Institutional-quality collateral proven in $10B+ of capital raised
Get institutional-grade Collateral materials custom-built for your project by a team of financial experts and designers. Earn investor confidence by communicating your strategy and vision in a clear and compelling way.Request samples from past successful projects.
Get Started with Collateral Partners
Our Services
Services
The collateral process
Service Stack
Wherever Capital Moves, We’ve Been There
Collateral Partners translates complex financial strategies into clear, impactful communication.
iCore - From M&A Capital Raise to Go-to-Market
iCore is a comprehensive practice and revenue cycle management platform for the dental industry, built by acquiring and merging three complementary software businesses into one provider.
Fort Capital - Industrial Real Estate Fund
Fort Capital is a real estate investment firm specializing in Class B industrial properties, with more than $2.1 billion in lifetime transactions and a focus on high-growth Sun Belt markets.
Ventriloc - Transaction Readiness
Ventriloc is an early-stage data services company that engaged Collateral Partners to prepare for sale negotiations and communicate its value to potential acquirers.
Keel - M&A Advisory Firm
Keel Advisory Partners is a financial execution partner supporting middle-market companies, lenders, and private equity sponsors through growth, transactions, and positioning at critical inflection points.
Wherever Capital Moves, We’ve Been There
Collateral Partners translates complex financial strategies into clear, impactful communication.
iCore - From M&A Capital Raise to Go-to-Market
iCore is a comprehensive practice and revenue cycle management platform for the dental industry, built by acquiring and merging three complementary software businesses into one provider.
Read Case Study
Fort Capital - Industrial Real Estate Fund
Fort Capital is a real estate investment firm specializing in Class B industrial properties, with more than $2.1 billion in lifetime transactions and a focus on high-growth Sun Belt markets.
Read Case Study
Ventriloc - Transaction Readiness
Ventriloc is an early-stage data services company that engaged Collateral Partners to prepare for sale negotiations and communicate its value to potential acquirers.
Read Case Study
Keel - M&A Advisory Firm
Keel Advisory Partners is a financial execution partner supporting middle-market companies, lenders, and private equity sponsors through growth, transactions, and positioning at critical inflection points.
Read Case Study
Wherever Capital Moves, We’ve Been There
Collateral Partners translates complex financial strategies into clear, impactful communication.
iCore - From M&A Capital Raise to Go-to-Market
iCore is a comprehensive practice and revenue cycle management platform for the dental industry, built by acquiring and merging three complementary software businesses into one provider.
Read Case Study
Fort Capital - Industrial Real Estate Fund
Fort Capital is a real estate investment firm specializing in Class B industrial properties, with more than $2.1 billion in lifetime transactions and a focus on high-growth Sun Belt markets.
Read Case Study
Ventriloc - Transaction Readiness
Ventriloc is an early-stage data services company that engaged Collateral Partners to prepare for sale negotiations and communicate its value to potential acquirers.
Read Case Study
Keel - M&A Advisory Firm
Keel Advisory Partners is a financial execution partner supporting middle-market companies, lenders, and private equity sponsors through growth, transactions, and positioning at critical inflection points.
Read Case Study
What our clients say
Perspectives from clients who partnered with Collateral Partners to strengthen positioning, build credibility, and maximize enterprise value.
Collateral Partners became our scalable solution instead of hiring costly associates. They effortlessly transition across industries—like healthcare and manufacturing—producing pitch materials, presentations, and client deliverables. We've effectively white-labeled their expertise to grow without increasing headcount.
Dan Picmann
CEO & Co-Founder
Dan Picmann
CEO & Co-Founder
Chris Powers
Founder & Executive Chairman
Jack Kemps
Partner & CIO
Stephen Lowery
CPA | Managing Principal
Jean-Fraçois Laberge
Co-Founder & CEO
Chris Biesanz
Principal
What our clients say
Perspectives from clients who partnered with Collateral Partners to strengthen positioning, build credibility, and maximize enterprise value.
