Institutional-quality collateral proven in $10B+ of capital raised
Institutional-quality fundraising materials proven across $10B+ in capital raised
Institutional-quality fundraising materials proven across $10B+ in capital raised
Get institutional-grade Collateral materials custom-built for your project by a team of financial experts and designers. Earn investor confidence by communicating your strategy and vision in a clear and compelling way.
Request samples from past successful projects.
With Collateral, you get high-quality collateral created by finance professionals and designers with proven experience building decks and presentations for leading firms. Request sample materials tailored to your project today.
Get institutional-grade Collateral materials custom-built for your project by a team of financial experts and designers. Earn investor confidence by communicating your strategy and vision in a clear and compelling way.
Request samples from past successful projects.
Trusted by 300+ Institutions
Trusted by 300+ Institutions
Trusted by 300+ Institutions
Get Started with Collateral Partners
Every Touchpoint an Investor
Will See — Perfected.
Comprehensive Collateral for Every Financial Touchpoint
Transaction Readiness
Investor Relations
Business Development
Strategic Positioning
Digital Communications
Transaction Readiness
Investment Memorandums
Deal books that secure funding and close acquisitions by presenting clear investment cases backed by data and strategic rationale.
Management Presentations
Executive pitch decks that win M&A processes by articulating company value, market position, and growth potential
Company Profiles
Strategic overviews that position firms for sale, partnership, or investment by highlighting competitive advantages and value drivers
Preparing firms for capital raises, M&A transactions, and strategic exits.
Explore Solutions
Transaction Readiness
Investor Relations
Business Development
Strategic Positioning
Digital Communications
Transaction Readiness
Investment Memorandums
Deal books that secure funding and close acquisitions by presenting clear investment cases backed by data and strategic rationale.
Management Presentations
Executive pitch decks that win M&A processes by articulating company value, market position, and growth potential
Company Profiles
Strategic overviews that position firms for sale, partnership, or investment by highlighting competitive advantages and value drivers
Preparing firms for capital raises, M&A transactions, and strategic exits.
Explore Solutions
Transaction Readiness
Investor Relations
Business Development
Strategic Positioning
Digital Communications
Transaction Readiness
Investment Memorandums
Deal books that secure funding and close acquisitions by presenting clear investment cases backed by data and strategic rationale.
Management Presentations
Executive pitch decks that win M&A processes by articulating company value, market position, and growth potential
Company Profiles
Strategic overviews that position firms for sale, partnership, or investment by highlighting competitive advantages and value drivers
Preparing firms for capital raises, M&A transactions, and strategic exits.
Explore Solutions
Wherever Capital Moves, We’ve Been There
Comprehensive Collateral for Every Financial Touchpoint
With proven experience across diverse investment strategies and market sectors, Collateral Partners brings specialized financial services expertise to complex communication challenges.
Whether you're pitching an investor or scaling a portfolio company, we build the materials that move capital.
With proven experience across diverse investment strategies and market sectors, Collateral Partners brings specialized financial services expertise to complex communication challenges.
Get Your Funding Materials
The Next Success Story
Could Be Yours.
The Next Success Story
Could Be Yours.
Collateral Partners' research capabilities set them apart—they aggregated bespoke market data and industry intelligence that perfectly supported our investment thesis. Their ability to synthesize complex real estate fundamentals into a compelling fundraising narrative was instrumental in our capital raising success.
Fort Capital
Chris Powers
Collateral Partners' research capabilities set them apart—they aggregated bespoke market data and industry intelligence that perfectly supported our investment thesis. Their ability to synthesize complex real estate fundamentals into a compelling fundraising narrative was instrumental in our capital raising success.
Fort Capital
Chris Powers
Instead of hiring expensive associates, Collateral Partners became our scalable capacity solution. They seamlessly jump between industries—from healthcare to manufacturing—creating pitch materials, capability presentations, and client deliverables. We've essentially white-labeled their expertise to scale without linear headcount growth.
Keel Advisory Partners
Dan Picmann
Instead of hiring expensive associates, Collateral Partners became our scalable capacity solution. They seamlessly jump between industries—from healthcare to manufacturing—creating pitch materials, capability presentations, and client deliverables. We've essentially white-labeled their expertise to scale without linear headcount growth.
Keel Advisory Partners
Dan Picmann
Collateral Partners delivered comprehensive business launch support in record time—complete branding, professional website, and institutional-grade service collateral. Their strategic approach transformed our concept into a market-ready consultancy within one month. We've leveraged their expertise to establish credibility and compete.
Foss Partners
Chris Biesanz
Collateral Partners delivered comprehensive business launch support in record time—complete branding, professional website, and institutional-grade service collateral. Their strategic approach transformed our concept into a market-ready consultancy within one month. We've leveraged their expertise to establish credibility and compete.
Foss Partners
Chris Biesanz
Get Your Funding Materials
The Next Success Story Could Be Yours.
Collateral Partners' research capabilities set them apart—they aggregated bespoke market data and industry intelligence that perfectly supported our investment thesis. Their ability to synthesize complex real estate fundamentals into a compelling fundraising narrative was instrumental in our capital raising success.
