Private Equity Fund PowerPoint
Private Equity Fund Marketing PowerPoint Presentation
In the last decade, marketers have adapted new technologies to attract investors or business partners. However, the PowerPoint presentation remains a standard and effective way to market and present to an audience. Fund marketers and business owners trying to attract investors will benefit from having a solid, professional PowerPoint. Every fund will have a different presentation but there are some common threads for making a great PowerPoint. Here are some tips on improving your PowerPoint presentation.
Private Equity Fund PowerPoint Improvement Tips
Update your PowerPoint quarterly: Most potential investors are likely to have already seen your one pager which is updated monthly. The presentation should mention your performance but the main purpose of it is to present your team’s pedigree, investment process and risk controls. Hire a professional editor to spend 1 hour reviewing the presentation after each major review, this typically costs less than $100.
3 Areas of Focus: As mentioned within the bullet point above the three areas of focus within your presentation should be team pedigree and experience, investment process and risk controls. Many managers tend to be very high level while describing their investment process and risk controls, often times using terms which are seen too often within generic industry presentations. You have to let out enough of your strategy within your marketing materials so that others know there is actually something there. Solid returns alone, even within these recent markets is not enough, you must provide some explanation of your consistent process, system and parameters for operating. Please see the following bullet points for advice on each of the three most important sections of your PowerPoint presentation
Team Pedigree: Take the time to describe all of the relevant experience that your team holds and try to explain those experiences in ways that mesh well with your firm’s investment process and approach to managing risk and executing deals. Many times certain types of experience can be valuable to managing a portfolio of investments but many times that connection needs to be spelled out within the presentation. If after creating this section you realize that your team consists of just one or two professionals without a long industry track record consider beefing up your close advisory board with industry veterans and experts in risk and portfolio management. It is important to retain capital raising talent as well, but without proper portfolio and risk management professionals or advisory professionals in place you may just spin your wheels. As you expand your team make sure and include a team hierarchy tree to your presentation, this may include your advisory team and a few service providers or research groups which you work with daily and rely upon for operations.
Investment Process: This is the most common area of PowerPoint presentations which needs improvement. I have found it easiest to try to break your investment process into 3-5 steps which could then as appropriate be broken down further during a due diligence phone call or within meetings with potential investors. I would start with a single page displaying the 3-5 step investment process your firm uses, I would follow this by 1-2 pages explaining each step of the process in great detail. This should be written with extensive enough detail not to bore seasoned investors but general enough not to lose amateur investors. Described the tools you follow, valuation process, the decision making process, research inputs, parameters for refining the universe of potential investments and triggers that may affect how the portfolio is constructed at each step. Providing a few private equity deal case studies within this part of the PowerPoint may be helpful. Use real life examples from the previous quarter and update these frequently so that analysts will be able to read into your decisions in context of the recent market conditions.
Risk Management Techniques: Analyzing the risks in investing in a certain industry or especially with young companies is a key concern for investors. Your risk management techniques can be placed within a separate section of the presentation or tacked on to the end of your investment process section within your PowerPoint. It is hard to go over-board on explaining with granularity what risk management techniques your firm employs. Start with the status quo, what tools, research, stop loss provisions and industry analysis methods does your fund rely on? Next move on to proprietary models you may be using, exclusive industry and potential investment research or experience which provides additional insight into how to manage risk within your portfolio.
More is More. It is often better to go overboard with details on your investment process and risk management details rather than not provide enough information. That said, never let your presentation grow to over 25 pages unless you have 3 or more products being presented within a single presentation. Getting your PowerPoint right is about balancing transparency and granularity with confusion and information-overload. Everyone is busy and often getting someone to invest 3 minutes to review your one pager can be a challenge of its own.
See another private equity fund marketing article
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