Does your fund really need a pitch deck?

In short, yes. A pitch deck is essential. Considering that 29 percent of small businesses fail because they run out of cash, and 14 percent fail because of poor marketing, a good pitch deck is key for raising capital and convincing business partners to work with you. Even huge companies like Facebook and Google started with a pitch deck.

Why bother with a pitch deck?

Think of your pitch deck as your business card that presents the essential information about your company to investors. Your pitch deck should be a short presentation of your business plan that outlines all the key elements of your business, including your business model, your team, and the purpose of your company.

Some startups prefer to pitch their business case over the phone. Although this might sound like a great way to share your ideas without giving confidential information to a stranger, big-time investors won’t take you seriously without a detailed pitch deck. Most investors don’t like lengthy phone calls. They want a quick explanation of your company that helps them decide whether it’s a good fit for their investment portfolio. They’d rather flip quickly through a deck and ask questions later, if they find the business idea interesting.

Put your best pitch forward

Now that you know a pitch deck is a necessary tool for raising capital for your fund or startup, follow through with a well-designed, structured deck. Relevant information should be laid out in a way that’s easy to understand, and a professional layout helps you stand out from other startups. If you want to raise money, spending time producing a great pitch deck is well worth the effort.

Keep in mind what information is most important to investors – the business case, market opportunity, and return on investment for them. Unfortunately, many startups pull their content together at the last minute, resulting in crowded slides and missed KPIs. If an investor or business angel needs to spend too much time finding the important information, your deck will probably get tossed.

Don’t let your deck end up in the waste bin! Not only is a professional pitch deck is a great asset for investor meetings, creating a deck forces the founder to systematically analyze every part of their startup’s business model. By combing through your ideas step-by-step, you can identify loopholes and defects before bringing the business to market, setting you and your company up for success. For more specifics on what should be included in your pitch deck, check out 5 Keys to a Great Pitch Deck.

Geraci Media is uniquely positioned to help fund managers succeed with a well-designed, compliant pitch deck. Check out our past work here, and reach out to us here to get started.

Marketing Ideas for Private Lenders in 2019

As we enter 2019, the New Year ushers in new opportunities for private money lenders to rethink the way they work. This year, dedicate yourself to working smarter, not harder, by boosting your brand through your existing, established marketing channels.

Here are some marketing ideas for 2019 that will help you improve your online presence and build your business.

Embrace Content Marketing.

It’s easy enough to say that you are going to market more in 2019, but sometimes people overlook the “low hanging fruit.”  What about your past customers that may need your services again in 2019?  It’s smart to stay in contact with your borrower and investor base through online content marketing, however these people are most likely getting pounded with weekly emails about lending options.  Consider how to best stand out by posting or sending information about topics your borrowers and investors will find useful or entertaining.  By sending relevant information, you’re fresh on their mind for when the time comes to begin the next deal.

Utilize Social Media.

Millions of Americans use social media every day.  It is ingrained into today’s society.  Use this modern-day marketing marvel to your advantage by promoting your business and services, while building an online following.  Private lenders should use social media not to promote boring loan programs, but to post and comment on content that is relevant to consumers.  How are the house flipping markets looking? What private money loan options are available to investors?  Posting relevant and timely info allows you to still interact with your base while engaging potential new clients across multiple platforms.  As a marketing professional or lender, you need to meet your customers where they are, and today – they are online.

Review and Purge Your Database.

Most private lenders have a database of old client contacts, but few clean up their records to ensure their content gets delivered.  Too many bounces or spam notices can flag your domain and result in your newsletters or email content ending up in the recipients’ junk folder.  Take the time to clean up your data by updating addresses, purging dead accounts, and adding your new prospects’ or clients’ email addresses to your database.

Ensure Accuracy.

It’s not enough to send out your newsletter each month hoping that your contact information reaches the intended recipient.  Ensuring your data is consistent and up-to-date across all of your marketing platforms is critical.  Your website, social media profiles, review sites, blogs, and email marketing should all be consistently aligned with your brand.  Failure to do this simple task could mean losing out on that next big deal because they called the wrong number or sent an email that went unanswered.  Private money is historically a time-sensitive matter.  If a borrower can’t get through to you, they will move on to your competitor.

Manage Your Reviews.

Today’s consumers have the power to affect a business like never before in history.  Sites like Yelp, Google, and Facebook prompt consumers to post reviews of companies that they interact with.  While a good review can mean new business, likewise, a negative review could permanently damage your reputation.  In 2018, more than 95% of all consumers read reviews for local businesses, and 85 percent trust reviews as much or more than a personal recommendation.

Online reviews are critical for businesses, both for building your brand as well as managing your reputation.  Anyone who has been in the loan business for some time understands that you cannot please everyone all the time.  Negative reviews are a fact of life, even if you feel you did not deserve it.  It’s how you handle those reviews that is the real challenge.  When someone is accused of doing something wrong, the first human emotion is to strike back.  Rather than complicate the issue, take time to step back and get to the bottom of the issue.  Ask the reviewer what went wrong.  Ask how you can make it better next time.  You may not be able to erase the negative review, but you can show other potential customers that you are proactive in finding a solution to the problem if it occurs in the future.

Automating Your Marketing.

For private money lenders, managing a daily pipeline of clients and prospects can be a daunting task.  When it gets busy, marketing seems to come last on the to-do list of most hard-working originators.  With automation, you can set your email and content marketing to get posted or updated automatically.

Automation is a fantastic way to consistently reach out to an audience and stay in touch, even when you don’t have the time to write a blog or create a marketing piece.  Several online tools can help you set up and manage automated marketing.

As the New Year begins, try to focus your energy on reestablishing and promoting your brand with current clients and reaching out to new prospects online.  The economy is still red hot, and lending rates are holding steady.  As housing prices continue to rise, more new homebuyers will enter the private money marketplace, while others will search out bridge and secondary financing.  By getting your 2019 marketing plan organized and implemented, you will be in a better position to build and maintain a strong online presence that will refill your pipeline all year long,

Tips for Launching a New Brand


In today’s inter-connected, online world, new products and services seem to pop up every day. When you’re planning to launch a new brand, how do you stand out amongst a sea of competition? The answer is to develop and build a launch campaign as strong as your brand.

If this is your company, your brand, you’ve probably put a lot of blood, sweat, and tears into developing your future. A brand lets you differentiate your business from your competitors with an identity that resonates with your target customer base. After you reach the point where your product is ready for launch, it’s easy to feel an urge to hit the market as soon as possible.

While it is tempting to sprint into the marketplace, careful and thoughtful preparation is a must, to ensure you don’t diminish your chance to make that critical first impression.

Whether you’re building a brand from scratch, or merely re-launching and re-branding, a well-conceived, well-developed plan is vital to your success. Here are some tips to consider for your branding launch.

Plan Accordingly

Building a brand for your company is one of the most important things you can do as a “marketer”. Please don’t rush into it. Make sure to allocate enough time designing and planning your launch. If you hire a marketing agency to enhance your launch, make sure you have clearly expressed your vision and that it’s portrayed through each press release, brochure design, and google campaign.

Your product or service doesn’t need to be 100 percent ready to start preparing for its launch and getting your marketing pieces established early in the process will be key to a successful launch.

Entice Your Prospective Audience

Don’t just drop your brand into the marketplace by parachute. Build up your audience’s anticipation by offering hints about the launch of your brand. Provide a sneak peek about your brand and what your audience can expect and when they will finally see it. Building the suspense early will make people stand up, take notice and become much more interested once you make that launch.

Make Your First Impression Count

Now that you’ve built anticipation for your brand, make it count! Creating a powerful first impression is the quickest way to gain customer support and retain their loyalty long-term. This strategy goes back to planning. By strategizing and planning your launch in advance, you’ll be able to hit the ground running.

Understand What Your Audience Wants

As part of your planning and preparation, make sure you know your potential customers. Understanding what they want and expect is just as important as what you are providing. Your goal should be to initially launch your brand to as many people as possible and get as much attention as you can from day one.

When you understand your audience, and what they expect, you will be in the best position to navigate the planning process and determine how to best market your company.

Standardize Your Brand

In today’s day, it’s not enough to create a logo and launch a website. You need to build your company’s presence by branding all aspects of your business. Consistency is the name of the game. You want your brand recognized across all of your platforms. These include logos, websites, cards, letterheads, email marketing, and anything else that connects your business with your customers.

When branding your company, consider who will be looking at your design. Certain colors and shapes are appealing to some groups, while off-putting to others. Consult with a marketing firm that understands your industry and the customers that will be viewing your branding pieces. The right color and logo can boost brand recognition by over 80 percent, so envision a style and color scheme that will be memorable to your target audience.

Your brand is an extension of you. Put yourself in your customer’s shoes and design your brand in a way that would resonate with you as a client. Make it personal, make it exciting, and make it pop!