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You’re not seeing the best
investor presentations. We are.
You’re not seeing the best investor presentations. We are.
Join 50,000+ finance professionals getting exclusive access to institutional-grade presentations — plus proven frameworks to create your own.
Join 50,000+ finance professionals getting exclusive access to institutional-grade presentations — plus proven frameworks to create your own.
Join 50,000+ finance professionals getting exclusive access to institutional-grade presentations — plus proven frameworks to create your own.
Bonus Unlock
Bonus Unlock
The Capital
Allocation Wars
The Capital
Allocation Wars
Trusted by top investors and entrepreneurs from
Trusted by top investors and entrepreneurs from
Trusted by top investors and entrepreneurs from
PRIOR CLIENTS
PRIOR CLIENTS
We’ve helped hundreds of investment
funds with their presentations, and we want
to share the best practices with you…
We’ve helped hundreds of investment
funds with their presentations, and we want to share the best practices with you…
We’ve helped hundreds of investment
funds with their presentations, and we want to share the best practices with you…
Large Multifamily Fund
Texas-based multifamily fund with $1.3 billion in transactions and institutional equity partners
Texas-based multifamily fund with $1.3 billion in transactions and institutional equity partners
Oil & Gas Mineral Rights Fund
Group targeting top US producing basins with $350M+ in completed transactions, 226K wells, 588K net royalty acres
Group targeting top US producing basins with $350M+ in completed transactions, 226K wells, 588K net royalty acres
Established Multifamily Fund Manager
Long-term established multifamily fund with $1.8 billion transactional value
Long-term established multifamily fund with $1.8 billion transactional value
Hospitality Management Company
Hospitality group managing 4,100 hotel rooms, 1,400 employees, $1B+ transactional volume
Hospitality group managing 4,100 hotel rooms, 1,400 employees, $1B+ transactional volume
Healthcare Real Estate Fund (OpCo/PropCo Model)
Build-to-suit operator for healthcare companies using OpCo/PropCo model with robust property pipeline
Build-to-suit operator for healthcare companies using OpCo/PropCo model with robust property pipeline
Active Adult Communities Fund
Established manager with $350M+ transactional experience raising $100M for active adult communities
Established manager with $350M+ transactional experience raising $100M for active adult communities
YC-Backed Aerospace Startup
Developer of next-generation jet engine successor for commercial space launches and atmospheric flight
Developer of next-generation jet engine successor for commercial space launches and atmospheric flight
Family Office Real Estate Fund
Southeast family office owning car dealerships and professional sports teams, expanding into real estate
Southeast family office owning car dealerships and professional sports teams, expanding into real estate
Tech Startup Acquisition Target
$305M tech startup in emerging market with unique competitive positioning
$305M tech startup in emerging market with unique competitive positioning
EXPERT INSIGHTS
We don’t just share presentations, we give you our top insights
We don’t just share presentations, we give you our top insights
We don’t just share presentations, we give you our top insights
OUT TRACK RECORD
OUT TRACK RECORD
Brought to you by the team responsible for $10B+ in representative client transactions
Brought to you by the team responsible for $10B+ in representative client transactions
Brought to you by the team responsible for $10B+ in representative client transactions
$10B+
$10B+
Capital Represented in Client Projects
Capital Represented in Client Projects
300+
300+
Individual Client Engagements
Individual Client Engagements
1000+
1000+
Collateral Items Created
Collateral Items Created
CLIENT WINS
Here are testimonials from a few of our clients
Here are testimonials from a few of our clients
Here are testimonials from a few of our clients
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
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
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
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
QUIZ
Is Collateral Partners right for you?
Is Collateral Partners right for you?
Is Collateral Partners right for you?
Are you preparing for a fundraise or M&A process?
Are you preparing for a fundraise or M&A process?
We show you exactly how winning firms positioned their story, structured their data, and closed institutional capital.
We show you exactly how winning firms positioned their story, structured their data, and closed institutional capital.
Tired of generic presentation templates?
Tired of generic presentation templates?
Access real presentations that secured hundreds of millions, with expert analysis on what made them successful.
Access real presentations that secured hundreds of millions, with expert analysis on what made them successful.
Want to learn from the best in your industry?
Want to learn from the best in your industry?
See how top PE firms, VCs, real estate funds, and credit managers communicate with institutional LPs.
See how top PE firms, VCs, real estate funds, and credit managers communicate with institutional LPs.
WHAT'S INCLUDED
Here's what you get when you join
Here's what you get when you join
Here's what you get when you join
Pitch Deck Example
Pitch Deck Example
Pitch Deck Example
Overview
Overview
Overview
Real Presentations
2 institutional-grade decks per week with full teardowns
2 institutional-grade decks per week with full teardowns
2 institutional-grade decks per week with full teardowns
Industry Analysis
Market research and competitive intelligence reports
Market research and competitive intelligence reports
Market research and competitive intelligence reports
Expert Interviews
Monthly conversations with investors and operators
Monthly conversations with investors and operators
Monthly conversations with investors and operators
Expert Interviews
Monthly conversations with investors and operators
Monthly conversations with investors and operators
Monthly conversations with investors and operators
WELCOME BONUS
The Capital Allocation Wars
The Capital Allocation Wars
The Capital Allocation Wars
Contents
Contents
Module 1
Module 1
The anatomy of a winning investment memo — structure and narrative flow
The anatomy of a winning investment memo — structure and narrative flow
Module 2
Module 2
Data visualization that converts — how to present complex financials
Data visualization that converts — how to present complex financials
Module 3
Module 3
Market positioning strategies used by top-quartile managers
Market positioning strategies used by top-quartile managers
Module 4
Module 4
Risk mitigation frameworks that satisfy institutional LPs
Risk mitigation frameworks that satisfy institutional LPs
SUCCESS STORIES
Still not convinced? Hear it directly from the business buyers we've helped close million dollar deals
Still not convinced? Hear it directly from the business buyers we've helped close million dollar deals
Still not convinced? Hear it directly from the business buyers we've helped close million dollar deals
Collateral Partners did a fantastic job pulling together a deck on an unusual listing. The end product was amazing.
