Private Equity Investor
Relations Support

Darien Group was created with the Investor Relations function top of mind. Most frequently, we contribute communications strategy, content writing, design, and production to clients' investor presentations or pitchbooks.

However, our suite of available capabilities extends to PPMs, Sustainability Reports, AGMs, speechwriting, data room preparations, etc. Effectively, so long as it doesn’t involve making introductions to prospective LPs, we can help.

Our Process

Research and Discovery

Interviews with Investor Relations team members and other internal executives prepare Darien Group to conduct strategic work and copywriting in the following phases and pinpoint the engagement's objectives.

Content Advisory

Through collaborative discovery sessions and targeted research, Content Advisory establishes a clear framework for collateral messaging, aligning the firm's stategic goals with the needs of various constituents while identifying opportunities to showcase strengths, refine positioning, and foster meaningful communication.

Fundraising Materials

Design Direction

Leveraging insights from our rangefinding process and established brand motif, the right Design Direction transforms strategic vision into intuitive, visually compelling layouts that optimize clarity and illustrate a strong narrative.

Full Wireframes

Our strategy team formalizes the recommendations and tactics developed during Content Advisory to create a full-text outline of the new deck in slide format – not yet visually branded, but structurally complete.

Production

Graphic design team members carry the wireframes through the Design Direction established earlier in the process. While we can work in many formats, most frequently the final product here is in Microsoft PowerPoint.

Best Practices for PE Pitchbooks

Revisions

Typically, we meet with clients 1-2 times after delivery of the full presentation in order to walk through edits, updates, and anywhere within the deck that requires further workshopping.

Final Delivery

The finished document is in your inbox, along with any supporting font and image files necessary for use elsewhere. It’s time for your LPs to experience your brand and narrative via these upgraded materials

Darien Group's work on pitchbooks follows a similar process to that of websites or brand development — we prioritize true integration of strategy, design, and production to yield the strongest results.

Most frequently, we work in Microsoft PowerPoint to provide IR teams with full editing flexibility throughout the document's lifespan. Presentations can be re-versioned for related purposes (AGM decks, additional strategies), and we often create PPT templates as project add-ons.

How Do You Calculate ROI on Branding in Private Equity?

Key Investor-Facing Marketing Materials

Investor Presentations

The high visibility and frequency of use of these documents create an imperative to raise the bar on all fronts. A pitchbook needs to work both during your time with a prospective investor and for the reader perusing it on her own.

Positioning, narrative, sequencing, slide optimization, infographics, copywriting, and graphic design – all these capabilities contribute to the birth of an A+ investor deck.

PPMs

Often seen as rote legal document, PPMs can actually play important roles in institutional LPs’ analysis and decisionmaking regarding fund allocations.

At Darien Group, not only do we optimize and beautify our clients’ PPMs, we’ve also taken the copywriting pen on the document for dozens of overburdened Investor Relations teams, freeing them up to focus on core activities.

ESG / Sustainability Reports

For many firms, the ESG or Sustainability report is a tentpole of their annual marketing calendar, providing LPs and general audiences with a window into the ethos behind investment activity.

Darien Group brings its skillsets to bear here as well: graphic design, content layout, editing and production. We often work closely with a client’s ESG consultant for a seamless process and optimal outcome.

The Year-In-Review (“YIR”)

The YIR is the closest most private equity firms come to creating a newsletter, showcasing the past 12 months’ investment activity, hiring, fund launches, and corporate development initiatives.

As important as the content is the delivery method. We encourage clients to consider not only email but on-website and LinkedIn activation to maximally leverage the marketing effort.