July 23, 2025
Productivity Hack #5 for Investment Managers & IR Teams: Professional Pitch Deck Review
"Our deck is OK" – Except that it wasn't. How one hour of professional review saved an investment manager from falling off a cliff.
Investment managers are meticulous about portfolio construction, risk analysis, and performance tracking. Yet many make critical errors in one of their most important business development tools: their pitch deck.
You’re not raising money the way you expected? Let me check your Pitch Deck
Here's the uncomfortable truth: Your deck might be sabotaging your fundraising efforts, and you don't even know it.
While you're spending countless hours perfecting your investment process, a flawed pitch deck will quietly undermining every investor meeting. This isn't just about aesthetics—it's about cognitive efficiency and subtle processes which determine whether you get a second meeting - and an allocation.
Here’s a Top Five list with typical failures:
I need to spend some time explaining why every deck needs to take the viewer on two separate journeys (dimensions).
Bear with me as I walk you through this important distinction. Once understood, this will be a game changer for your decks and presentations.
One dimension is data, facts, rationale - directed at the conscious mind.
The second one is emotions - directed at the subconscious mind.
I can tell you that only the best of the best decks (less than 1%) have figured this out.
So, you need to take the viewer on two journeys, at the same time: One level or your presentation is directed at the conscious mind, and, at the same time, your deck, together with the story you tell, will take the subconscious mind on a separate journey.
I’ll explain you exactly how to do that in a Pitch Deck Review.
Why is this important? Well, as we’ve discussed in our Fundmanager.tools modules, performance is only 20% why investors buy a fund.
What’s the other 80%?
Confidence.
And where does confidence come from?
You got it: It’s the data, the rationale (conscious mind), AND the gut feeling, the inner conviction of the investor, that going with this investment option is the right choice (subconscious mind).
The Productivity Multiplier Effect: Double Your Closing Rate
A professionally reviewed deck doesn't just improve one presentation—it enhances every single investor interaction for the next 12-18 months. It can literally double your closing rate.
Imagine what that would mean for you. This is what I call the "productivity multiplier effect."
Consider this: If a deck review helps you close just one additional investor, what's the ROI on a one hour of professional review?
Real-World Results
Here's what managers report after professional deck reviews:
“Already in our introductory call, Matthias was able to offer three specific, actionable suggestions that immediately improved the marketing of my fund. Just the day after my coaching call, I had a great pitch discussion with the CIO of a Midwest endowment. The CIO loved my strategy and even offered to introduce me to another potential investor.”
“The transformation has been undeniable, securing three times more meetings than before, and closing rates have more than doubled.”
“Incredibly helpful, offering brilliant, constructive advice on materials and sharing invaluable insights drawn from his vast experience.”
“He is very good at what he does and the experience is obvious.”
“Working with Matthias has been a turning point.”
“Has guided me through all the key steps of preparing best-in-class marketing materials, making an effective pitch, producing video content and closing the deal.”
(see all testimonials at https://www.fundmanager.tools/pitchdeckreview).
Enough Talking - Get Going and Book Your Pitch Deck Review Now:
Accelerate your fundraising productivity now. Your deck is either working for you or against you—there's no middle ground.
It’s ROI that pays off fast: For just $300, you get full feedback in one hour. Compare this to the cost of losing just one investor opportunity. Turn around and get set to double your closing rate here:
Want More Tactics Like This? |
If you’re ready to dive deeper into strategies like this, check out the Opalesque Digital Master Class - Asset Raising here and take advantage of all 54 Guerrilla Tactics—and much more.
Let’s make 2025 your best year yet for asset raising! 🚀
If you need help or more information, contact me here and we’ll schedule a call.
Matthias Knab
Fundmanager.Tools Founder
CEO, Opalesque
P.S. Here are all 141 key learnings of our online course. Start now and you’ll see real changes in your results by next quarter. That’s my promise and commitment to you.
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