RESOURCES

Tools that close—without the noise

Co branded one pagers, decks, event kits, reporting samples, and disclosures—built so serious investors and elite rainmakers can move fast and stay inside the lines. Use what you need; we’ll keep it current.

Investor One-Pager Get the Partner Kit
DEAL MATERIALS

Verified resources for informed decisions

We build ready-to-use materials that move deals forward while staying fully compliant. From investor one-pagers to co-branded decks and event kits, every file is designed for clarity, speed, and professionalism. Download what you need—we keep it current so you can stay focused on the close.

Investor One Pager

A crisp overview of our strategy, markets (FL & TX), minimums, and reporting cadence.

Download
Platform Overview Deck

Narrative + operator edge; perfect for first calls and follow ups that actually convert.

Download
Capital Partner Kit

One pager, full deck, IC snapshot, compliance/endorsement disclosures, email invites/scripts.

Download
Event Kit

Co branded invite, run of show, slides, follow up templates, RSVP tracker.

Download

Download concise, compliant assets to brief investors and partners fast. One-pagers, decks, and event kits—refined for clarity and consistent messaging. Performance details, if any, are provided with methodology inside the data room

Browse by Audience

For Accredited Investors

  • Investor One Pager— strategy, markets, minimum, reporting cadence.
Download Investor One Pager (PDF)
  • How It Works— 4 step journey from qualification to reporting; accreditation options.
download How It Works (PDF)
  • Reporting Samples— sample quarterly letter, capital account statement, K 1 timeline.
download Reporting Samples (ZIP)
  • Disclosures & Methodology — net vs. gross, periods, benchmarks, testimonials policy.
Online Disclosures & Methodology
  • Enter the Data Room — eligibility/verification and portal access.
Request Access to data room

For Rainmakers & COIs (CPAs · RIAs · Family Offices)

  • Capital Partner Kit—one pager, deck, IC snapshot, solicitation/endorsement disclosure templates, partner scripts.
Download Capital Partner Kit (ZIP)
  • IC Process Snapshot—weekly windows, memo structure, go/no go rhythm.
download IC Process Snapshot (PDF)
  • Event Kit—co branded invite, run of show, Q&A prompts, follow ups, RSVP tracker.
Download Event Kit (ZIP)
  • Accreditation & Verification—simple explainer for clients; 506(b)/506(c) pathways.
Download Accreditation & Verification (PDF)
  • Co Branded Assets—add your logo/contact for investor one pagers and invites.
Request Co Branded Assets

For Owners & Operators

  • StylesPM Services Overview— learn what the operator does end to end.
View
  • StylesPM Portfolio — representative communities and standards in action.
View
  • Request a Management Proposal—start the conversation with the operations team.
Request

Press & Brand Assets

  • Company Boilerplate— short/long versions.
  • Headshots—leadership (including founder) in color/B&W.
  • Logos— PNG/SVG, light/dark, clear space guidance.
  • Brand Guidelines— typography, color, imagery style.
Download Media Kit
CO BRANDING

Your name, our machine

Add your logo and contact info to one pagers, invites, and follow ups. We’ll return files within one business day in PDF and PPT formats.

Co Branding Form

Event in a Box

45 Minute Briefing

10 min platform story, 20 min operator levers, 10 min Q&A, 5 min next steps.

Audience & Cadence

HNW families, CPAs/RIAs, entrepreneur circles; 2–3 events/month.

Follow Up That Converts

48 hour recap, data room link and scheduled IC window.

Action List

• Co branded invite + RSVP tracker
• Q&A doc + objections map
• Disclosure language for endorsements/solicitations

Download Event Kit
PLAYBOOK

Make it effortless to say “yes”

Send the one pager before the call; bring the deck only if the room needs it. Keep invitations educational, not salesy. After the briefing, give two clear options: enter the data room or schedule a diligence call.

  • Lead with the operator edge; prove it with StylesPM links.
  • Always include the right disclosures.
  • Keep numbers contextual; save performance for the portalUse the IC windows—fast yes/no beats maybe.
  • Close with a date, not a vibe. Use the IC windows—fast yes/no beats maybe.

Current versions

  • Investor One Pager — v1.0
  • Partner Kit — v1.0
  • Overview Deck — v1.0
  • Event Kit — v1.0

We refresh assets quarterly or as needed; check this section for the latest

Live In Style

Micro FAQ

If your question isn’t listed, contact us below. Our team will reply within one business day.

No—these files are educational. Any offer is made only through confidential materials to qualified investors.

Inside the data room with full methodology.

Yes—use the co branding request form above.

Visit StylesPM services and portfolio pages.

Send Us A Message

Resources on this page are provided for educational purposes and do not constitute an offer to sell or the solicitation of an offer to buy any securities. Any such offer or solicitation will be made only through confidential offering materials to qualified investors and in accordance with applicable securities laws. Performance information, if any, is available with methodology in the data room and will identify applicable time periods and whether results are net or gross of fees/expenses. If general solicitation is used under Rule 506(c), participation is limited to verified accredited investors; verification is required prior to subscription. Co branding does not alter offering documents or required disclosures. The Styles Group and StylesPM do not provide tax, legal, or accounting advice; investors should consult their own advisors