Collateral Partners did a fantastic job pulling together a deck on an unusual listing. The end product was amazing.
Collateral Partners did a fantastic job pulling together a deck on an unusual listing. The end product was amazing.
Heidi Moore, NAI Global
I'd highly recommend Collateral Partners. The team did a great job with formatting.
I'd highly recommend Collateral Partners. The team did a great job with formatting.
I'd highly recommend Collateral Partners. The team did a great job with formatting.
Ryan Cohen, Peerless Capital
Great advice, timely response and tremendous client service!
Great advice, timely response and tremendous client service!
Great advice, timely response and tremendous client service!
Scott Morse, Citadel Property Company
Collateral Partners offers a great service. Highly recommend it.
Collateral Partners offers a great service. Highly recommend it.
Collateral Partners offers a great service. Highly recommend it.
Andrew Shavrin, RYBAK Development
When we started working with Collateral, we knew right away that this was the correct group. We had tried other services, but for the 1st time, we have a presentation that we love.
When we started working with Collateral, we knew right away that this was the correct group. We had tried other services, but for the 1st time, we have a presentation that we love.
When we started working with Collateral, we knew right away that this was the correct group. We had tried other services, but for the 1st time, we have a presentation that we love.
Monro Capital, Inc.
Collateral Partners produced a high quality and professional pitch deck in just a few days, and were prompt and diligent throughout the revision process. We are excited to share our deck with investors and recommend their services to others!
Collateral Partners produced a high quality and professional pitch deck in just a few days, and were prompt and diligent throughout the revision process. We are excited to share our deck with investors and recommend their services to others!
Collateral Partners produced a high quality and professional pitch deck in just a few days, and were prompt and diligent throughout the revision process. We are excited to share our deck with investors and recommend their services to others!
Greatwater Opportunity Capital
Collateral Partners was a great resource for us to be able to present a professional and informative deck for our new fund.
Collateral Partners was a great resource for us to be able to present a professional and informative deck for our new fund.
Collateral Partners was a great resource for us to be able to present a professional and informative deck for our new fund.
Stoic Equity Partners
When we started working with Collateral, we knew right away that this was the correct group. We had tried other services, but for the 1st time, we have a presentation that we love.
When we started working with Collateral, we knew right away that this was the correct group. We had tried other services, but for the 1st time, we have a presentation that we love.
When we started working with Collateral, we knew right away that this was the correct group. We had tried other services, but for the 1st time, we have a presentation that we love.
Monro Capital, Inc.
Collateral Partners was a pleasure to work with. From engagement to final draft was seamless. Revisions were turned quickly and the data they pulled was exactly what we were looking for.
Collateral Partners was a pleasure to work with. From engagement to final draft was seamless. Revisions were turned quickly and the data they pulled was exactly what we were looking for.
Collateral Partners was a pleasure to work with. From engagement to final draft was seamless. Revisions were turned quickly and the data they pulled was exactly what we were looking for.
Fisher Wells, Bridger Development
Excellence all-around from the Collateral Partners team - communication, punctuality, the final product - all superb. We look forward to the next one and will be spreading the word on Collateral Partners. Keep it up!
Excellence all-around from the Collateral Partners team - communication, punctuality, the final product - all superb. We look forward to the next one and will be spreading the word on Collateral Partners. Keep it up!
Excellence all-around from the Collateral Partners team - communication, punctuality, the final product - all superb. We look forward to the next one and will be spreading the word on Collateral Partners. Keep it up!
Doug Fraser, 37th Parallel Properties
Collateral Partners gave us a real jumpstart on our design and content. It helped us get our first pooled fund OM completed fast and looking really high quality. The team also did some custom and quick turnaround for us for an educational presentation for prospective investors.
Collateral Partners gave us a real jumpstart on our design and content. It helped us get our first pooled fund OM completed fast and looking really high quality. The team also did some custom and quick turnaround for us for an educational presentation for prospective investors.
Collateral Partners gave us a real jumpstart on our design and content. It helped us get our first pooled fund OM completed fast and looking really high quality. The team also did some custom and quick turnaround for us for an educational presentation for prospective investors.
Greg Fedorinchik, NexMetro Communities
Collateral Partners allowed me to focus on what I do best, develop land and build houses. I found a deal for 8 quad plexes that I needed construction financing for. Collateral Partners created a deck that successfully portrayed my vision for the project and this deck was a key reason I was able to receive financing for this project.
Collateral Partners allowed me to focus on what I do best, develop land and build houses. I found a deal for 8 quad plexes that I needed construction financing for. Collateral Partners created a deck that successfully portrayed my vision for the project and this deck was a key reason I was able to receive financing for this project.
Collateral Partners allowed me to focus on what I do best, develop land and build houses. I found a deal for 8 quad plexes that I needed construction financing for. Collateral Partners created a deck that successfully portrayed my vision for the project and this deck was a key reason I was able to receive financing for this project.
Cooper Conger, NewPad Building Company
Don’t miss the next big deal
Don’t miss the next big deal
Don’t miss the next big deal
© 2025 Collateral Partners
© 2025 Collateral Partners