Funds and capital · Private equity deck
Private equity fund decks built around value creation.
Private equity limited partners look for a repeatable way of creating value in companies, proven deal by deal.
Fixed prices. No calls: you brief us in writing and comment in writing.
Value creation
How earnings grew under ownership
Illustration only. Any figures are invented for this sample slide.
Who reads it
Institutional and private limited partners.
Turnaround
5 business days for a design rebuild; 3 business days for an audit.
How it differs
How a private equity deck differs from a general pitch deck
A startup deck projects one company's growth. A private equity fund deck proves that a team has repeatedly bought companies, made them better and sold them, and it breaks that proof into parts. Limited partners want to see how much of each return came from earnings growth, margin, multiple and debt paydown, how gross results became net, and how many deals lost money. Terms such as fee offsets, key person provisions and valuation policy carry weight with no parallel in a startup round.
Slide by slide
What goes in a private equity deck
- 01
Strategy
Company size, sectors and deal types.
- 02
Value creation playbook
What you change after investing.
- 03
Track record
Deal by deal, realized and unrealized labeled.
- 04
Case studies
The playbook applied, with figures.
- 05
Sourcing
Where deals come from.
- 06
Team
Partners and operating support.
- 07
Terms
As set by your counsel.
- 08
Pipeline
Opportunities under review.
The questions behind every slide
What readers of a private equity deck ask
Each answer names the slide or document where it belongs. If a question has no home in your deck, the reader will ask it in writing, or stop reading.
- 1
How much of each return came from earnings growth, multiple expansion and debt paydown?
Show a value creation bridge on each case study, and one for the fund in the track record appendix.
- 2
What is the gap between gross and net returns?
Put gross and net side by side on the track record slide, with the method in a footnote.
- 3
How many deals returned less than invested capital?
State the loss ratio on the track record slide, by count and by capital.
- 4
Is the team that produced the record still together?
The team slide should show who led each prior deal and who has joined or left since.
- 5
How are transaction and monitoring fees treated?
Summarize the fee offset on the terms slide, as set in the limited partnership agreement.
- 6
How do the returns compare with public markets over the same period?
Add a public market equivalent comparison to the track record appendix.
- 7
Who sourced each deal, and was it a broad auction?
Mark the source and process type for each deal on the sourcing slide.
- 8
How are unrealized holdings valued?
Summarize the valuation policy in the appendix, with the date of the latest marks.
Headline rewrites
Slide titles that say something.
A reader skims headlines first. A label tells them the topic; a sentence tells them the point. Bracketed figures are placeholders for your own numbers.
Before
Value Creation
After
EBITDA grew [X]x under our ownership, mostly from [lever]
Before
Track Record
After
[X] realized deals returned [X]x net, shown by fund and vintage
Before
Sourcing
After
[X] of our last [X] deals came from outside a broad auction
What we fix
Faults we see in private equity deck drafts
Case studies without numbers.
Value creation described in adjectives.
Returns without dates.
What you receive
Documents we produce
- Limited partner deck
- Case study pages
- One-page summary
Every file is delivered editable, in PowerPoint, Google Slides or Keynote, with a PDF for sending. A private equity deck rebuild starts at $3,500; the full Raise Set with one-pager and teaser is $10,000.
Format
Length, versions and appendix
- Length
- Often longer than a venture fund deck, because case studies take space. A common practice is to keep the strongest case studies in the main deck and move the rest, with the full track record, to the appendix.
- Send-ahead version
- A PDF as your counsel's marketing rules allow, with a data room for the full track record, valuation policy and questionnaire answers.
- Presented version
- Lead with the playbook, then prove it with two or three case studies. Keep the full track record for the follow-up meeting.
What belongs in the appendix
- Deal-by-deal track record
- Value creation bridges per deal
- Public market equivalent analysis
- Valuation policy summary
- Team history and tenure
- Additional case studies
Before you send it
Private equity deck checklist
- Gross and net returns appear side by side.
