Collateral Systems for Private Equity

Brand development is only valuable if it carries through to the tools firms use every day. For private equity, that means ensuring the new visual identity is faithfully applied across presentations, email templates, LinkedIn graphics, and other core assets.

Darien Group creates collateral systems that make it easy for firms to use their brand consistently. From the straightforward (letterhead, LinkedIn banners) to the more complex (PowerPoint templates, legacy document redesigns, and data room documents), we provide the suite of tools that ensure firms can apply their new brand with confidence.

Corporate stationery set including a brochure with bridge photo, two business cards, and an envelope, all branded with Duration Capital Partners logo on a gray background.
Open and closed brochures titled 'Supporting the Transportation Ecosystem' with images of infrastructure and workers.
Corporate brochure preview showing Duration Capital Partners' fund brochure, infrastructure overview, core values, team members, industry specialists, and ESG journey slides.
Corporate stationery set including a brochure with bridge photo, two business cards, and an envelope, all branded with Duration Capital Partners logo on a gray background.
Open and closed brochures titled 'Supporting the Transportation Ecosystem' with images of infrastructure and workers.
Corporate brochure preview showing Duration Capital Partners' fund brochure, infrastructure overview, core values, team members, industry specialists, and ESG journey slides.

Why Collateral Systems Matter

Consistency Across All Touchpoints
Investors, sellers, intermediaries, and management teams interact with firms through many channels. Collateral systems preserve consistency across them all, ensuring that the brand is recognizable whether it appears on a website, in an email, or on a presentation slide.
Faithful Translation Across Mediums
Each platform has its quirks. A color palette that works in Adobe or Figma has to be translated carefully into Microsoft Office. Typography needs to be handled differently for print versus digital. We ensure that every adaptation of a brand is both faithful and functional.

Our Approach

Collateral is where a brand’s discipline is tested. We create systems that ensure design and language hold together across every format a firm uses. Each element is built with the same care as the brand itself—so that presentations, reports, and investor communications all feel like part of one continuous identity.
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Core Assets
We typically deliver a suite of assets that includes:
  • Microsoft PowerPoint templates
  • Microsoft Word templates (letterhead, memos, reports)
  • Email marketing templates compatible with client systems
  • LinkedIn banners and social media graphics
  • Data room document production and customized branding for third-party platforms
  • Other platform-specific assets as required
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PowerPoint & Document Redesigns
The most complex collateral challenge is often PowerPoint. We work with clients to inventory the types of slides they actually need to manipulate — charts, timelines, team pages, case studies — and design templates that balance flexibility with polish.

When clients have important documents already built in older branding (or in Adobe/Figma), we translate those into the new brand faithfully. This may include redesigning thought leadership reports, case studies, or internal decks, ensuring they are consistent, professional, and easy to use going forward.
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Data Room Support
When firms open data rooms as part of a fundraising process, every detail contributes to investor perception. We support both the customized branding available within third-party data room platforms and the design and production of the documents uploaded there. These materials often include duplicative or supplemental versions of pitch decks, diligence documents, and fund reports. We ensure everything presented in the data room reflects the firm’s brand consistently and professionally.
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Scalable Systems
Our collateral systems are designed for ongoing use. They give firms the ability to apply their brand independently while still looking professional and consistent.

When a deliverable requires more than design — for example, reworking the content of an investor presentation, massaging sequencing, or rewriting text — the work transitions into our Materials practice. At that stage, our strategy team becomes involved to ensure both the message and the design align.
Brand guideline presentation showcasing Summit Park business cards with green and white backgrounds, logo, typography, and social media examples.
Smartphone displaying Pacific Avenue Capital Partners LinkedIn page with strategic change content and a laptop showcasing the same business website.
Two event documents for Harvest Partners CEO Leadership Forum April 15-16, 2025 at West Point, NY, showing agenda and event details.
Slide name

Questions We’re Asked Most Often

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What is typically included in a collateral system?

A collateral system usually includes templates for presentations, one-pagers, tear sheets, brochures, and firm overviews. It creates a consistent structure your team can use across marketing, BD, and portfolio communications.

Do you provide PowerPoint templates that we can edit ourselves?

Yes. All templates are fully editable in PowerPoint.

Can you retrofit old documents into our new brand?

Absolutely. We can update existing decks, one-pagers, and other materials to match the new brand system - tightening content, improving structure, and elevating overall design.

How do you ensure colors and typography translate correctly into Microsoft Office?

We confirm early in the process what your team prefers - software, file formats, and whether custom or system fonts are most practical. This ensures every deliverable is right-fitted for your workflow and renders consistently across PowerPoint, Word, and internal devices.

How does collateral differ from investor materials?

Collateral is designed for broad communication, encompassing firm overview decks, pitch materials, tear sheets, and marketing one-pagers. Investor materials are more technical and diligence-driven, such as PPMs, DDQs, fund decks, and reporting. Both benefit from strong branding, but they serve different audiences and depth of detail.

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Start the Conversation

Need to ensure your brand shows up consistently across every channel? Start a conversation with Darien Group about collateral systems for private equity firms.
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