Sample Pitch Book




The Business Investor: Learn how to pitch your business plan when your face to face with a business investor. While there's no shortage of reading about “how to pitch for funding”, from what we can tell, a lot of what's wrong. To build a case that separates your business venture from your competition, your business investor pitch must include a well written business plan, a sixty-second elevator pitch, and plenty of solid oral arguments.Do not create a PowerPoint presentation that is longer than 30 pages. There are some institutional money managers who run 3 similar funds and will sometimes cover each of these within a single presentation, but this is the exception. 95% of the people who you will send the PowerPoint presentation to will not ready more than 15 pages of the material unless you are walking them through it over the phone or in person. Stress your team, investment process and risk management controls and how they all interact inside the operations of your hedge fund. Below is a list of my top 10 tips to those professionals who are looking to create a pitch book for their hedge fund. My advise to both $30M and $1M hedge funds is that you can never start this process early enough, it is an iterative constantly evolving project which will never be complete. Here are the top 10 tips for creating your hedge fund marketing materials. Make your competitive advantage clear and do not rely upon canned phrases such as “positive returns within bull or bear markets” anyone who reviews hedge fund materials for a living see these by the hour. Your advantage must be unique. Stress the importance and individual functions of your team, your experiences and pedigree. This should be the foundation upon which everything else is built. Do not send any pitchbook or marketing material out before speaking with a qualified compliance or legal counsel on your team. Create a one page marketing sheet, full 13-20+ page PowerPoint presentation and one page newsletter which would be released monthly providing your view of the markets within your niche area of expertise. Work with high caliber service providers so that you don’t bring extra skepticism upon a relatively new fund which may already be scrutinized by potential investors and advisors. Use your whole team and prime brokerage business partners and other service providers to improve your marketing materials. Professionals who work in prime brokerage or administration see many types of marketing materials and can help provide valuable feedback at no additional cost to your fund. A pitch book is a marketing device used by investment banks in the United States. It consists of a careful arrangement and analysis of the investment considerations of a potential or current client, and/or a reference for comparison for an employee in an investment or commercial bank. Its purpose is to secure a deal for the investment bank with the potential client.

No comments:

Post a Comment