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Your team knows the business better than anyone. Collateral adds specialist investor communications experience to help you prepare for a raise, exit, or M&A process. Our senior-led team works alongside you on the investment narrative and materials, combining financial expertise with writing and design. Request samples of our work.

Help investors understand what makes your business valuable and where you plan to take it. Collateral connects your financials and growth plans in an investment narrative investors can evaluate. We combine financial research with writing and design to make the opportunity easier to understand. Request samples of our work.

Help potential clients understand what sets your firm apart. Collateral helps financial services and B2B firms communicate their expertise through media relations, research, and content, so prospective clients can see why that expertise matters to them. Request samples of our work.

Your firm's most valuable insights shouldn't stay inside partner meetings and client conversations. Collateral helps founders and senior executives share that knowledge through content and media opportunities that reach beyond their existing relationships. Request samples of our work.

Work with people who understand finance and how investment opportunities are evaluated. Collateral's team brings experience at Goldman Sachs and Neuberger Berman, as well as in private equity and family offices. We apply that experience to the research and creative work behind your investor materials. Request samples of our work.

You’re losing deals to firms that aren’t better than you. They just make a better case for themselves. Nobody tells you that’s why you lost. They say, “We went in another direction.” Before deciding, they read your deck, visit your website, check LinkedIn and search for recent press. Your deck tells one story. Your website tells an older one. Your executives have gone quiet. Your competitor presents one clear, credible firm everywhere the market looks. Collateral fixes that in two stages. First, we build your Communications Infrastructure: positioning, narrative, research, materials, brand, website and channel strategy. One defensible case across every touchpoint. Then we run Ongoing Communications: media relations, executive thought leadership, LinkedIn, newsletters, research and investor updates. The first stage builds the case. The second keeps proving it. So when you raise capital, pursue a mandate or announce a transaction, the market already knows who you are and why you matter. Across 450+ engagements in 40+ industries, representing $25B+ in capital, we’ve seen capable firms lose because their communications never caught up with their work. If your firm is better than the version the market sees, Collateral Partners will fix the version. Learn more here: https://lnkd.in/e6euGY4h