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 or send an enquiry >

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