Collateral Partners became our scalable solution instead of hiring costly associates. They effortlessly transition across industries—like healthcare and manufacturing—producing pitch materials, presentations, and client deliverables. We've effectively white-labeled their expertise to grow without increasing headcount.
Dan Picmann
CEO & Co-Founder
Dan Picmann
CEO & Co-Founder
Chris Powers
Founder & Executive Chairman
Jack Kemps
Partner & CIO
Stephen Lowery
CPA | Managing Principal
Jean-Fraçois Laberge
Co-Founder & CEO
Chris Biesanz
Principal
What our clients say
Perspectives from clients who partnered with Collateral Partners to strengthen positioning, build credibility, and maximize enterprise value.
Collateral Partners became our scalable solution instead of hiring costly associates. They effortlessly transition across industries—like healthcare and manufacturing—producing pitch materials, presentations, and client deliverables. We've effectively white-labeled their expertise to grow without increasing headcount.
Dan Picmann
CEO & Co-Founder
What our clients say
Perspectives from clients who partnered with Collateral Partners to strengthen positioning, build credibility, and maximize enterprise value.
Collateral Partners became our scalable solution instead of hiring costly associates. They effortlessly transition across industries—like healthcare and manufacturing—producing pitch materials, presentations, and client deliverables. We've effectively white-labeled their expertise to grow without increasing headcount.
Dan Picmann
CEO & Co-Founder
Dan Picmann
CEO & Co-Founder
Chris Powers
Founder & Executive Chairman
Jack Kemps
Partner & CIO
Stephen Lowery
CPA | Managing Principal
Jean-Fraçois Laberge
Co-Founder & CEO
Chris Biesanz
Principal
benefits
The Collateral Difference
Asset Managers
Institutional digital presence at every LP touchpoint, marketing diligence for sponsors evaluating targets, and embedded growth programs across portfolio companies. Better fundraises, sharper underwriting, and measurable value creation post-close.
Operating Businesses
Brand and positioning that shape how the market sees you, demand generation that turns positioning into pipeline, and sales enablement that closes premium deals. Higher win rates, stronger pricing, and revenue the market can underwrite.
Service Providers
Firm-level brand and positioning that scales above any single partner, digital and search infrastructure built for inbound, and pursuit materials that win institutional mandates. Attributable inbound, premium fees, and recognition above the individual level.
The Framework That Turns Market Complexity Into Investor Buy-In
Combining strategic storytelling, deep industry research, and world-class design to create collateral that drives results.
Research
Market intelligence that reveals where you win. Deep industry insights and data-backed analysis that give your materials clarity, credibility, and substance.
Research
Market intelligence that reveals where you win. Deep industry insights and data-backed analysis that give your materials clarity, credibility, and substance.
Strategy
Investment theses built on logic and clarity. Messaging frameworks that articulate value, align stakeholders, and withstand due diligence across every stage of the process.
Strategy
Investment theses built on logic and clarity. Messaging frameworks that articulate value, align stakeholders, and withstand due diligence across every stage of the process.
Design
Sophisticated visuals that match your strategy. Complex ideas transformed into clear, compelling presentations that earn attention, inspire confidence, and build lasting trust.
track record
Trusted By Sophisticated Businesses Just Like Yours
Capital Represented
Capital Represented
Capital Represented
Client Engagements
Client Engagements
Client Engagements
Collateral Items Created
Collateral Items Created
Collateral Items Created
Collateral intelligence on capital, growth, and market strategy
Collateral intelligence on capital, growth, and market strategy
Collateral intelligence on capital, growth, and market strategy
Collateral intelligence on capital, growth, and market strategy
FAQ
Any question?
Oil volatility affects margin requirements because clearinghouse models use recent and implied volatility as core inputs, raising collateral demands when sustained price swings increase risk estimates across derivatives positions.
We serve sophisticated financial organizations including private equity firms, hedge funds, family offices, emerging managers, and institutional asset managers. Our clients typically require institutional-grade materials for capital raising, investor relations, and business development. We work with firms of all sizes that value strategic advisory expertise and professional presentation standards.