Fort Capital
Chris Powers
Instead of hiring expensive associates, Collateral Partners became our scalable capacity solution. They seamlessly jump between industries—from healthcare to manufacturing—creating pitch materials, capability presentations, and client deliverables. We've essentially white-labeled their expertise to scale without linear headcount growth.
Keel Advisory Partners
Dan Picmann
Collateral Partners delivered comprehensive business launch support in record time—complete branding, professional website, and institutional-grade service collateral. Their strategic approach transformed our concept into a market-ready consultancy within one month. We've leveraged their expertise to establish credibility and compete.
Foss Partners
Chris Biesanz
Get Your Funding Materials
The Framework That Turns
Market Complexity Into Investor Buy-In
The Framework That Turns
Market Complexity Into Investor Buy-In
Combining strategic storytelling, deep industry research, and world-class design to create collateral that drives results.
Combining strategic storytelling, deep industry research, and world-class design to create collateral that drives results.
Combining strategic storytelling, deep industry research, and world-class design to create collateral that drives results.
Research
Market intelligence and competitive analysis that reveals exactly where you win. Deep industry insights and strategic research that inform every decision. Data-driven foundations that give your presentations credibility and substance.
Market Intelligence
Competitive Analysis
Industry Insights
Strategic Research
Research
Market intelligence and competitive analysis that reveals exactly where you win. Deep industry insights and strategic research that inform every decision. Data-driven foundations that give your presentations credibility and substance.
Market Intelligence
Competitive Analysis
Industry Insights
Strategic Research
Research
Market intelligence and competitive analysis that reveals exactly where you win. Deep industry insights and strategic research that inform every decision. Data-driven foundations that give your presentations credibility and substance.
Market Intelligence
Competitive Analysis
Industry Insights
Strategic Research
Strategy
Our investment thesis explained so clearly that institutional investors remember it six months later. Strategic narratives that highlight your specific advantages. Messaging frameworks that survive committee discussions and win votes.
Clear Investment Narratives
Competitive Positioning
Institutional Messaging
Strategic Frameworks
Strategy
Our investment thesis explained so clearly that institutional investors remember it six months later. Strategic narratives that highlight your specific advantages. Messaging frameworks that survive committee discussions and win votes.
Clear Investment Narratives
Competitive Positioning
Institutional Messaging
Strategic Frameworks
Strategy
Our investment thesis explained so clearly that institutional investors remember it six months later. Strategic narratives that highlight your specific advantages. Messaging frameworks that survive committee discussions and win votes.
Clear Investment Narratives
Competitive Positioning
Institutional Messaging
Strategic Frameworks
Design
Professional presentations that look as sophisticated as your strategy. Complex financial concepts transformed into charts and graphics that actually make sense. Institutional-grade materials that get you the second meeting.
Professional Presentations
Data Visualization
Brand Consistency
Institutional Standards
Design
Professional presentations that look as sophisticated as your strategy. Complex financial concepts transformed into charts and graphics that actually make sense. Institutional-grade materials that get you the second meeting.
Professional Presentations
Data Visualization
Brand Consistency
Institutional Standards
Design
Professional presentations that look as sophisticated as your strategy. Complex financial concepts transformed into charts and graphics that actually make sense. Institutional-grade materials that get you the second meeting.
Professional Presentations
Data Visualization
Brand Consistency
Institutional Standards
Get Your Funding Materials
Trusted By Sophisticated Businesses Just Like Yours
Trusted By Sophisticated Businesses Just Like Yours
$10B+
$10B+
$10B+
Capital represented in our projects
Capital represented in our projects
Capital represented
in our projects
300+
300+
300+
Individual Client Engagements
Individual Client Engagements
Individual Client
Engagements
1,000+
1,000+
1,000+
Collateral Items Created
Collateral Items Created
Collateral Items
Created
In-Depth Insights You Won’t Find
Anywhere Else
In-Depth Insights You Won’t Find
Anywhere Else
In-Depth Insights You Won’t Find
Anywhere Else
FAQs
What types of clients do you work with?
What types of clients do you work with?
What types of clients do you work with?
How long does a typical project take?
How long does a typical project take?
How long does a typical project take?
What are your fees?
What are your fees?
What are your fees?
Do you sign NDAs?
Do you sign NDAs?
Do you sign NDAs?
How do you handle revisions?
How do you handle revisions?
How do you handle revisions?
What differentiates you from other providers?
What differentiates you from other providers?
What differentiates you from other providers?
Can you work with our existing brand guidelines?
Can you work with our existing brand guidelines?
Can you work with our existing brand guidelines?
Who owns the final materials?
Who owns the final materials?
Who owns the final materials?
What's your research process?
What's your research process?
What's your research process?
How do you maintain quality standards?
How do you maintain quality standards?
How do you maintain quality standards?
Do you provide digital solutions?
Do you provide digital solutions?
Do you provide digital solutions?
What file formats do you provide?
What file formats do you provide?
What file formats do you provide?
How involved do we need to be?
How involved do we need to be?
How involved do we need to be?
Can you support ongoing requirements?
Can you support ongoing requirements?
Can you support ongoing requirements?
Do you work with partnership models?
Do you work with partnership models?
Do you work with partnership models?
Do you have sector-specific expertise?
Do you have sector-specific expertise?
Do you have sector-specific expertise?
How do we get started?
How do we get started?
How do we get started?
