What we do / 04
Investor material
We write and design your pitch decks, capability and fund presentations, annual reports and factsheets. Investors, distributors and banks read them when you are not in the room.
At the end, you have documents a reader can follow without you there. Every number is one your team has checked. Disclaimers sit where your compliance team wants them.
Start a conversationHow we charge
A fixed fee, quoted in writing after the written note. We do not bill by the hour, and the number at the end matches the number at the start.
What you get
We write each document for the person reading it: an investor, distributor, bank or partner. Once work is agreed, we sign an NDA as standard.
Pitch decks
For your own fundraise or a mandate pitch. The opportunity, why your firm, and what you are asking for. Short enough to be read in full.
Capability presentations
The deck about your firm, for banks, distributors and partners. What you do, who you serve, who does the work, and how you work together.
Fund and strategy presentations
For AIF, PMS and fund managers. Strategy, process and team, explained plainly for distributors and investors. Risk wording comes from your compliance team, word for word.
Annual reports
We design the whole report and write the chairman's or MD's letter and the corporate overview. Statutory reports and financials are laid out exactly as your team and auditors give them.
Factsheets
For a fund or strategy. We design an editable factsheet template, and your team drops in the new numbers at every update. Your team supplies and checks every figure.
One-pagers
A single page on your firm or a strategy, for a banker, distributor or partner to keep after the meeting.
How it works
Our Brand & Communication Manager runs the work from start to finish, with the same small team on your account throughout.
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Begin with a written note
Send your website or your current deck. Our Brand & Communication Manager writes back with three or four specific changes. If the note helps, we talk about the documents you need.
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Rules read, numbers from you
We read the rules on how your firm may show performance and risk, and every number comes from your team. We do not give legal or investment advice.
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Storyline, copy and design
Our Brand & Communication Manager sets the storyline and writes every page, and a small design team lays it out. If your identity needs work first, we say so.
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Signed off by compliance
Drafts go to your compliance team, risk wording included. Nothing is published or sent to an investor until they approve it. Then you get the files in the agreed formats.
Contact
Send us your website.
Tell us in a line what your firm does, and send your website or current deck. Within a week, our Brand & Communication Manager sends you the written note. If it helps, we quote a fixed fee in writing. If not, we do not follow up.