Project timelines vary based on scope and complexity. Standard investment presentations typically take 2-3 weeks from kickoff to final delivery, including strategic development, research, and design phases. Partnership engagements and comprehensive projects may extend to 4-6 weeks. We offer expedited delivery for time-sensitive requirements.
Our pricing is project-based and depends on scope, complexity, and strategic requirements. We provide detailed proposals after understanding your specific objectives. As a specialized advisory firm serving financial services, we deliver exceptional value through our integrated approach that eliminates the need for multiple vendors.
Yes, we execute comprehensive confidentiality agreements with all clients. Given the sensitive nature of financial information, we maintain strict internal protocols for data security and limit access to essential team members only. We're happy to execute your NDA or provide our standard agreement.
Our collaborative process includes structured review stages at each phase (strategy, content development, and design). Most projects are completed within two revision cycles due to our thorough discovery process and ongoing communication. Additional revisions are available as needed to ensure complete satisfaction.
Unlike traditional marketing agencies, we combine deep financial services expertise with strategic advisory capabilities and institutional-grade design. Our team understands complex investment structures, LP expectations, and institutional decision-making processes, eliminating the learning curve and ensuring sophisticated, credible materials from day one.
Yes, we seamlessly integrate with existing brand standards while ensuring all materials meet institutional presentation requirements. If formal guidelines don't exist, we can develop professional visual identity systems. Our objective is to enhance your brand positioning while maintaining consistency across all stakeholder touchpoints.
Upon final payment, you retain full ownership of all deliverables with unlimited usage rights. We maintain ownership of our proprietary methodologies, frameworks, and internal processes. All source files and editable formats are provided as specified in the engagement agreement.
Our research phase includes comprehensive market analysis, competitive intelligence, and investment thesis validation using proprietary databases. We review all provided materials, conduct independent research, and interview key stakeholders to ensure accuracy and strategic alignment.
Every engagement follows our institutional-grade quality assurance process. Research is validated against multiple sources, content undergoes professional editing and fact-checking, and design receives senior-level review. All materials are approved by experienced team members before client presentation to ensure consistency with institutional standards.
Yes, we create sophisticated websites and digital platforms optimized for institutional audiences. Our digital services include custom design, strategic content development, and technical implementation. We handle everything from investor portal development to comprehensive corporate websites with integrated analytics capabilities.
We deliver materials in all formats required for your specific applications. Standard deliverables include editable PowerPoint presentations, high-resolution PDFs, and source design files. Digital projects include all necessary assets, documentation, and technical support as specified in the engagement scope.
We've designed our process to minimize demands on your time while ensuring strategic accuracy. Following comprehensive discovery, we typically require only scheduled review sessions and structured feedback. Our team independently handles all research, strategic development, and design work to maximize your operational efficiency.
Yes, we offer retainer partnerships for clients requiring regular updates, ongoing materials, or dedicated capacity. This includes quarterly investor communications, IC memos, board materials, and new collateral development. We function as your external marketing department, maintaining consistency and institutional memory.
We offer annual retainer partnerships designed specifically for private equity firms, family offices, and institutional managers. These arrangements provide dedicated capacity, preferred pricing, priority scheduling, and ongoing strategic consultation. Partnership clients receive same-day to 48-hour turnaround on standard materials.
Our team has extensive experience across financial services including private equity, hedge funds, real estate investment, private credit, venture capital, emerging managers, and family offices. We understand sector-specific terminology, performance metrics, regulatory requirements, and stakeholder expectations for each vertical we serve.
The engagement begins with a strategic consultation to understand your objectives and capacity requirements. We then provide a detailed proposal outlining scope, timeline, and investment. Upon agreement, we initiate comprehensive discovery to ensure complete alignment on strategic objectives and deliverable requirements. Contact us to schedule an initial consultation.
Win investor confidence with institutional-grade fundraising materials
Win investor confidence with institutional-grade fundraising materials