Quarterly LP letters
Portfolio update · market view · risk framing
↗ For private credit funds & hedge funds Your LP communications,
Your LP communications,
produced in video.
Quarterly LP letters, credit market commentary, and portfolio updates — branded video built for institutional audiences and fund manager standards.
Built around your expertise Approval before delivery Private or public distribution
BRIEFING DESK IN PRODUCTION
Quarterly LP letters Approved source · ready
✓ NARRATIVEMOTIONDELIVERY
produced in video.
ReportReel productionREADY TO REVIEW
What funds send us
The writing your IR already drafts.
Your investor relations team writes more than your LPs read. Video carries the portfolio thesis, the market view, the risk framing — in a format GPs and allocators actually open.
Credit market commentary
Spread analysis · defaults · distressed flow
↗Portfolio updates
Top positions · thesis revisions · realizations
↗Stress events
Rate moves · credit events · geopolitical
↗Fundraise decks
Video companion to the PPM / pitch deck
↗Annual meeting content
AGM presentations · year-in-review
↗ The attention gap
Dense written expertise still matters. Video gives more of your audience a way into it.
Why video
Institutional tone. Human delivery.
LPs want substance. GPs want presence. Video is the rare medium that signals both — without the logistics of a recorded call.
LP engagement, not LP fatigue
Your LPs receive quarterly updates from dozens of managers. Video differentiates without being gimmicky — and ages well when archived in the data room.
Annual meeting continuity
The annual meeting happens once. Recurring video keeps the voice of the fund present between them — same visual signature, same cadence, same trust-building.
506(c) and wall-cross friendly
We understand the difference between 506(b) relationship content and 506(c) public-solicitation communications. Script-stage classification prevents regulatory drift.
How it works
Send letter. Receive video.
Quarterly or monthly cadence matched to your LP communication schedule.
Send what you publish
Forward your latest note, draft, or brief. Full text, bullet points, or a topic — whatever stage you're at.
We produce the video
Scripted, edited, and branded to your firm. Script approval before production; final-cut approval before delivery.
Delivered in 24 hours
Master MP4 plus social cuts and an email-ready thumbnail. Ready for LinkedIn, your site, and your next send.
FAQ Practical questions,
Practical questions,
straight answers.
Every engagement is scoped around your material, approval process, cadence, and audience.
01 Can this work for 506(c) fundraise content? +
Yes, with the appropriate disclaimer and accredited-investor-verification workflow built in. Script-stage classification determines whether a piece is 506(b) relationship content or 506(c) solicitation; each has different rules and we apply the matching workflow.
02 How do you handle LP confidentiality? +
Specific position names, LP names, and any wall-cross sensitive content are redacted or abstracted per your communications policy. NDA is in place before any LP-identifying material is shared.
03 Can we host these inside our data room only? +
Yes. Hosted private link with access controls (password, time-limited tokens). Or delivered as files for your existing data-room platform (Intralinks, Datasite, etc.).
04 How about performance references in video? +
Performance claims are scripted per your firm's standard performance disclosure language (net of fees, benchmark comparisons, time period disclosures). Nothing ships without compliance review.
Start with one update
Your next LP update, in video.
Send us a recent LP letter or quarterly commentary. We'll review under NDA and come back with a proposal scoped to your reporting cadence.
Discuss a briefing ↗