Prepared for Carl Dussault — CEO
Evovest
For a quant manager the whole pitch is one thing — trust the model — and allocators don't buy the deck, they buy evidence that the process is real and the numbers hold up under scrutiny.
Your Global Equal-Weighted KPI block on the homepage is rendering 'NaN%' for cumulative value added, positive monthly alpha, and information ratio — the exact proof an allocator scrolls down for, broken in place. A visitor reads that as unfinished, and it's both fixable and instrumentable today.
The signals you're sitting on
◆ SIGNAL 01
Allocator lands on the homepage and scrolls to the Global Equal-Weighted KPI panel
Reads as
A serious visitor going straight for the evidence — early eval, deciding in seconds whether the process looks rigorous.
Leaks today
They hit 'NaN%' and a blank 'As of' date instead of the proof; the first impression breaks before any intent is captured, and you never see that they got that far.
Wire this
Fix the broken data feed into the Nuxt front end first, then tag a deep-scroll-to-KPIs session as 'evaluating the track record' and open a credibility-led nurture — methodology, live performance detail.
◆ SIGNAL 02
Visitor moves from the flagship KPIs into a second strategy page (Market-Cap-Weighted or Global Market Neutral)
Reads as
An allocator comparing mandates and matching a strategy to their book — the high-intent moment where they're sizing a fit, not just reading.
Leaks today
Reads as ordinary navigation; nothing flags that a prospect crossed from 'is this real' into 'which strategy is mine,' so it never reaches a human warm.
Wire this
Wire an alert when a visitor opens a second strategy page after the KPI block, and route it to you for a tailored, strategy-specific first touch while interest is live.
◆ SIGNAL 03
Repeat visit or a request for performance detail / data-room access
Reads as
Past first-look diligence and into real evaluation — an allocator pulling the numbers apart. Expansion of a single visit into a committed evaluation.
Leaks today
Handled as a generic contact; the diligence signal and the proprietary-ML edge that actually differentiates you never frame the conversation.
Wire this
Flag returning visitors and detail/data-room requests as a diligence trigger and route them to an ML-edge-forward follow-up instead of the generic 'tailored strategies' framing.
◆ If you wire one thing
Fix the NaN% KPI block so the proof renders, then wire a deep-scroll-to-track-record session to reach a human — because the credibility moment for a quant fund lives in exactly that detail.