- Every figure carries an as-of date and a vintage.
- Each value creation bridge adds up to the total change in equity value.
- Realized and unrealized deals are labeled.
- Case study figures match the track record table.
- Team departures and additions are addressed, not left for questions.
- Terms match the latest draft of the fund documents.
- Your counsel has reviewed the deck and supplied the disclaimers.
Glossary
Terms used in a private equity deck
- Value creation bridge
- A chart that splits the gain on a deal into revenue growth, margin change, multiple change and debt paydown.
- Multiple expansion
- Selling at a higher valuation multiple of earnings than the one paid at entry.
- Loss ratio
- The share of deals, or of capital, that returned less than was invested.
- Public market equivalent (PME)
- A comparison of a fund's returns with what the same cash flows would have earned in a public index.
- Gross-to-net spread
- The difference between returns before and after fees, carried interest and expenses.
- Fee offset
- A term that reduces the management fee by part or all of the transaction and monitoring fees the manager collects.
Your written brief
What to send us for a private equity deck
No call needed. Send what you have; missing items are listed in our written reply, and nothing is invented to fill a gap.
- 01Deal-level track record with entry and exit dates and figures
- 02Value creation bridge data for each deal
- 03Case study material with figures you may share
- 04Team history, including departures and additions
- 05Draft limited partnership agreement or term sheet
- 06Valuation policy
- 07Sourcing record by deal
- 08Disclaimer text from your counsel
Packages
Four packages, fixed prices.
Deck Audit
$1,500
3 business days
A written verdict on the deck you have, before you send it to anyone.
- Slide-by-slide notes inside your file
- The fixes that matter most, in order
- Story, numbers and design, each assessed
- The investor questions your deck leaves open
One deck, up to 20 slides. No redesign included.
Choose Deck AuditInvestor Finish
$3,500
5 business days
Your draft, rebuilt to investor standard. Design only.
- Up to 15 slides rebuilt
- Charts redrawn from your data
- Your brand applied throughout
- One written revision round
- Editable PowerPoint, Google Slides or Keynote
Design only: your wording and slide order stay as they are.
Choose Investor FinishFinish + Story
$6,500
8 business days
We restructure the argument, rewrite the headlines, then rebuild the deck.
- Up to 20 slides
- Narrative restructured from your draft and notes
- Headlines rewritten as full-sentence points
- Send-ahead PDF version
- Two written revision rounds
We work from your facts. No market research or financial modeling.
Choose Finish + StoryRaise Set
$10,000
12 business days
Everything a raise needs, in one matching set.
- Up to 30 slides plus appendix
- Investor one-pager
- Short teaser version for cold outreach
- Three written revision rounds
- All source files
No investor introductions, fundraising or legal advice.
Choose Raise SetNot included in any package: Calls or meetings · Market research · Financial modeling or valuation · Investor introductions · Fundraising, legal or securities advice. Extra slides and extra revision rounds are quoted in writing before we start them.
Questions, answered.
How many case studies?+
Three to five, chosen to show the playbook working.
How much does a pitch deck cost here?+
A written Deck Audit is $1,500. Investor Finish, a design rebuild of up to 15 slides, is $3,500. Finish + Story, with the argument restructured, is $6,500. Raise Set, up to 30 slides with a one-pager and teaser, is $10,000.
How long does it take?+
Three business days for an audit, five for Investor Finish, eight for Finish + Story and twelve for Raise Set, counted from payment and a complete brief.
Is there a call?+
No. No package includes a call or meeting. You brief us in writing and comment in writing.
What do I need to send?+
Your draft deck in any editable format, or notes if you chose a package with writing, plus a few lines on who will read it and what you are asking for.
How do I pay?+
By card, through a secure payment link we send once scope and delivery date are confirmed in writing.
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Further reading
Sources we read when writing this page. General information only; not legal, tax or investment advice.
Have a draft? Send it today.
Choose a package, link your deck and write a few lines about who it is for. You get scope, a delivery date and a payment link in writing.