Our approach is consultative and diagnostic.

We build custom strategies based on the needs of our client's platform. 

 
Investor Marketing
Materials

Deep industry experience

We specialize in producing institutional-quality investor marketing materials including pitch books and investor presentations, PPMs, risk reports, investor letters, one-pagers, case studies, and terms sheets. We have the experience and capability to run the process from end to end. We will help you create a dynamic and compelling structure for your materials, write clear and sophisticated copy with your strategy in mind and create beautiful and effective design. We can also help you create your pitch and provide presentation coaching.

We have sat in numerous investor meetings across the institutional and high-net-worth investor community globally and have a deep understanding of what LPs are looking for and how their diligence process works. We bring 10 years of experience creating and utilizing marketing materials in alternative asset management to your project. 

 
Investor Relations Advisory

Extension of our client's resources

We have spent our entire career specializing in investor relations across a number of investment strategies. We have experienced first-hand that resources are often stretched with in-house investor relations teams and we understand that not every firm needs in-house investor relations professionals. We can become an extension of your resources and offer consultative advisory services for all the needs of your investor relations and client service platform. We can help you choose a vendor, structure and setup datarooms, CRMs, client portals, and DDQ technology, having worked with vendors such as Imagineer, Backstop, Salesforce, and IntraLinks. We can consult with and for you on your client service model, LP diligence execution, preparing for meetings, fundraising management and internal and external process management. Through our deep industry expertise and long-standing relationships with GPs and LPs in the industry, we will advise you on what is best-practice in the space and create further alignment between you and your investors.

 
Events & Annual Investor Meetings

High-engagement event programing

We have planned and executed on over 50 investor events, including nearly 15 private equity Annual Meetings (AGMs). We understand how stressful planning an AGM or investor event can be. We have significant expertise quarterbacking everything from venue-selection, to agenda and speakers, to logistics to presentations. We have deep expertise in the creation of portfolio company materials for AGMs and understand how to work with your team to communicate your investment performance effectively. Together with our design expertise, we can ensure your meeting and presentation materials are effective and compelling to your investors. We can also provide services for conferences, roundtables and conference calls/ webinars.

 
Website Content & Design

Industry appropriate web content

We offer everything from complete production from scratch, to re-design to writing copy for your website. In partnership with our web designers, we can create impactful, high-quality websites that are appropriate for your industry. Tarplin Consulting creates the framework and writes sophisticated, clean copy to hand over to our designers to create a state-of-the-art web experience for your audience. We will oversee the entire construction from planning to deployment. 

 
Other
Industries

Beyond investment management

We are not limited to our private equity and hedge fund expertise. We work with a variety of clients across industries, including portfolio companies in manufacturing, food & beverage, consumer, infrastructure, packaging, technology and media.

 
You Tell
Us

Customized services

Don't see the services you need? Tell us what you have in mind and we can create a customized approach. ​

Learn more about our pricing structure

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© 2019 by Tarplin Consulting.