As a document that structures hundreds of investor meetings, the pitchbook is a critical marketing tool for capital raisers that creates many lasting impressions.
We produce institutional-caliber marketing presentations that strategically position client firms and their funds as differentiated and attractive options for LPs. Our pitchbooks incorporate attractive designs, tightly structured layouts, elegantly formatted exhibits, and effective messaging to engage audiences.
We take the time to understand the specific needs and circumstances for each client to produce a polished investor presentation that delivers results. We consider the voice and tone of those executives at a firm who pitch most frequently, presentation style preferences, a firm’s internal editing and printing needs, and whether the document will often be sent ahead or left behind.
We’ve created and produced over 50 presentations since 2015, during which we’ve collected a set of best practices and strategies that we are memorializing in an upcoming blog series, Best Pitchbook Practices.