Hedge fund pitch book

Finally, if youre working at a hedge fund or other investment firm, youll research and pitch stocks on the job regularly. The stock pitch that landed a wharton student a hedge fund interview. A pitch book is one of the most critical components of a firms marketing and communications efforts. The 10 steps to writing a pitch book for institutional. Pitch book template example for investment banking pitch. Ten commandments for pitch book salvation the hedge. A hedge fund pitchbook is a key marketing tool used by funds, money managers, wealth managers, and ctas which highlights the unique value of their investment program to prospective clients and investors. There are five ways to improve the impact of your hedge fund pitch book with institutional allocators, according to jd david pictured, partner and chief operating officer at meyler capital. This article will provide an overview of the most common parts of a hedge fund pitchbook. Keep your hedge fund pitch book simple hedge fund marketing.

Amidst plateauing global equity markets, hedge funds poured into the vc asset class in recent years. A pitchbook is a sales book created by an investment bank or firm that details the main attributes of the firm, and it is used by the firms sales force to. Hedge fund pitch book investment banking books ovis. While some have questioned the need for such a document, it doesnt change the fact that majority of hedge fund investors expect to see a formal presentation the value of a hedge fund pitch book is not measured in bulk weight. Marketing a hedge fund is one of the more difficult parts of running and managing a fund. The companys services include a wide variety of relative value arbitrage along with long and short trading strategies like convertible arbitrage, option volatility arbitrage, event arbitrage among the others, enabling investors to capitalize on longterm positive trends in the hedge fund industry. Many times, managers will discuss investments into a fund through a facetoface meeting with a potential investor. Five ways to make your hedge fund pitch book more impactful. Created properly, a financial services or hedge fund pitch book identifies a firm, supports its brand and communicates its message to current and potential clients, investors, employees and new hires. Write a pitch book, pitchbook, pitch deck presentation of data to help start a hedge fund or investment fund including research, pricing with examples like a template used to raise assets from.

Hedge fund pitch book terebellum investment group slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Sample pitch book template ppt for a winning investment banking pitch book, real estate investment or hedge fund pitch book presentation. The stock pitch that landed a wharton student a hedge fund. For hedge funds, the pitchbook is a foundational marketing material. Hedge fund pitch book terebellum investment group slideshare. Provider of investment services intended to provide earlystage hedge fund investment. There are five ways to improve the impact of your hedge fund pitch book with institutional allocators, according to jd david pictured, partner. A simple, fivepoint preflight checklist for creating pitch books that effective hedge fund portfolio managers never miss. Hedge fund managers and ctas must create a strong first impression when presenting a strategy to investors. Whether you re an established or emerging manager, a stellar pitchbook. A hedge fund pitchbook is a key marketing tool used by funds, money managers, wealth managers, and ctas which highlights the unique value of their. When it comes to fund raising, one key piece of the process is the hedge fund pitch book. Known as a pitch book or tear sheet, this covers the basic information on the funds strategy and manager, and its terms for investing.

Hedge fund pitchbooks financial marketing and technology. Pitch book template example for investment banking pitch book. If you continue browsing the site, you agree to the use of cookies on this website. One response to ten commandments for pitch book salvation.