Private Investments in Alternative Assets

Engaging Investors

We made sure to emphasize what type of investor would find the fund attractive and the key reasons why they should consider investing. Surprisingly, many pitch books ignore this.

Optimizing Terminology  

We worked with the manager to reconsider and refine certain key descriptive terms in order to clarify the strategy and alleviate confusion.

Forming a Relationship

While creating the pitch book and executive summary, we formed a consultative relationship with the fund manager. As a result, we have continued to advise him on marketing strategy and have been retained to develop additional marketing pieces and reports, as well as a website.