At Orca, we often hear from clients looking for direction on how to present their companies and strategies effectively on the platform. While Orca’s design is intuitive, the real challenge lies in crafting content that resonates with LPs. After all, the platform is just the stage—it’s up to you, as the GP, to deliver the performance.
Over time, we’ve noticed some common missteps in strategy presentations that can cause even the most promising pitch to fall flat. These aren’t mistakes in intent but rather in delivery—relying on overused phrases or assumptions that LPs might find unconvincing, or worse, disengaging.
Take, for example, the all-too-familiar claim, “We’ve adapted our strategy to take advantage of market changes.” While it sounds forward-thinking on the surface, LPs may perceive it as a reaction to underperformance rather than a proactive, thoughtful evolution. A better approach is to highlight lessons learned from past experience and articulate how these lessons have informed your strategy. This framing not only builds trust but also positions you as a GP who is both self-aware and forward-looking.
Another common pitfall is downplaying competition. The statement “We don’t see much competition in our part of the market” often raises eyebrows. LPs are well-versed in the landscape and have likely engaged with your competitors. Claiming a lack of competition can come across as naive or even dismissive. Instead, focus on your differentiation—what makes your approach unique and how it delivers results. Your track record should be the anchor here, not the absence of competition.
Team composition is another area where presentation matters. Highlighting a team with credentials from prestigious firms is undoubtedly impressive, but it can fall short if it doesn’t connect to the operational expertise LPs value. They want to see how your team’s collective experience translates into managing businesses effectively—not just optimizing them on spreadsheets.
The idea of value creation is perhaps the most universal yet most easily diluted statement in GP pitches. “We add value post-investment” is a phrase LPs hear from every GP. What they want instead is a demonstration—specific examples of how your approach has driven growth, improved efficiency, or unlocked new opportunities. Show, don’t tell.
Ultimately, the goal of your presentation—whether it’s on Orca or in a meeting—is to build trust and credibility. LPs appreciate transparency, clarity, and a genuine understanding of what makes your strategy stand out. A pitch isn’t just about conveying information; it’s about telling a story that resonates.
Orca gives you the platform to do just that, but the content remains yours to craft. By focusing on differentiation, authenticity, and meaningful examples, you can ensure your strategy presentation not only avoids common pitfalls but also leaves a lasting impression.
Here are some common pitfalls and how to navigate them:
What not to say:
“We’ve adapted our strategy to take advantage of market changes.”
Why It Misses: LPs might interpret this as reactionary or underperformance-driven.
What to do instead:
Frame it as a thoughtful evolution rooted in “lessons learned,” with a clear explanation of how it benefits future performance.
What not to say:
“We don’t see much competition in our market.”
Why It Misses: LPs know the market and may even have met your competitors. Claiming no competition can backfire.
What to do instead:
Focus on what makes your strategy unique and valuable, letting your track record do the talking.
What not to say:
“Our team comes from top firms like [insert prestigious name].”
Why It Misses: Credentials are great, but LPs want to see operational experience that drives real value.
What to do instead:
Showcase hands-on expertise and how it directly supports your investment approach.
What not to say:
“We add value post-investment.”
Why It Misses: LPs hear this from every GP. Without specifics, it sounds generic.
What to do instead:
Provide clear, data-backed examples of how you’ve created value in the past and how you plan to replicate that success.
Using Orca effectively means focusing on authenticity, differentiation, and transparency in your strategy presentation. LPs appreciate real-world examples, clarity, and a focus on your unique strengths.
Looking for more advice? Get in touch
Let’s keep raising the bar for GP presentations!
Stay Illiquid
Kasper
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