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Thesis & Presentation

Fund Presentation - Clarification on Value Add Slide

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Jul 24, 2023
What should distinguish the Value Add Slide from the Thesis Slide and the Track Record Slide, if the Value Add is already part of both the Thesis and the Track Record ?
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Mike Suprovici
Accepted Answer
Jul 24, 2023
Value Add - Describe your value add in more detail, possibly with some examples on how you have executed in the past. 

Thesis - Add your 1 sentence thesis here and nothing else.

Track Record - Demonstrable stats to show your previous investment track record only with investments that are on thesis. 

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