Event Production for Private Equity
Private equity events operate under different rules than typical corporate gatherings. Annual meetings are stewardship obligations, not marketing opportunities. LP advisory committee meetings are governance functions. Portfolio company conferences build operational capability. Each requires appropriate production quality without excess that signals misallocated capital. The balance matters because LPs watch where you spend. Lavish production raises questions about fee utilization. Inadequate production reflects poorly on institutional capability. The goal is professional, appropriate production that serves event objectives without attracting attention for wrong reasons. We produce PE events with this balance in mind. Annual meetings with institutional-quality production. LPAC meetings with appropriate documentation. Portfolio company events that build operational capability. All calibrated for the audience expectations and capital stewardship standards your LPs expect.
Private Equity Compliance for Event Production
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.
Event Production 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 Event Production
Our LP-focused process includes CCO compliance review, secure data handling, and investor portal integration for fund marketing materials.
Event Planning
- Venue scout
- Equipment planning
- Run-of-show development
- Speaker coordination
Pre-Event Setup
- Camera positioning
- Audio check
- Lighting design
- Backup systems
Live Capture
- Multi-camera coverage
- Live switching
- Backup recording
- Same-day edits
Post-Event Delivery
- Highlight reel
- Full session edits
- Social clips
- Archive organization
Event Production for Private Equity FAQs
Q.How do you produce annual meetings that meet LP expectations without excess?
With institutional quality that reflects serious stewardship, not entertainment extravagance. LPs evaluate how you allocate resources; events should demonstrate professionalism without raising questions about capital deployment.
Q.Can you support portfolio company CEO summits?
Yes, portfolio company events build operational capability and network value. We produce events that facilitate learning and relationship building among portfolio companies, supporting the value creation that justifies management fees.
Q.How do you handle LPAC meeting documentation?
With appropriate discretion - professional documentation for governance records without creating content inappropriate for broader distribution. LPAC meetings are governance functions; documentation serves those purposes specifically.
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 event production.
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Ready for Event Production tailored to Private Equity?
Our team understands private equity requirements and delivers SEC Marketing Rule & LP Confidentiality Compliant-compliant event production.
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