Your pitch book is your chance to share key details investors need during due diligence. Too little information (or the wrong kind), and they’ll walk away unimpressed. Overload them with data, and they’ll have no reason to follow up. It takes both art and science to strike the right balance, engage prospects, and move them further down the sales funnel.

The Pitch Book Template includes 1 deck, available in both Canva format and PowerPoint format. The slides were developed and put into a specific order based on years of learnings helping portfolio managers and investment boutique founders close deals with investors. The templates include:

✔ All of the slides that allocators want to see in your pitch book
✔ Easy-to-edit flexible layouts, allowing quick text and image replacements
✔ Fully customizable branding, fonts, colors, images, and data
✔ Can be exported to PDF format

Template file formats: PowerPoint, Canva (free to sign up if you don’t have an account)

Also included is a video that covers:

✔ Design principles for your pitch book
✔ How much info should go into your pitch book
✔ Explanation of all slides
✔ How to brand and customize your pitch book
✔ Best practices for fonts, layout, and images

File format: .mp4 (watch in any web browser)

ADD-ON FOR FACT SHEET POWER PACK OWNERS ONLY

Need one-on-one design or writing advice for your fact sheet?

We have years of expertise creating fact sheets that have helped portfolio managers and investment boutique founders open doors to new investors.

Purchase this add-on to receive 1 hour consulting with a design and/or writing expert from the Havener team.

✔ 1 hour consulting on any of the fact sheets from the Power Pack
✔ Meet with a designer and/or investment writer from the Havener team
✔ Meet via Zoom
✔ We will reach out within 24 business hours to schedule your consulting call.

Is your current fact sheet a firehose of data? Don’t get us wrong; there’s a place for numbers. But your leading marketing collateral—your fact sheet—is your most valuable real estate. It’s the curb appeal and should feature the most powerful parts of your story to catch a prospect’s attention.

The Fact Sheet Power Pack includes 3 fact sheet templates: quantitative, qualitative, and hybrid. Both the layout and included elements were developed based on years of learnings helping portfolio managers and investment boutique founders close deals with investors. The templates include:

✔ Key elements that allocators want to see in your fact sheet
✔ Easy-to-edit flexible layouts, allowing quick text and image replacements
✔ Fully customizable branding, fonts, colors, images, and data
✔ Can be exported for digital or print
✔ Built-in call-to-action elements

Template file format: Canva (free to sign up if you don’t have an account)

The Power Pack also comes with a video tutorial that covers how to:

✔ Select the best template for your firm
✔ Change colors, images, and fonts
✔ Edit tables
✔ Add data
✔ Add pages

File format: .mp4 (watch in any web browser)

Come to your meetings with prospective investors more prepared than ever.

The Investor Meeting Playbook includes tips and tricks gathered from our years of experience helping portfolio managers and investment boutique founders close deals with investors.

✔ Understand the audience you’re pitching to
✔ Get actionable steps to plan a better pitch
✔ Learn the top questions you should be prepared to answer
✔ Lead a meeting that builds trust and confidence
✔ Uncover tips specific to investor meetings

File format: .pdf (open with any browser)

The Meeting Prep Template includes everything you need to make note of before you come to the table.

✔ Document your meeting objectives
✔ Note key details such as firm AUM
✔ Prepare important information about your attendees
✔ Break down key topics
✔ Each section includes industry-specific advice
✔ Fully editable

File format: .docx (open with Microsoft Word, Google Docs, or other word processor)