Pitch Books,
Fund Materials
and more

Emerson Ward crafts custom, professional pitch books and collateral for Hedge Funds, PE Firms, VCs, Fund Managers and more. We work with the industry’s top consultants, prime brokers and banks to ensure that our collateral is in line with current standards and trends, and whenever possible, deliver it all in simple, easy-to-manage-and-update PowerPoint files.

Need help with messaging or content? Our team brings over 15 years of direct industry experience building pitch books and fund collateral for a wide range of investment products and strategies. We have the know-how and skills to help clearly and efficiently deliver your message and create impactful, memorable presentations that resonate with current and potential investors, clients, and more.

Professional, Custom Design

We work with our clients to build and design pitch books and collateral that stands out.

Easy to 
Manage & Update

Whenever possible, we build standard, simple templates in PowerPoint and Excel, making ongoing updates and edits a breeze.

Industry Tested 
& Approved

All of our collateral is designed to be in line with the latest industry standards and trends.

Content Consulting & Information Design

We have over 15 years of experience crafting custom, impactful investor pitch books, and can help build and design an information architecture that resonates with investors.

Built using a tested, comprehensive process

We've implemented a standardized, five-step design process that leads to better, more refined, and effective collateral.

Efficient, accurate data updates and support

We can provide all the support needed to maintain your collateral library - data updates, version control, document management, and more - all for one, low flat-rate.

OUR CLIENTS

Gruss Capital Management

When Gruss was in search of a partner to help rebuild and redesign their pitch books and collateral, they turned to Emerson Ward.

Wayfinder
Small Cap Equity

Emerson Ward helped Diker Management design and build a new identity and collateral for the launch of their small cap equity strategy.

Sound Mark
Partners

Sound Mark Partners' was looking for a professional, comprehensive facelift for their full suite of collateral.

Wavemaker
Partners

Emerson Ward helped Wavemaker Partners craft a bold, modern look for their suite of strategy pitch books.

HOVER FOR MORE

Gruss Capital Management

About the client

Gruss Capital Management is a global alternative asset management firm that employs an event-driven, risk averse, value-oriented approach. We worked closely with their team to rebuild and redesign their existing line of fund collateral with a look that reflects a modern, bold direction.

Services provided

Standard Pitch Book Build
Brand Design
Content Consulting
Ongoing Support

What they say

"Brian and the team at Emerson Ward have exceeded our expectations from day one. They have become a valuable asset and trusted partner to Gruss."

Diker Management, LLC

About the client

Diker Management, LLC is an investment management firm focused on global micro and small cap equities with the flexibility to invest internationally and across the capitalization spectrum. We helped their team build a new identity for their small cap equities strategy, designed and developed their fund collateral, and even helped produce high-quality business cards.

Services provided

Pitch Book Design & Development
Collateral Build & Formatting
Brand & Logo Design
Business Card Design & Production Management
Ongoing Support

What they say

"Quote from Diker..."

Sound Mark Partners

About the client

Sound Mark Partners is a commercial real estate investment firm focused on debt with a core management team that has worked together for over 10 years. Emerson Ward worked closely with their team to design a professional, modern, and approachable look for their pitch books and fund collateral, that was in-step with their newly updated website.

Services provided

Pitch Book Design & Development
Collateral Build & Formatting
Ongoing Support

What they say

"Emerson Ward was a pleasure to work with. They were knowledgeable, creative, responsive and professional. We couldn't be happier with how our collateral turned out."

Wavemaker Partners

About the client

Wavemaker Partners is an early-stage venture capital firm that has invested in 200+ companies globally. We designed a presentation framework and architecture that fit with and expanded the Wavemaker brand, yet allowed for multiple distinct looks that helped differentiate between various fund strategies.

Services provided

Pitch Book Design & Development
Collateral Build & Formatting
Ongoing Support

What they say

"We love working with Emerson Ward! Their work is fantastic and they were a pleasure to work with at every step in the process. We can't recommend them enough!"

I always want to work with professionals from the industry, but I'm challenged on the marketing side.

When I learned Brian started his own firm, I immediately realized that he would make a difference for Candoris. His professionalism, open-mindedness and ability to empathize with our message and image enabled Emerson Ward to translate this verbally and by design in a strong, concise way, leading to the right perception from our clients. We highly recommend Emerson Ward for their skills.”

Rick van de Kamp

Founder & Managing Partner, Candoris Partners

Packages & Pricing

Standard Packages

While all of our services can be customized to your unique needs, we offer flat-rate pricing whenever possible, allowing us to serve our clients better and produce the best work possible. This way, there are no surprises: we define all the necessary elements and deliverables involved in the project before we get started. You'll know exactly what you're getting and when you're getting it, without having to worry about being charged for rounds of review or every little additional request or change.

Want to learn more? Shoot us an note at info@em-ward.com or call us at (203) 989-0452.

The Standard
Pitch Book Build

Build from scratch, or give a face lift to your existing pitch book.

Professional, custom design
Information architecture design, in line with current industry standards and trends
Content Consulting
Custom infographics
Easy to use templates and design examples, delivered in PowerPoint (or the program of your choosing) making ongoing updates a breeze

Flat Rate Pricing Starting at

$4,000*

The Custom
Collateral Suite

Expand your sales toolbox with professionally designed fact sheets and other branded collateral.

All services included in The Standard Pitch Book Build
Design, development and delivery of a two page fund fact sheet
Design, development and delivery of one additional piece of collateral – Commentary, Investor Letters, etc. (max 4 pages)
All delivered in simple, templated, easy-to-use files

Flat Rate Pricing Starting at

$5,000*

The
Launchpad

All the collateral and branding items you need to get your fund and your business off the ground.

All services included in The Custom Collateral Suite
Professional, custom brand identity design to help your firm stand out
Logo Design
Business Card Design & Production Management1
Stationary Design & Production Management1
Email Signature Design

Flat Rate Pricing Starting at

$8,000*

Need help updating and managing your fund collateral? On-demand Graphic Design support?

Emerson Ward offers flexible, affordable design services and support that provide all the benefits of a fully-staffed, in-house graphics and marketing team for a fraction of the cost.