Pitch Package Membership


The One-Stop Integrated Solution for Developing and Maintaining Your Investment Presentation Materials

We have dedicated full-time marketing staff who now can serve you as a Pitch Package Member to develop your  marketing platform, logo, elevator pitch, one-pager tear sheet, website, pitch deck, and keeping this all updated in a timely frustration-free manner.

Pitch Package Components (Download PDF Overview):

·         Logo Design

·         Refined 1 Liner Elevator Pitch for Firm

·         Website Development

·         Pitch Deck

·         One-Pager Tear Sheet

·         Marketing Material & Positioning Analysis

·         Social Media, Podcast, and Publication Platform

·         All Benefits included in the Charter Membership subscription

Download the Pitch Package Membership Details : Pitch Package PDF

We also charge a month-to-month subscription so you can keep your investment presentation materials updated over time without hassle or wasted time, and focus on developing relationships instead of messing around with outdated clip art and graphics that may require sophisticated software to manipulate.  We represent 22 families worth over $100M each, and we have insight on what investors or family offices want, expect, and demand to be taken seriously while presenting services or investments.

Pitch Package Member Benefits Table: The table below shows how by becoming a Pitch Package member you will get well over $20,000 of value in the Pitch Package for less than the cost of simply putting together a professional pitch deck by itself.

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11445 E Via Linda, Suite 2-623 | Scottsdale, AZ 85259