Video production for Private Equity
All Video Production Services
SEC Marketing Rule & LP Confidentiality Compliant

Video Production for Private Equity

We speak your industry's language—IRR / MOIC, carried interest, limited partners—so your content resonates with the audiences who matter most.

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Industry Challenges

We Understand Private Equity

Private Equity organizations face unique communication challenges. We've built our process around solving them.

01

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.

02

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.

03

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.

04

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.

Compliance

Private Equity Compliance Standards

SEC Marketing Rule (Rule 206(4)-1)

Regulations governing investment adviser advertising, including requirements around testimonials, performance presentation, and prohibited practices.

Our Approach:

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

Disclosure requirements for registered investment advisers, affecting how firm information and investment strategies can be presented.

Our Approach:

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

Rules governing private securities offerings, including restrictions on general solicitation and requirements for accredited investor verification.

Our Approach:

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.

Common Questions

Private Equity Video Production FAQs

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.

Q.Do you work with both GPs and institutional LPs?

Yes. For GPs, we produce fundraising, LP communication, and portfolio company content. For institutional LPs (endowments, pensions, family offices), we've produced internal communication content, investment committee presentations, and stakeholder reporting.

Q.How do you handle confidentiality for portfolio company content?

Confidentiality is paramount. We can produce content under NDA, control distribution through secure platforms, and design content that demonstrates capability without revealing competitively sensitive information. We understand the discretion PE requires.

Q.Can you create content that differentiates our fund in competitive fundraises?

This is a core focus area. Video communicates things that pitch decks cannot: team chemistry, investment judgment, operational capability. We help funds articulate their differentiated approach in ways that resonate with sophisticated LP audiences.

Ready to elevate your private equity communications?

Our team understands private equity requirements. Let's discuss your video production needs.

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