Alternative Investment

Using Performance Exams as Part of Your Pitch Book Strategy

August 2017

“Performance exams have become standard practice for investment managers considering launching a private fund structure,” says Erik Edson, Senior Audit Manager with Richey May & Co, LLP. In a performance exam, a public accounting firm signs off on the past performance history and issues an opinion on the performance in order to legitimize the trading strategy’s performance numbers – thereby building credibility and persuading potential investors. And when it comes time to present these reviewed performance numbers within a pitch book, Holly Singer, President with HS Marketing, LLC, has some common traps to avoid that inhibit effective communication with potential investors. Download the article below to learn more about the importance of performance examinations and having a well-developed strategy for presenting your pitch book:

For more information on how a performance exam and pitch book strategy can benefit your start-up fund, please contact Daniel O’Connor or Stephen Vlasak.