The one thing alts managers get wrong in building their pitch book

Doesn’t matter the role, skillset, or experience, practically every investment professional seems to have an opinion on the “right” way to build their pitch book (a/k/a “marketing deck,” “pitch deck,” etc). And it’s because of that we see so many of them doing it “wrong.” You know the saying, “put 10 economists in a room…

Video versus traditional pitch deck – What wins?

This is a very relevant question. It is asked a lot. The pitch deck (aka marketing deck) is an industry staple. Their use is established and required. The exchange of a deck is almost ceremonial in nature. Formal conversations can’t really begin until this exchange occurs. The request for a pitch deck is an industry…

Stop using your pitch deck as a presentation deck

Talking at a prospective LP as you walk through a marketing deck filled with wall-to-wall text and numbers is rarely an enjoyable experience for them. It’s also not conducive in helping you create the rapport and engagement you want. The presentation deck is something that can fill this gap. Generating momentum in your fundraising process…

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