Samples: Writing Portfolio
This portfolio showcases selected deliverables crafted for investment firms, startups and findustry-focused ventures—each designed to translate complex ideas into clear, actionable outcomes. My approach blends strategic insight with creative adaptability. Whether you're evaluating writing samples, reviewing frameworks/outlines or getting an idea if my work meets your objectives, I hope this background material is helpful to you. To give you a sense of the range of work that I do, I have included brief descriptions of 10 samples. However, only the samples with icons are available to evaluate/review here. If you would like to review some of the additional samples, please contact me at jeanette@drivinggrowth.net and I will have them emailed to you privately.
PLEASE NOTE:
This portfolio highlights a selection of strategic deliverables abstracted from my confidential client engagements. Each sample reflects a tailored approach focused on audience alignment—supporting reader messaging, guiding financial decisions and/or framing complex decision-making. All content has been anonymized and IN THE PUBLIC DOMAIN for at least 15 years. (So that the risk of exposing easily associated or proprietary information is mitigated significantly.) Having given additional thought to sharing this content publicly, I have decided to limit the proprietary content revieww to three samples.
TO GAIN ACCESS TO A WRITING SAMPLE(S) OF INTEREST TO YOU, PLEASE CLICK ON ITS ASSOCIATED ICON.
EQUITY INDEX FUND
(BROCHURE)
Primary Objective Differentiate the firm’s equity indexing strategy by highlighting two core components designed to deliver above-market returns. Unlike traditional index managers, the approach leverages strategies to closely track the market's return pattern, while seeking consistent outperformance.
Target Investor(s) Introduce U.S. investors to the firm’s distinctive indexing process—positioning it as a forward-thinking alternative to conventional passive strategies.
EVALUATING PRIVATE EQUITY USING MACHINE LEARNING (AI)
(WHITE PAPER)
Primary Objective The first introduction of the use of machine learning (early precursor to AI) in the private equity investment ecosystem, this White Paper was written to justify and convince investors in the concept and application of the protocols tested and implemented. Used in a Bitcoin Raise.
Target Investors Early US Bitcoin investors were the initial targets.
ADDRESSING ELECTRICITY'S ELEMENTAL FLAW
A pen with a cap
AI-generated content may be incorrect.
(WHITE PAPER)
Primary Objective Establish the need for the use of large batteries to support the traditional US electrical grid. Using the history of the development of electricity by Thomas Edison and the evolution of its use - the White Paper presents the challenges of the existing grid in 2017 and predicts serious challenges going forward. This without the introduction of AI use.
Target Investor(s) Located in Denmark, this company required a US-written White Paper for a Bitcoin raise primarily focused on the US. investor but also offered to non-US investors.
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INVESTOR PITCH DECK
(OUTLINE)
Primary Objective Used to focus internal discussions in brainstorming ideas and creating consensus among owners, marketing team and other stakeholders. Utlized in the presentation development working process to discuss positioning, differentiation, proof statement development and documentation.
Target Participants Internal decision-makers, Investors, Intermediaries are all involved in evaluations and decision-making.
FINANCIAL ADVISORY THRIVING AFTER RETIREMENT
(ARTICLE)
Primary Objective Attract interest of Financial Advisory owners in new service providing alternative strategies, potential buyers and consultiing to plan for succcession.
Target Markets Owners near retirement with no obvious senior professionals on staff or family in succession.
LOOKING FOR SOMETHING
OUTSIDE OF FINANCE ?
- (SHORT STORY)
- (RESEARCH PAPER)
- H
401(k) FEE MANAGEMENT
(ARTICLE)
Primary Objective Explore how corporate proofessionals can manage 401(k) fees (paid to the various providers in the bundled service) for servicees offered to employees. This article was designed as a marketing effort, aiming to enhance the firm's reputation with corporate owners.
Target Market As corporate ownership typically pays the fees associated with 401(k) funds, they find updates and educational information very helpful.
GLOBAL EQUITY PRICE VOLATILITY
(EDUCATIONAL/MARKETING HANDOUT)
Primary Objective Educate Financial Advisors on the potential impact of global equity investments/funds on the positive performance opportunity and risk mitigation characteristics. Also provide insights on when and how to utilize these investments.
Target Investors Sophisticated US Financial Advisors.
SMALL CAP VALUE EQUITY
(FUND PROFILE)
Primary Objective Go-ahead/leave-behind piece used to provide detailed information on a specific fund. Used in a wide range of situations across the marketing/sales process. Incorporates both portfolio manager experience and investment style positioning and differentiation.
Target Markets Focused on the US market exclusively, across all market segments.
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