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Important Disclaimers
This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC.

Is Your Marketing Presentation Up to the Task? First Impressions Do Matter


Marketing Presentation

On PrimeAlpha we have over 1000+ amazing funds on the platform. However, the array of marketing presentations varies greatly. This is usually the first thing that investors see so make it count.



Some of the biggest mistakes we see being made:

  • The message is not clear – “I still have no clue what they do, and I am on page 10

  • Does not tell a story

  • Too much information - “Why should I take a meeting if I got it all from the presentation

  • Over complicated and hard to understand

You have been staring at the presentation for days and weeks - you are not getting the engagement you were expecting - so take a step back and ask yourself?

  • What do we do? Who are we?

  • What makes our product and the opportunity different? Have we made a compelling argument?

  • How does it impact the investor? How does it fit in the investor's portfolio?

  • Is the presentation understandable?

  • Typically, investors will ask the same questions – have we addressed the key questions?

Marketing Presentation (10 to 20 pages):

  • Overview / Summary - Your firm, product offering, strategy, value proposition, impact to investors

  • Investment Strategy and Philosophy - Investment universe, returns generation

  • Management Team

  • Opportunity Set

  • Competitive Advantage

  • Investment Process - Process, portfolio management, and risk management

  • Terms & Service Providers

  • Case Studies

  • Track Record

  • Appendix - Firm overview / parent company; company timeline; full team bios)

  • Other - Table of contents; disclaimer

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