Fellow Monkeys,
I am soon going to attempt to cold email a partner at a fund in my city to pitch an investment idea that is right down the fairway for their fund strategy in the hopes of converting the conversation to a VP seat. I've got what I believe to be a compelling thesis, model, and presentation materials, but only get one shot so I want to make it count when I reach out later this week.
For background, I have 6 years of banking experience and 2 years of corporate development at a PE-backed portco, all covering sectors different from the fund strategy I'm interested in, so it's going to be a long shot. However, I used this exact approach with a smaller fund in a similar sector/strategy earlier this year and was invited in for what I thought was an overwhelmingly positive interview, only to ultimately be ghosted.
Has anyone had success doing something like this and able to share some guidance?
Much appreciated.
Bump for visibility
What are you looking for here exactly? Take the fucking shot. its mental masturbation to ask here for validation.
Take the shot
I had tons of success doing this earlier in my career. This trick is to make it short and punchy. Not a 20 page deck that seems like your recycling a case study for a different process.
Focus on the broad theme, thesis, numbers should be a supporting point, not the focus. Focus on risk. Have a page with Next Steps. Keep the deck to 4-7 pages, max.
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