Frequently asked questions

I charge hourly and invoice monthly. Please get in touch to find out my current rate.

I can provide an estimate of how long I think your project will take (cost and timeline). Estimates are most accurate if I am able to see the exact content you are working with (i.e. a full draft of your deck). Always happy to sign an NDA.

I have experience with just about every kind of presentation or print document a typical investment firm needs:

• Firm overview decks

• Fundraising decks

• Annual general meeting (AGM) decks

• Acquisition offer decks (OMs/CIMs)

• Acquisition/disposition announcements

• One/two-pagers

• PPMs and DDQs

• Quarterly letters

• Brochures

• And more

Less frequently, and for existing clients only, I will:

• Create graphics for LinkedIn and/or email newsletters

• Consult on visual brand

• Develop brand guidelines

I do not:

• Create logos

• Design websites

• Create graphics for trade shows (booths, large-scale banners, etc.)

• Consult on content (see next Q)

Need something I haven’t mentioned? Please feel free to ask.

I do not consult on content or provide copywriting services. Clients engage with me once they know the story they want to tell, and their content is 90%+ complete. I may re-arrange or reformat content as needed, but that is the extent to which I will alter it.

PowerPoint*, Word, and/or Excel for the vast majority of projects. Yes, you will be able to edit them - I build every element from scratch.

Adobe Illustrator, InDesign, Photoshop are used as needed if the project demands it (e.g. brochures destined for print should always be built in Illustrator or InDesign). I will let you know if this is the case, as you will not be able to edit these without access to Adobe software.

* Output for Google Slides is possible, but requires that I convert PowerPoint files to Slides and repair anything that breaks during the conversion process. My workflow in PowerPoint is extremely streamlined so, even with this additional conversion time, this is the fastest way for me to design your deck for Slides.

(1) Gathering information and files. Kick-off call if needed.

(2) Designing two sets of options. These are usually 3-5 slides* and can be thought of as a preview of a possible final product. This step is intended to help create alignment on design direction. Ideally, clients are able to select one option to move forward with.

(3) Executing full draft. The rest of the deck is designed in accordance with the option selected (or a combination thereof). Content changes and requested design changes are handled in an iterative fashion until the final product is deemed complete.

(4) Wrapping up. Final design files and supporting files are provided.

* The first project clients and I start with is almost always a deck because decks give us a chance to set precedents for a wide variety of style elements (e.g. colour palette, fonts, visual motifs, etc.).

Email. Calls are only scheduled when email will not suffice (e.g. kick-off calls). Otherwise, I work asynchronously with clients and most find that we do not need additional touchpoint calls.