Video is an essential tool for amplifying your IR + fundraising
Leveraging video within your investor decks, portals and data rooms can be transformative to your investor relations. By complementing copy and statistics with concise, engaging clips, you create higher engagement, deeper transparency, showcase personalities and expertise – while making it easier for stakeholders to grasp your unique value proposition.
Here is a summary of where video can be used online to complement your online IR environments.
Investor Decks
- Executive Summary – Use a brief introductory video to articulate your core thesis and investment narrative in a personal, engaging manner.
- Market – Include a concise market-overview video highlighting macro/micro tailwinds to show why the opportunity is compelling.
- Thesis – Present a short explainer on your investment themes and differentiators, giving LPs a clear sense of your unique perspective.
- Track Record – Feature team overviews, adviser insights and past successes through video testimonials that showcase your expertise.
- Fund Structure + Terms – Provide an animated clip breaking down fees, lock-ups, and liquidity to make these frameworks more digestible.
- Investment Strategy – Share a brief walk-through of geographic focus, deal sourcing and risk-management to show how you find and protect value.
- Origination Workshop – Add a workshop-style video that walks LPs through your deal-sourcing funnel, showing how you identify, screen and prioritise opportunities.
- Due Diligence Workshop – Include a deep-dive video demonstrating your diligence framework, checklist and cross-functional review systems.
- Value-Creation Playbook – Offer concise case-study videos, on buy-and-build, sustainability, or international expansion that prove how you lift portfolio performance.
- Governance – Summarise compliance and reporting processes in a succinct video that underscores your accountability.
- Target LP Profile – Present a snapshot of your ideal investor profile and how you tailor solutions to different LP types, aligning outcomes.
- Case Studies – Include short narrative videos that let founders or operators speak directly to their experience working with your team, showcasing how you add value.
- Call to Action – Close with a clip that outlines next steps and timelines for potential investors to engage.
Additional Enhancements
- Competitive Landscape – A simple animated map or brief expert interview to bring the competition overview to life.
- Team Culture + Values – Behind-the-scenes clips to show collaboration, commitment to sustainability, culture and diversity in action.
- Founder Testimonials – Fast founder sound-bites reinforce trust by highlighting your value-add.
- Exit Strategies + Impact – A short video from a notable exit exemplifies your process and showcases realised returns.
Investor Deck Final Thought – A Flagship Investor Office Visit
Imagine a marquee LP touring your office with every department poised to present in perfect sequence: leadership sets the vision, investment teams detail sourcing and diligence, portfolio specialists highlight value-creation wins, and compliance/legal round out with governance assurance. Capture key elements of this orchestrated walkthrough as a polished, end-to-end video – your virtual open house that lets any investor experience the full breadth of your talent, culture and capabilities in one compelling narrative.
Onboarding Hub
- Step-by-Step Journey – Sequenced clips guide LPs from expression of interest through KYC/AML, due-diligence questionnaires and final subscription.
- Form-Filling Guides – Short screen-share videos show how to complete each key document correctly, first time.
- Regulatory Snapshot – An animated overview of UK, EU, and US investor-protection rules for global compliance standards.
- Welcome from the CIO – A personal greeting outlines timelines, introduces the team and invites questions to build rapport from day one.
Due-Diligence Data Room
- Navigational Tour – A two-minute walk-through explains folder hierarchy and flags critical documents.
- Fund Overview Explainer – A concise summary of mandate, vintage, size and target returns orients prospects before they dive into docs.
- Legal + Compliance Decoders – Brief clips demystify LPA clauses, fee mechanics, and key risk factors.
- Financial Headlines – The CFO delivers headline figures, portfolio NAV movement, and cash-flow trends.
- Deal-Pipeline Snapshot – A monthly or quarterly video on funnel metrics and top prospects demonstrates sourcing momentum.
- Governance + Risk Management – An overview of committees, reporting cadence, and internal controls for institutional LPs.
- Meet-the-Team Montage – Bite-size introductions from investment professionals, operating partners and advisers to showcase the team.
- Post-Investment Support – Value-creation leads showcase buy-and-build, tech, ESG or international expansion playbooks.
Investor Portal (Post-Close)
- Quarterly State of the Fund – The CIO or CFO walks through performance, exits, and outlook.
- Live Q+A Replays – Recordings of webcast sessions are available for LPs who missed them.
- Deal Announcements – 60-second videos on new investments, bolt-ons, or follow-ons, pushed via email alert and portal feed.
- Exit Case-Study Clips – Two-minute videos combining founder and investor commentary with outcome metrics.
- Awards + Conference Highlights – Event highlight reels to reinforce brand and thought leadership.
- Pipeline Progress Updates – Snapshots on term sheet signings, exclusivity and diligence milestones to keep LPs informed.
- Operational Announcements – Short clips introduce new offices, hires, partnerships, or sustainability initiatives.
- Impact + Sustainability Progress – Visual summaries of annual impact metrics or UN PRI scores to complement written reports.
Conclusion
Thoughtfully deploying short, purpose-built videos across your investor deck, onboarding hub, data room and post-close portal transforms investor relations from static documents into engaging, interactive and real time dialogue. By humanising complex data, demystifying processes and keeping LPs continuously updated, you reduce friction, deepen trust and ultimately accelerate commitment and reinvestment decisions. Whether it’s a 30-second deal update or a granular diligence workshop, each clip should serve a simple goal: making it easier for investors to see the value you create – and understand why they belong on the journey with you.