CASE STUDY: Create a winning Private Equity investor pitch

Developing new messaging and marketing materials for Bamboo Capital Partners. Helping Bamboo Capital Partners to stand out with investors…

Bamboo Capital Partners is an established private equity investor with more than a decade of experience in impact investing and over $250m in AUM.

Their Challenge: Making an impact with investors

With the arrival of two new managing partners in 2016, the senior team wanted to review Bamboo’s messaging and reflect the new firm in their pitch to investors.

The BBA Solution: improved messaging, pitch document and marketing materials

1. We completely re-worked Bamboo’s messaging, from the take-away message on the front page of the pitch document to the core investor narrative.
   
2. Then we turned that messaging into a new pitch document to explain what makes Bamboo special among impact investors.
   
3. We also updated the website, marketing materials and the firm’s annual Impact Report to reflect the new messaging.

The Result: new and different investors

“We were very pleased with the professional approach of Benjamin Ball Associates,” said Florian Kemmerich, Managing Partner at Bamboo Capital Partners.

“From the initial messaging session through to full implementation across our marketing and comms materials, they have helped us to define and explain our unique value proposition.

As a result we have been attracted new and different investors.”

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