Financial trading fund: Refining a financial trading fund’s pitchbook messaging

Need:

Can you condense and improve our fund pitch deck? Ahead of a drive to raise fresh capital, the team behind this statistical arbitrage fund needed to refresh their marketing presentation. They wanted to showcase not just the fund’s strong track record but also the trading agility and efficiency making it possible.

Approach:

It takes time to understand how a unique statistical arbitrage strategy, developed over many years, produces exceptional risk-adjusted investment returns. In this case, one of fund adviser’s principals took 90 minutes to describe the trading style behind a record of asymmetric investment returns, as well as the experience of his small team of colleagues. After the conversation, a pitchbook was written that was completed within three drafts. Using PowerPoint, we were also able to propose a simple but striking design.

Outcome:

The final pitchbook described how a clearly identifiable trading edge drove strong investment returns. It did so in seven short pages, quickly telling the fund’s story to time-poor investors in organisations like family offices who receive lots of similar presentations. The pitchbook provided the foundation for a successful fundraising.