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:

  • 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.

  • 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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