Heckman Global is a global equity research firm specializing in delivering institutional-grade research and strategic market insights to a diverse range of clients, including asset managers, funds of funds, family offices, and institutional investors. The firm provides high-quality, data-driven research publications that support investment decision-making across global markets.

Heckman Global is a boutique equity research firm serving top institutional investors—including clients like Fidelity, AGF, and Artisan Partners. From 2021 to 2024, I worked closely with founder Lila Heckman, a former strategist at Solomon Smith Barney and Bear Stearns, to upgrade the firm’s digital presence and improve go-to-market efficiency.

When I joined, Heckman Global’s infrastructure was dated and fragmented:

Newsletters were sent through Infusionsoft (Keep), costing thousands annually

Research reports were stored on AWS S3, complicating access and distribution

No official website existed for the brand

I began with a cost audit and system consolidation, shifting the firm’s operations onto Flodesk—a modern email platform with lifetime beta pricing at just $19/month. This move reduced annual costs by over 90% while also improving design, UX, and newsletter deliverability.

✔ Built a new Webflow site

Heckman Global had no web presence before 2022. I designed and launched their first Webflow website, giving the firm a sleek, professional look that reflected its position in the institutional research space.

✔ Tripled the email list

By leveraging Clay.com and a deep scrape of Morningstar’s global equity fund listings, I identified hundreds of high-value fund managers. Using Clay’s enrichment waterfall, I located verified emails and sent out personalized free trial research reports, boosting our list size by 3×.

✔ Consolidated operations into one system

We sunset AWS and Keep, and centralized everything into Flowdesk—reducing friction, improving analytics, and streamlining delivery across four paid research publications:

Global Investment Outlook

Emerging Markets Equity Allocator

All Country Equity Allocator

Global Balancing Act

Email List Growth

Grew subscriber base by 200%

Sourced and enriched hundreds of new high value leads via Clay + Morningstar

Cost Savings

Replaced $3,000–5,000/year tool stack with $228/year solution

Consolidated newsletter and file delivery into Flodesk

Digital Upgrade

Built and launched Heckman Global’s first-ever website on Webflow

Improved newsletter open and click-through rates with better design