next-generation fund administrator for institutional-grade managers") and a "Premier VC Fund of Funds with $2.6B+ AUM" ("As an LP in hundreds of funds and over 80 GPs, we've seen many fund administrators"). The LP Experience page offers digital subscription documents, KYC/AML and accreditation checks, and a permissioned LP portal.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

Make a demo (opens programmable.digital in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 26, 2026, and cites them throughout. Hanover Park did not commission, review or endorse it, and Programmable is not affiliated with Hanover Park. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Hanover Park runs its business.

Something wrong, or do you represent Hanover Park? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    Page titles, one AUA figure, demo-form qualification, customers page, slug and excerpt fixes, switching page; start source tracking.

  2. Days 31 to 6011 ideas

    CFO dinners, go-live references, LP channel, emerging managers, advisors, diligence pack, founder posts, comparison pages; the health-check checklist, team page and LP launch notes.

  3. Days 61 to 903 ideas

    Commit to the summit, the benchmark and the AI academy.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value fast migrations and same-day capital activity. The most cited problem: slow quarterly closes.

  • Real-time answers instead of spreadsheets
  • Data scattered across emails and Excel
  • In their words: “source of truth”

Market

Competitive landscape

4 competitors compared: Juniper Square, Carta, Aduro Advisors and Standish Management.

  • Gap to exploit: Fast administrator switching
  • Juniper Square: Broad platform, less focused on AI-run accounting
  • Carta: Software-first service model

Hiring signals

Hanover Park is building its go-to-market from zero: a first Marketing Lead for brand, CFO dinners, a first customer conference and growth experiments (ideas 1, 2, 4, 5, 6, 7, 14, 15, 16, 21), a founding AE because…

  • Marketing Lead: First marketing hire: brand, events, growth. Ideas 1, 2, 7, 16.
  • Founding Account Executive: Inbound overwhelming, no SDRs. Ideas 3, 10.
  • Deployment Strategist: From signed to evangelist. Ideas 8, 18.

From the team that wrote this playbook

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  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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