Pitchbooks

Learn how to build private equity fundraising pitchbooks from scratch, or just generate a few new ideas for your next annual meeting presentation or PPM.

The series walks through a fundraising deck that I created for a hypothetical growth equity fund. The design illustrates key elements of a GP’s investment and value creation strategy using the value creation models on this site.

All the presentation data, analyses, and charts are provided in Microsoft Excel and PowerPoint downloads that are available to ValueBridge.net subscribers.

Feel free to get in touch with me through the support page or my consulting website if you need additional help or bandwidth updating your private equity pitchbooks, PPMs, or DDQs, as well as track record and value creation models.

Fundraising Deck: Introduction

Part 1 – Overview of a growth equity fundraising deck that uses fund and portfolio company performance metrics to illustrate key elements of the GP’s investment and value creation strategy. The first few slides cover the firm and team.

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July 12, 2025 / Mike Reinard

Fundraising Deck: Investment Strategy

Part 2 – Overview of a growth equity fundraising deck. The next three slides cover the Fund’s investment strategy, investment characteristics, and origination process.

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July 16, 2025 / Mike Reinard

Fundraising Deck: Market Overview

Part 3 – Overview of a growth equity fundraising deck. Three market overview slides cover the Fund’s target investment sectors, as well as portfolio companies, capital deployment, and returns in each sector.

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July 17, 2025 / Mike Reinard

Fundraising Deck: Value Creation

Part 4 – Overview of a growth equity fundraising deck. Four value creation slides cover strategy, the return drivers in 15 exited portfolio companies, and efforts to maximize transaction values at exit.

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July 21, 2025 / Mike Reinard

Fundraising Deck: Track Record

Part 5 – Overview of a growth equity fundraising deck. Three track record slides cover gross and net returns for funds, sectors, and individual deals, as well as TVPI and DPI comparisons to median and top-quartile benchmarks.

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July 30, 2025 / Mike Reinard

Fundraising Deck: Case Studies

Part 6 – Overview of a growth equity fundraising deck. Eight slides cover four portfolio company case studies. We focus on key value creation initiatives driving ROI.

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August 3, 2025 / Mike Reinard

Fundraising Deck: Conclusion

Part 7 – Overview of a growth equity fundraising deck. Three conclusion slides provide a presentation summary, principal terms, and contact details.

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August 4, 2025 / Mike Reinard

Fund Raising Deck: Track Record Details

Part 8 – Overview of a growth equity fundraising deck. Seven track record detail slides in Appendix A cover gross and net returns for each fund, sector, and portfolio company.

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August 5, 2025 / Mike Reinard

Fundraising Deck: Team Biographies

Part 9 – Overview of a growth equity fundraising deck. Eight slides in Appendix B provide team biographies for 16 investment, operations, and marketing professionals.

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August 6, 2025 / Mike Reinard

Fundraising Deck: Performance Disclosures

Part 10 – Overview of a growth equity fundraising deck. The last section explores some of the performance disclosures that are required to satisfy legal and regulatory requirements.

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August 7, 2025 / Mike Reinard