The Brief

A Different Job Than the Fund Deck

The annual meeting had to carry the firm's full story through a single live sitting. The content overlapped with the fund overview deck we had already built for them. The problems did not.

What made it different

Presented, not readData that lands

The content was all there. The hierarchy wasn't.

AGM material tends to arrive laid out like a document: even blocks of text, every point weighted the same, no visual to anchor it. It reads fine on its own, but presented live it gives the room nothing to hold onto. We rebuilt each slide around one visual with a clear hierarchy, so the message lands at a glance and the presenter has one thing to speak to.

Example 1Example 2Example 3

Before · Raw layout

Original AGM slide with an even grid of equal-weight text boxes describing the investment process

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After · Designed

Redesigned AGM slide with one funnel visual narrowing to a single takeaway on risk-adjusted returns

Before · Raw layout

Original AGM slide with a stock image, dense text columns and a checklist on the private equity approach

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After · Designed

Redesigned AGM slide using a DNA helix visual to connect the firm's approach to its ecosystem

Before · Raw layout

Original timeline slide with three dense text columns across eras

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After · Designed

Redesigned timeline slide with a rising wedge and a simple icon row for each era

The room didn't need all the information. It needed the part that made the point.

The source slides carried everything: the full dataset, the supporting detail, the caveats, all on screen at once. Accurate, but all competing for attention. For a live meeting we reduced each one to what the story turns on: the few figures that carry the point, shown large, with the key movement called out. Less on the screen, so the takeaway reads in a second instead of being searched for.

Example 1Example 2Example 3
Original stock price area chart plotting every year with extra callouts

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Redesigned slide with five milestone bars and the 8x growth figure pulled out large

Before · Raw layout

Original line chart of retiree population with a supporting data list

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After · Designed

Redesigned layered area chart of the aging population with two headline figures

Before · Raw layout

Original dense table of asset management reporting by year

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After · Designed

Redesigned stacked bar charts comparing legacy and go-forward reporting
The Narrative We Built

We Shaped the Meeting as One Continuous Story

Instead of a stack of updates, the deck moves through a single arc. Each section sets up the next, so the room follows the argument from where the firm has been to where it is going.

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Track record slide showing AUM milestones the firm reached since 2015
Targets slide comparing the last investor day targets with updated 2026 goals
Our edge slide with a DNA helix connecting the firm's approach to its ecosystem
Market slide showing the growing aging population behind the opportunity
Access slide showing distribution reach across platforms, advisors and countries
The build slide with a timeline of platform launches from 2021 to today
THE RESULT

One Deck for the Room. One Voice Across Every LP Touchpoint.

The annual meeting joined the fund deck under a single system. Two decks, built for two different moments, that read as one firm to the investors who see both.

NorthMarq AGM deck, Cover slide, Long-Term Value CreationNorthMarq AGM deck, Agenda slide listing the six chapters and presentersNorthMarq AGM deck, Track Record chapter dividerNorthMarq AGM deck, Industry leadership and governance slideNorthMarq AGM deck, Targets progress table slideNorthMarq AGM deck, Targets chapter dividerNorthMarq AGM deck, Individual investor opportunity pyramid slideNorthMarq AGM deck, Industry growth drivers bar chart slideNorthMarq AGM deck, Ecosystem outlook growth chart slideNorthMarq AGM deck, Our Edge chapter dividerNorthMarq AGM deck, Net profit contribution by operating group slideNorthMarq AGM deck, Capital and liquidity update slideNorthMarq AGM deck, Access chapter dividerNorthMarq AGM deck, ESG priorities slideNorthMarq AGM deck, Risk culture and governance slideNorthMarq AGM deck, The Build chapter dividerNorthMarq AGM deck, Growth ambition roadmap slideNorthMarq AGM deck, Medium-term outlook slideNorthMarq AGM deck, Updated five-year targets slideNorthMarq AGM deck, Outlook summary slide
CONCLUSION

One Deck. One Narrative.
Ready for the Room

Bloom started with strong science and valuable clinical evidence spread across multiple formats. The final company overview presentation brings everything into one connected investor journey. The science is easier to understand, the clinical signal is easier to evaluate, and the commercial opportunity arrives in the same consistent visual language.

Built to Be Presented

One idea per slide, sized to read from the back of the room. The presenter carries the detail.

A Navigable Narrative

A single arc from track record to what's next, with a section nav on every slide keeping the room oriented.

Data Made to Land

Dense performance and market tables rebuilt as visuals an LP takes in within seconds.

One Design System

The AGM inherited the brand and system we had already built for the fund overview deck.