Mutual Fund Documents — Formatting/Revisions

Currently, there are not many non-typesetting companies offering services that involve formatting of such mutual fund documents as prospectuses, proxy statements, etc. It is incredibly difficult for companies that don’t provide actual typesetting services, to format these types of documents, primarily because of the tedious nature of formatting financial tables that maintain consistency in lining up dollar signs, percentage signs, underscoring within a column, and other numerical signs that accompany numerical data. Furthermore, most word processors simply don’t know how to space columns within a table exactly the same across rows of data, as is done by professional typesetters. A typesetter makes sure that every column is lined up so as to maintain an aesthetic appeal that usually can be matched only by typesetters. A search of mutual fund documents on the Internet will quickly reveal that, in most cases, unless a mutual fund document has been typeset, the results usually leave a lot to be desired.

The Importance of Aesthetics in Your Mutual Fund Document

Why is formatting of a mutual fund document so critical? Because the introduction of your document to a potential investor is usually the first impression you will be making on that investor. Settling for a poorly formatted document — one that looks careless, sloppy and unprofessional — creates a poor first impression on your potential investor. This could negatively impact that investor’s desire to invest in your offering. Your document should have aesthetic appeal that nonverbally communicates to your investor that your offering is worthy of her or his consideration. Sometimes appearance is everything, and the importance of the visual cannot be underestimated in human relations. Easy-to-read, aesthetically pleasing documents will have a positive effect on your investor. I will work with your team to help you create that beautiful and consistent look that is sure to inspire investor confidence and help bolster your fund’s professional image.

I have the very unique ability to make a mutual fund document appear typeset using Microsoft Word. So far as I know, there is not another person in the country able to provide typeset quality and aesthetics to your mutual fund documents using word processing software, without actually having them typeset.

For those who may have wondered if those types of mutual fund services exist, they do now, and I can save you thousands of dollars in typesetting costs.

Sample Prospectus

Click here for a sample eight-page prospectus and see the potential results for yourself.

So if you want typeset quality in your mutual fund document without paying typesetting costs, and if you like what you see and are interested in having me format your mutual fund document, I look forward to hearing from you.