Full-service integrated marketing, communications & investor relations firm
Lumina Consulting is a full-service, integrated marketing communications and investor relations firm that brings in-house and agency experience to new and emerging managers in the private equity arena. Combining two decades of public relations, advertising, marketing and social strategy with 10 years in the global private equity world spent raising capital, servicing investors, and helping firms stand out among their peers, Lumina Consulting brings a wide variety of services to clients in today's ever-changing capital landscape.
Bringing in-house and agency experience to new and emerging managers in the private equity arena
From creating a compelling narrative for each principal and tailored to each client, to revising marketing materials, websites and branding, from investor pitches and due diligence to regular communications and quarterly reports, from new product launches to LP events, Lumina Consulting is the strategic partner that will help shine a light on your business.
Lumina Consulting offers a wide variety of marketing and investor relations services to private equity and small businesses looking to outshine the competition. Select services are as follows:
Shedding Light
Your vision
A compelling story that sets you apart from your competitors. Consistent messaging across different channels. Materials that match your firm's ethos.
How Lumina can help
Through engagement with key stakeholders, materials audit and competitor analysis, Lumina will design a narrative direction and marketing strategy that will resonate across various target audiences.
- Review and revision of existing marketing materials to reflect firm values and narrative
- Creation of new marketing materials
- Pitch practice and refinement
- Comprehensive marketing strategy for fund and product launches
- Public relations consultation, guidance and implementation
- Social Media Strategy
Shining a Path
Your vision
Processes and systems that make sense. Turnkey materials that are easy to produce. Laying the groundwork for future fundraising activities.
How Lumina can help
Working with internal and external resources, Lumina will analyze your existing investor relations infrastructure, foster clear and accessible communication both internally and externally, and lead the way toward increased efficiency and visibility.
- Preparation for and navigation of institutional due diligence process
- Investor Communication Strategy and Materials
- Internal Communication planning and implementation
- Investor Infrastructure consultation and creation (portal, fund administration, framework)
- Visibility Program Development and Implementation to build industry profile
Bright Ideas
Your vision
Being first to market with a new strategy. Becoming an industry expert and thought leader. Producing content and events that speak for themselves.
How Lumina can help
Lumina will share bright ideas with your team to increase your engagement in the industry and with your target audiences, enabling curated, meaningful interactions across a variety of channels.
- New product consultation and development
- Website consultation and design
- Event ideation and planning
- Traditional and digital content development
- Presentation & Media training
- Podcast, Webinar and Video Production
Lumina Consulting helps light the way for businesses looking to grow.
Real Estate Private Equity Firm
Case Study
Real Estate Private Equity Firm
With prior funds being comprised largely of family office, high net worth and foundation investors, a new approach was designed to enhance the firm’s institutional profile prior to raising its first $1B fund.
Services Provided:
Representation of firm and presence on sub committees at institutional industry conferences
Creation of comprehensive library of due diligence materials to ensure rapid and complete response to requests
Standardization of historical information for effective utilization by existing and prospective investors
Comprehensive visibility plan creation for key executives to secure appearances at industry events and in the media
Arroyo Investors
Case Study
Arroyo Investors
Then called Arroyo Energy Investors, the Firm was eager to introduce a cohesive narrative and name that spoke to the company’s ethos.
Services Provided:
Complete revision of existing materials including deck and teaser (copywriting, infographic conception and design)
New format and redesign of quarterly investor reporting to match new deck
Introduction and exploration of dropping "energy" from the firm's name (now called Arroyo Investors)
Driftwood Capital
Case Study
Driftwood Capital
Driftwood Capital’s website reflected a tale of two cities: a long-time hospitality investor and a firm that invited accredited investors to invest alongside them. A new, modern approach evocative of the forward-thinking nature of the firm was in order.
Services Provided:
Website architecture, structuring and copy writing
Branding of direct-to-investor platform (DealDirect)
Video story and production
Complete revision of all marketing materials to reflect new narrative
Why Lumina Consulting?
20 years of integrated marketing communications with a focus on building the right mix for your business
10 years in the private equity space, including global investor experience
Ability to zero in on why your business matters and what makes it unique
Detail-oriented, hands-on approach while keeping the big picture in mind
Executive presence, delivering high-level strategy in a personalized manner
Extension of your marketing, communications, PR, IR and capital raising capability
Today's investors act not simply based on returns, but on authenticity, consistency and communication. Lumina Consulting is committed to helping clients maximize their marketing dollars by delivering a personalized mix of services that will help streamline messaging and processes, as well as elevate clients from the competition
Caroline Lewittes
Lumina Consulting — Founder
Lumina Consulting's founder, Caroline Gould Lewittes, began her career in consumer public relations (PR) in New York City, then migrated to a full-service PR, Advertising and Marketing firm where she honed her skills in all aspects of the communications process.
After moving to South Florida in 2013, Caroline pivoted to private equity, spearheading investor and public relations for a real estate private equity manager. Caroline applied her marketing toolkit to the private equity world, building and implementing a marketing and visibility program that helped lead to significant commitments by some of the world's largest investors. She also helped to build an institutional real estate fundraising arm, creating thorough due diligence processes and procedures, robust investor communications and compelling LP conferences.
Caroline has also served in the same capacity at a retail investor-focused firm, where she was able to introduce institutional-level practices to a clientele of high net worth, family office and registered investor advisor channels. She was also responsible for collateral development, marketing processes and sales of individual investments via the firm's special purpose entities.
Caroline has consulted with real assets clients in a similar capacity, conducting complete audits and overhauls of marketing materials, investor reporting, strategy and more.
Throughout her career, Caroline has created and implemented a high-level, multi-pronged approach to help businesses distinguish themselves from their peers. It is this ability to shed light that has led Caroline to start Lumina Consulting.