Let’s Talk About Marketing Materials
Need help creating clear, compelling materials to support fundraising, transactions, or strategic initiatives? Let us know, and one of our advisors will be in touch promptly.
Marketing Materials
The Marketing Materials Presentation phase is where we bring the opportunity to life for potential investors or buyers.
By creating compelling, data-driven materials, we ensure your business is positioned to attract the right stakeholders and generate interest.
Define Marketing Objectives
Inputs
Insights from the valuation and transaction structuring phases
Key messages to highlight for different investor profiles
Actions
Determine the purpose of the materials (e.g., attract strategic investors, emphasize growth potential)
Align the messaging with the seller’s goals and target audience
Output
A clear set of objectives and key themes for the marketing materials
Gather Content & Data
Actions
Collect key financial data, operational metrics, and market insights
Highlight growth drivers, competitive advantages, and strategic plans
Output
A comprehensive repository of data and content to be included in the materials
Develop Draft Marketing Materials
Actions
Create professional documents, such as the Confidential Information Memorandum (CIM), investor presentations, and teasers
Ensure consistency in tone, branding, and messaging
Output
Initial drafts of marketing materials, including visuals, charts, and data summaries
Refine & Tailor Materials
Actions
Customize materials for specific investor audiences (e.g., strategic vs. financial buyers)
Highlight value propositions relevant to each investor type
Incorporate feedback from internal and external stakeholders
Output
Polished, tailored marketing materials ready for presentation
Present to Target Investors
Actions
Distribute materials to targeted investors or buyers under confidentiality agreements
Provide additional clarifications or data upon request
Address investor queries during initial presentations
Output
Marketing materials successfully presented to engaged investors
Review & Feedback Loop
Actions
Gather feedback from potential investors to assess their interest and refine messaging
Revisit earlier steps if adjustments are needed to enhance materials
Output
Updated materials based on investor feedback, ensuring maximum engagement
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Marketing Materials Presentation
Define Marketing Objectives
Insights from the valuation
Transaction structuring phases
Key messages to highlight for different investor profiles
Determine the purpose of the materials
Align the messaging with the seller’s goals and target audience
A clear set of objectives and key themes for the marketing materials Marketing Materials Presentation
Gather Content & Data
Collect key financial data, operational metrics, and market insights
Highlight growth drivers, competitive advantages, and strategic plans
A comprehensive repository of data and content to be included in the materials Marketing Materials Presentation
Develop Draft Marketing Materials
Create professional documents
Investor presentations, and teasers
Ensure consistency in tone, branding, and messaging
Initial drafts of marketing materials, including visuals, charts, and data summaries Marketing Materials Presentation
Refine & Tailor Materials
Customize materials for specific investor audiences
Highlight value propositions relevant to each investor type
Incorporate feedback from internal and external stakeholders
Polished, tailored marketing materials ready for presentation Marketing Materials Presentation
Present to Target Investors
Distribute materials to targeted investors or buyers under confidentiality agreements
Provide additional clarifications or data upon request
Address investor queries during initial presentations
Marketing materials successfully presented to engaged investors Marketing Materials Presentation
Review & Feedback Loop
Gather feedback from potential investors to assess their interest and refine messaging
Revisit earlier steps if adjustments are needed to enhance materials
Updated materials based on investor feedback, ensuring maximum engagement