Corporate Communications for Private Equity
Private equity firms operate in a communications paradox. You need to communicate capability to LPs, portfolio companies, and deal sources - but you're measured on returns, not publicity. Too much visibility can signal desperation. Too little creates questions about market presence. The balance requires strategic thinking most communications agencies don't understand. Corporate communications for PE serves specific business purposes. LP relations require demonstrating value-add capability and investment discipline. Portfolio company communications build management confidence and facilitate transformation. Deal source relationships benefit from visible market presence and thought leadership. Each audience requires different emphasis while maintaining consistent firm positioning. We create private equity corporate communications that serve business objectives without unnecessary visibility. LP-focused content that demonstrates capability and investment approach. Portfolio company materials that facilitate value creation initiatives. Market presence content that builds deal source relationships. All calibrated for the right level of visibility to advance your business objectives.
Private Equity Compliance for Corporate Communications
SEC Marketing Rule (Rule 206(4)-1)
All content is designed with the Marketing Rule in mind. We ensure proper disclosures for testimonials, follow guidance on performance presentation, and avoid prohibited practices. Our documentation supports CCO review and SEC examination readiness.
Form ADV Requirements
We ensure video content aligns with Form ADV disclosures, particularly around investment strategies, fees, and firm description. Consistency between video and regulatory filings is essential.
Regulation D & Private Placement Rules
We understand the distinction between general marketing and fund-specific solicitation. Our content strategies support brand building and LP relationship development while respecting private placement restrictions.
Corporate Communications Deliverables
We Understand Private Equity Challenges
LP Communication Constraints
Communicating with limited partners involves regulatory restrictions, confidentiality requirements, and high expectations. Generic investor communications fall flat with sophisticated LPs. We create content that meets these demanding standards.
Fundraising Competition
Capital is flowing to fewer funds, making LP relationships more competitive. Video content differentiates your fund in ways that pitch decks cannot—conveying team dynamics, investment judgment, and operational capability.
Portfolio Company Storytelling
Demonstrating value creation at portfolio companies is essential but challenging to communicate. We translate operational improvements, strategic initiatives, and exit outcomes into compelling narratives.
CCO Approval Requirements
Chief Compliance Officers must approve marketing materials, often adding review cycles. We build compliance-friendly content and provide documentation that streamlines CCO review.
How We Deliver Corporate Communications
Our LP-focused process includes CCO compliance review, secure data handling, and investor portal integration for fund marketing materials.
Stakeholder Alignment
- Identify key messages
- Define audience segments
- Align with brand guidelines
- Legal pre-review
Script & Storyboard
- Draft messaging
- Create visual storyboards
- Executive review
- Compliance check
Production
- Executive filming
- B-roll capture
- Interview recordings
- Strike Team protocol
Post & Delivery
- Editing
- Motion graphics
- Final review
- Multi-format export
Corporate Communications for Private Equity FAQs
Q.How do you balance visibility with the PE preference for discretion?
By calibrating communications for specific business purposes rather than general publicity. LP relations, deal source cultivation, and portfolio company support each require different visibility levels. We design communications for appropriate impact without unnecessary exposure.
Q.Can you support portfolio company communications initiatives?
Yes, portfolio companies often need communications capability they don't have in-house. We can work directly with portfolio companies or through your operating partner team to build communications that support value creation.
Q.How do you handle communications during fundraising periods?
With appropriate coordination with your compliance team and awareness of SEC Marketing Rule requirements. Fundraising communications require specific regulatory consideration; we structure content to support marketing while maintaining compliance.
Q.How do you handle SEC Marketing Rule compliance for investor communications?
We design all LP-facing content with the Marketing Rule in mind. This includes proper disclosures for any testimonials, following guidance on performance presentation, and avoiding prohibited practices. We provide compliance documentation to support your CCO's review.
Q.Can you produce content for LP portals and virtual data rooms?
Absolutely. We deliver content optimized for secure LP portals and VDR platforms. We understand the access control and confidentiality requirements of these environments and can integrate with your existing investor communication infrastructure.
Featured Case Studies
See how we've helped private equity companies achieve their goals with corporate communications.
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Ready for Corporate Communications tailored to Private Equity?
Our team understands private equity requirements and delivers SEC Marketing Rule & LP Confidentiality Compliant-compliant corporate communications.
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