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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.

Preparing your Pitch

Being a fund investment manager does not make a marketer. Being prepared and practicing will pay off tremendously. Keep things simple. Can you explain your firm and fund in the following ways:

Preparing Pitch
  • In 50 words or less

  • In 2 minutes that includes your edge

  • Have a buttoned-up 10 minute pitch.

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” -- Abraham Lincoln
  • You are not only highlighting your fund but you need to check the boxes. Figure out what is unique to you but also make sure you have the fundamentals covered (e.g. risk management and operations).

  • Always remember your audience. What you say to a SFO will be different than to a pension.

  • In your pitch, simply explain your strategy; clearly explain how your fund fits in the investor's portfolio; and what is the idea/catalyst behind the fund or strategy.

Preparing Pitch
  • Is your message on target?

  • Are you getting second meetings?

  • What feedback have your gotten and are you incorporating them back into your pitch?

  • Are you always refining your message?


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