Asset Management Company:
Fundraising Deck

Turn a Word document into a fundraising presentation that looks “young, fresh, not sleepy” and is in line with a recent rebrand. Endeavor to include visuals that complement or replace text where possible.​​​​​​​

Built in PowerPoint.

Company name and presentation content (including all text, metrics, and data) have been scrubbed for confidentiality. The content you see here is not necessarily factual or an accurate representation of the company’s positioning or strategy. These slides are meant to showcase design and layout only.

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Opening slide

Impactful first slide that presents high-level firm description in an unmissable manner.

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Executive summary slide

Reformatted original text to be more digestible by:

  • Creating clear text hierarchy

  • Turning sentences into tables (on right) for easy understanding at a glance

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Investment strategy slide

Utilizing non-traditional layout to maximize slide real estate, without losing focus on the comparison between strategies.

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Market opportunity slide

Reverse-engineered and adapted charts from third-party sources to conform to deck.

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Asset allocation slide

Cleanly-formatted pie charts.

"We have always appreciated Gloria's inclination to provide thoughtful feedback and think critically about the assignment at hand."

 

“Our firm leveraged Gloria’s design work for all of our marketing materials as we brought our most recent fund to market. In particular, Gloria worked on our pitch book and fund summaries. She took our very basic brand guide along with rough content outlines for each document and produced well designed final products that have been warmly received by our investors. It is easy to work with Gloria as she can take input live, or over email, and then produce drafts in a timely manner. Gloria is also capable of producing work with a lot of direction, or with as little direction as, please make this look better. It is clear that Gloria has subject matter expertise and knows what particular documents should look like. Additionally, we have always appreciated her inclination to provide thoughtful feedback and think critically about the assignment at hand. We certainly recommend Gloria and look forward to working with her on future endeavors.”

—Head of Business Development and Investor Relations

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