Deal & Transaction Videos for Private Equity
Private equity transactions require communications that most deal teams don't think about until it's too late. Portfolio company acquisitions need management team buy-in communications. Exits need buyer positioning that maximizes value. Continuation vehicles need LP consent communications. Each transaction type requires different communication approaches. Speed matters in PE transactions. Competitive processes don't wait for perfect videos. Management presentations need to be ready when opportunities emerge. Exit positioning should be prepared well before marketing begins. The firms that communicate effectively gain competitive advantage in time-sensitive situations. We produce PE transaction content with the speed and discretion dealflow requires. Acquisition communications that facilitate management transition. Exit positioning that enhances sale processes. LP communications that support transaction consent. All delivered on timelines that match deal dynamics with appropriate confidentiality.
Private Equity Compliance for Deal & Transaction Videos
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.
Deal & Transaction Videos 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 Deal & Transaction Videos
Our LP-focused process includes CCO compliance review, secure data handling, and investor portal integration for fund marketing materials.
Deal Thesis
- Investment highlights
- Value creation plan
- Target overview
- Stakeholder mapping
Rapid Production
- Deal team interviews
- Asset footage
- Market context
- Integration messaging
Deal Room Ready
- Quick turnaround editing
- Confidential watermarking
- Version control
- Embargo management
Secure Distribution
- VDR integration
- Access controls
- Audit trail
- Stakeholder-specific versions
Deal & Transaction Videos for Private Equity FAQs
Q.How do you support portfolio company acquisition communications?
By developing multi-stakeholder content that facilitates management transition, addresses workforce concerns, and maintains customer confidence. Each acquisition has different integration priorities; we design communications accordingly.
Q.Can you produce exit positioning content?
Yes, compelling narrative around portfolio companies supports exit processes. Management team positioning, value creation documentation, and market positioning content enhance sale processes and support valuation discussions.
Q.How do you handle LP consent communications for continuation vehicles?
With appropriate transparency about transaction rationale and LP options. Continuation vehicle consents require clear communication of terms, alternatives, and advisor roles. We develop content that facilitates informed LP decisions.
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 deal & transaction videos.
Deal & Transaction Videos for Other Industries
Deal & Transaction Videos by Location
Ready for Deal & Transaction Videos tailored to Private Equity?
Our team understands private equity requirements and delivers SEC Marketing Rule & LP Confidentiality Compliant-compliant deal & transaction videos.
Start Your Project