About this template
Help business owners and prospective partners understand your investment philosophy, the kinds of businesses you back, and how you approach ownership. The design presents a long-term holding company through a clear thesis, an illustrative portfolio focus, and practical partnership principles.
A restrained editorial style pairs generous typography with a coastal hero image, numbered section markers, and a visual sequence that explains the movement from finding a business to supporting its next chapter. The portfolio area distinguishes investment categories from current holdings, while the closing contact section invites a direct conversation.
Who it’s for
Independent holding companies, business acquirers, investment groups, and owners seeking a long-term partner who want to explain their ownership approach to business owners, advisers, and prospective partners.
What’s included
The page guides visitors from the company’s long-term investment thesis to its portfolio focus, partnership principles, and a clear invitation to make contact.
- Hero and navigation
- A prominent headline, short statement about bringing enduring businesses together, coastal image, and navigation links introduce the company and guide visitors to its thesis, portfolio, approach, and contact information.
- Investment thesis
- A concise statement explains the focus on patient ownership, trusted business leaders, and decisions made with a long horizon.
- Ownership model
- Three numbered stages describe the investment perspective: identify businesses with substance, protect what makes them work, and create room for growth.
- Portfolio focus
- An illustrative portfolio area names specialist industry, essential services, and distinctive brands as investment categories. A visible note clarifies that these categories are not a list of current holdings.
- How we partner
- Three principles explain a hands-on ownership approach centered on listening first, preserving a business’s strengths, and investing thoughtfully for its next chapter.
- Contact invitation
- A closing message speaks to owners considering a business’s next chapter and provides a direct email link for starting a conversation.
- Footer
- The footer repeats the company wordmark and long-term positioning, with a back-to-top link and copyright line.
How to use this template
Open in Revamp
Click Use this template and sign in or create an account. You’ll start with your own copy of the design, ready to personalize.
Bring your content
Replace the sample text, photos, and logo with your own. Share your content, a document, or an existing website, and ask Revamp to adapt the template to your business.
Refine and publish
Ask Revamp to adjust the colors, layout, or sections, or edit directly on the page. Review desktop and mobile, then publish. You can keep making changes after launch.
Put your website to work
Clear financial reporting and relationship management can help a holding company coordinate across its portfolio. Ask Revamp to add tools that fit your reporting and investor communication needs.
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Organize portfolio financial reporting
XeroAsk Revamp to connect Xero to support financial reporting workflows across portfolio companies.
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Keep investor relationships organized
HubSpotAsk Revamp to add contact management with HubSpot for organizing investor and business-owner conversations.
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Coordinate meeting schedules
CalendlyAsk Revamp to add consultation booking with Calendly so prospective partners can request a suitable meeting time.
Frequently asked questions
Is this template free?
Yes. The premium template is free to use through Use this template. This applies to the template itself, not hosting or other services.
Can I use my own content?
Yes. Ask Revamp to personalize the page with your company name, investment criteria, portfolio details, team information, and contact details.
Do I need coding skills?
No. Ask Revamp to personalize the content and design in plain language, without coding.
Can I change the design?
Yes. Ask Revamp to adjust the colors, typography, imagery, layout, or other design details to suit your company.
Can I keep editing after publishing?
Yes. You can keep editing your site after launch. Ask Revamp to update the content or design as your company and portfolio evolve.


