The Situation
A leading global private equity firm responsible for managing over $23 billion in assets was suffering from an identity crisis. While widely regarded as preeminent investment managers in their unique vertical, their considerable expertise did not extend to self-promotion.
In an industry dependent on intimate face-to-face relationship building, highly polished and credible presentation materials that help make complex financial information easy to understand are critical. Theirs decidedly was not.
Full of complicated line graphs, never-ending eye-chart tables, paragraph after paragraph of text, all heavily adorned with clip art… they knew they needed a makeover.
The Plan
- Assemble a broad cross-functional team consisting of senior partners, customer-facing team members, and operational staff to serve as an advisory committee.
- Leverage images and photography from the firm’s vast portfolio of luxury travel & leisure investments throughout North America and Europe as sources of affinity branding.
- Create unique, but connected, color and style elements for each line of business to allow for visual differentiation in offerings and associated promotional tactics.
- Where possible, supplement complicated financial data and charts with easy-to-understand graphic visualizations and infographics to simplify key takeaways.
- Utilize custom dimensions to ensure that PDFs and printed slides are optimized on standard letter-sized paper.
The Results
After completing the firm’s core corporate offerings presentation, the feedback from internal and external stakeholders was so favorable that our engagement was extended to overhaul all communications company-wide.
“Infinitely Big has completely transformed the way potential investors view our company – you’ve taken us to a place we never imagined. Rarely has a strategic partner so importantly impacted our bottom-line.”