PRODUCT CREATION

Institutional investors are inundated every day with new investment opportunities. Making a good first impression is the first step in having the opportunity to move the due diligence process forward with your fund. That first impression usually comes in the form of your marketing presentation and monthly fact sheets; the core of your messaging that differentiates you, your fund and your strategy.

At PFD&D, our team has created and refined marketing materials for hundreds of investment firms helping these managers raise billions of dollars for funds of all sizes. We know what investors expect when they review a manager’s marketing materials and we know how to best communicate this information.

COMMUNICATIONS COACHING

PFD&D services include content creation, custom models & illustrations, general design and brand creation. We clearly communicate complex strategies and provide appropriate performance metrics to best articulate and distinguish your investment performance.

Effectively communicating with investors on the phone and in person is a skill. A good communicator is as much a good listener as they are a good speaker. Based on thousands of investor and fund meetings, as marketers and as allocators, we coach managers through all the parts of the investment communication process to make the most of every investor interaction, including: