Keeping investors informed across time zones—from Asia to the Americas—can be a logistical challenge. Video has become an effective medium for delivering transaction updates in a polished, compliant, and engaging format. It allows deal teams to share insights directly with investors, minimising the need for multiple update calls and keeping their focus on execution. Here are a few examples:
Presenting New Deals and Bolt-ons
Highlight your latest investment by presenting the key financials, the business’ background, the due diligence or origination process and introducing the management team. Video enables investors to gain a comprehensive understanding of the deal’s fundamentals in a succinct and impactful way.
Co-Investment Opportunities
Through interviews with the CEO and Deal Partner, present the co-investment opportunity directly to potential investors. This streamlined approach allows co-investors to quickly signal their interest, resulting in more efficient and productive follow-up discussions.
Exit Announcements
Showcase key metrics and performance highlights from a recent sale. Video presentations help summarise complex results in a clear and compelling way for stakeholders.
Fund Updates
Deliver a visual overview of your fund’s current status, providing investors with essential insights and context. A well-produced video summary simplifies complex data, helping investors stay informed with greater ease and clarity.
This approach not only saves time and resources but also enhances engagement, allowing for more meaningful and efficient investor communications.
Benefits of Transactional Content
- Enhanced Engagement: Video content captures attention more effectively than traditional methods, making it easier to convey information and keep viewers engaged.
- Consistency & Compliance: Videos ensure that all investors receive uniform information, minimizing miscommunication and supporting compliance with regulatory standards.
- Time & Cost Efficiency: Replacing numerous individual calls with a single video recording saves significant time and resources, enabling teams to focus on higher-priority strategic activities.
- Improved Accessibility: Videos can be accessed on-demand, accommodating various time zones and schedules, ensuring all investors stay informed at their convenience.
- Data Analytics: Video platforms offer detailed analytics, allowing firms to track viewer engagement and identify which parts were most watched. This data helps optimise future communications.
- Brand Building: High-quality video presentations enhance a firm’s brand image, demonstrating professionalism and a commitment to innovative communication methods.
- Natural Conversations: After viewing a video update, follow-up conversations with investors can flow more naturally, allowing for quicker and deeper dives into specific details.
Video enables you to cover ground more quickly while making your good news work harder for you. Instead of coordinating and repeating the same call with multiple investors, a single recording reaches them all at once. You can then follow up with detailed information as needed, streamlining communication and boosting efficiency.
By leveraging video for transactional content, private equity firms enhance both communication speed and transparency, building stronger relationships with investors, fostering greater trust, and ultimately driving better outcomes.
Due to NDAs we can never share our transactional content. However, here is an example of a hypothetical exit case study we have created.
This article was written by Mungo Park of 52 Partners. 52 Partners is a digital and content specialist for private capital firms.