Development Services

Institutional investors are inundated every day with new investment opportunities. Making a good first impression is the first step in having the opportunity to move the due diligence process forward with your fund. That first impression usually comes in the form of your marketing presentation and monthly tear sheets; the core of your messaging that differentiates you, your fund and your strategy.

how it works

At Fifth Rock, our team has created and refined marketing materials for hundreds of investment firms helping these managers raise billions of dollars for funds of all sizes. We know what investors expect when they review a manager’s marketing materials. We know how to best communicate this information. We know how to clearly communicate complex strategies and provide appropriate performance metrics to best articulate and distinguish your investment performance.

We support managers by helping them develop these skillsets and then bolstering their efforts with industry-leading, white-labeled solutions. We also provide coaching for all the parts of the investment communication process, so you can make the most of every investor interaction and help develop the resources needed to maximize those interactions. Our development services include:

marketing presentations

• 20+ pages of fund-related content
• 2 revision rounds (additional rounds at our discretion of cost)
• 2 hours of coaching on the presentation
• Design referrals available

tear sheets

• 2 pages of fund-related content
• 1 revision round (additional rounds at our discretion or cost)
• 1 hour of coaching on the presentation
• Design referrals available

marketing plans

• Target market feasibility research and report
• Strategic planning and goals
• Positioning statement and supporting resources report
• Budgeting & planning

personal coaching

• Supplemental presentation coaching
• Phone interview and investment pitch preparation
• On-site investment meeting preparation
• On-site due diligence meeting preparation

ddq creation

• DDQ build most appropriate for your fund and strategy
• Creation of content for the DDQ that is consistent with what investors expect to read
• Editorial Assistance with existing DDQ content
• Advice and discussions of how to most effectively answer DDQ questions that are difficult for smaller funds