Problem
Symphony Financial, an emerging asset manager, was preparing to raise a new fund and needed support refining their story for institutional LPs. While the team had a strong track record, they were looking for help crafting a compelling narrative and building materials that would resonate with prospective investors.
Approach
I partnered with Symphony Financial to develop a clear and differentiated pitch deck that highlighted their investment strategy, track record, and market opportunity. We worked closely to structure a narrative that balanced their quantitative strengths with a founder-led approach, ensuring the materials spoke directly to the priorities of institutional LPs.
Outcome
Symphony Financial launched their fundraise with a refined narrative and professional materials that better positioned the firm in a competitive fundraising environment.
