Capital Markets
Relationships close deals.Notes keep them warm.
Investment banks, private equity firms, asset managers and venture capital funds use handwritten notes to stand out in inboxes full of pitch decks and quarterly updates.
Why it works
In a marketof identical decks,
The firm that follows up in ink is the firm that gets remembered. A handwritten note signals intention without saying a word.
Deal-flow follow-up
After a pitch or first meeting, a handwritten note arrives when the email thread has gone cold.
LP and investor updates
Quarterly letters get skimmed. A personal note around a distribution or milestone gets kept.
Portfolio company support
Congratulate founders on closes, launches and exits in a way that scales across the firm.
Referral and introduction thanks
The source of your next deal deserves more than a templated email.
Use cases
Moments worthwriting about.
Post-pitch thank-you
Land in the partner's hand the day after the deck is sent.
Capital-raise milestones
Mark first close, final close and distribution events personally.
LP anniversary or distribution
A handwritten note around a distribution outlasts the quarterly PDF.
Portfolio founder recognition
Celebrate wins with founders in a format they will keep on the desk.
Automation
Connected to your deal and investor systems
CRM stage changes, capital events and portfolio milestones trigger notes without adding manual work to the deal team.
- Salesforce
- HubSpot
- Zapier
- Make
Testimonials
What people saywhen the card arrives.
Get started
Close morein ink.
Request a sample card written for a capital markets firm.