GLOBAL INVESTOR COMMUNICATION
FUND RAISING
Investment professionals will only have one opportunity to create a positive first impression when setting – or re-setting – client or LP perceptions. Simultaneously, they must meet several challenges:
- Clearly highlight the investment strategy
- Demonstrate why the strategy is timely and differentiated
- Convince investors of the strength of the investment team
This is exactly where we help. Templar enables the GP to project the image of a strong and united team, dedicated to delivering on its targeted investment strategy. Our approach uncovers and reinforces the team’s existing strengths as presenters and corrects any idiosyncratic issues and distractions. This ensures that they communicate with clarity and credibility in all environments.
We will provide advice on the presentation where required, and we will coach speakers to deliver it with maximum impact.
To find out more about fundraising presentation please contact us at sales@templaradvisors.com or send an enquiry >
Latest Insights
Briarcliff Asks: Q&A session with Templar Partner, Charles Garnett
We are pleased to share the Q&A discussion that Templar Advisors Partner, Charles Garnett, had with Jess Larsen – Founder & CEO of Briarcliffe Credit Partners. Briarcliffe are the highly regarded, fast-growing and dedicated private credit placement...
Executive Maternity Coaching: offering an alternative track for working mothers (part 2)
In Part 1 of this blog, I outlined the clear benefits to both working mothers and their employers of maternity coaching engagements. However, I believe that the coaching model can be evolved to cater for the nuanced needs of women returning from leave in financial and...
Maternity Coaching: a step in the right direction (part 1)
The ‘mummy track’ In financial and professional services, it is well-documented that many high-performing women become mothers at the peak of their career and either leave the workforce or move into a less demanding role. This plateauing of a woman’s career trajectory...