Hedge fund managers and CTAs must create a strong first impression when presenting a strategy to investors.
A hedge fund pitchbook is a key marketing tool used by funds, money managers, wealth managers, and CTAs which highlights the unique value of their investment program to prospective clients and investors. A pitchbook elegantly provides an overview and analysis of a program strategy and performance, and provides insight into the expertise of the strategy’s principals.
Our hedge fund pitchbook presentations are designed to educate and entice potential investors without overwhelming them with detail. We’ll tell the story of your strategy in a clear, professional presentation and deliver it in an editable format.
Frequently Asked Questions
If you are a fund manager or CTA seeking to build AUM, a pitchbook is THE sales tool you will use to “pitch” your strategy and tell your story. Pitchbooks are a financial industry standard and are integral in helping you raise assets.
A pitchbook is NOT intended to be a downloadable offering on your website, but is rather your personal selling tool. You should have an up-to-date pitchbook presentation ready for any “pitches” you give to potential clients and investors. This could be a presentation in front of a roomful of people, one-on-one, or by sending a warm lead your digital pitchbook PDF file via email ahead of or after a conversation.
Not exactly. A successful pitchbook requires a notable amount of time and attention to properly craft the right TYPE of content, the right AMOUNT of content, the right ORDER to the content, and employ the right methods to visually DISPLAY the content — all while keeping compliance and regulatory rules in mind. This artisan-type of approach to developing a successful pitchbook is not easy to get right without the help of experienced professionals versed across financial content writing, and design.
Sure, you can absolutely create your own pitchbook. However, it is our experience that fund managers and CTAs would rather be focused on reaching out to their clients and investors and managing their book of business rather than trying to take on the added role for marketer. The initial investment in a professionally created pitchbook is earned back in the time the manager can dedicate to their clients in addition to the success they’ll see using a professionally crafted pitchbook.
A fund pitchbook is not intended to spill all of a fund program’s “secret sauce” but is a pivotal selling tool designed to ignite more meaningful next-step conversations between a would-be client and the fund manager. For all intents and purposes, it is an outline of your strategy that highlights your key differentiation and tells your story, including components of your strategy, characteristics of how opportunities are discovered, and information on management.
This depends on the CTA or fund manager and if they’re new and emerging, or established, but typically the range of slides for a professional pitchbook is between 20-25 with large fonts and graphics to make them compelling. You can choose to add additional slides to highlight trades and strategies, or for specialized funds such as real estate, but the initial presentation should be tight and focused for a 30 minute “pitch”.
Over the past 10 years, we’ve honed in on a proven process and formula for creating professional pitchbooks for hedge fund managers and CTAs. Our knowledge and process comes from speaking with allocators, sitting in on pitches and first-hand experience at management conferences to develop what we believe is a winning base format. This is backed by the compliments we receive from both managers and allocators, and the referrals we receive from across the financial industry.
Professional Pitchbook Services
Your pitchbook is customized to fit your specific business. We don’t use pre-existing templates or off-the-shelf themes. We fully customize a pitchbook that will help define your unique strategy.
Development of a unique design concept that fits your brand and target audience including images, icons, and specialized layouts. Don’t have a logo? We offer logo design services too!
CONTENT CREATION AND INTERVIEW
Our content specialist will review your existing offering memos, disclosure documents, initial drafts, etc. and also conduct a 30-minute interview with the manager. An initial draft will be prepared for your review, along with additional revisions.
The design and writing happen concurrently to deliver your pitchbook as quickly as possible. However your input is important! We customize and make iterations based on your feedback.
Your final pitchbook will be delivered in a PowerPoint format. This allows you to make additional edits and updates as you pitch to different allocators and customize your messaging to fit each unique client.
Request Pitchbook Design Samples
We have the power to tell your strategy’s story.
The time and care you’ve invested in your brand is a reflection of the type of attention you put into your investment strategy. Make sure you’re first impression is a good one. We’ll provide you with an attractive and professional pitchbook presentation to help increase your assets under management.