Redesigning a Private Equity Fund Deck to Communicate Institutional Value
ClearPath Capital Partners is a Boston-based private equity firm focused on control and structured minority investments in lower middle-market, tech-enabled businesses. They needed a Fund I presentation that clearly communicates their thesis, target profile, value-creation playbook, and fund structure without overwhelming LPs.
All the content and company name is redacted/replaced to maintain confidentiality.
Private Equity
2 Weeks
Fund I Presentation
Boston, USA
The original fund deck had the substance but not the polish. It was dense, inconsistent, and lacked a clear LP narrative. Branding was minimal. Key investor questions, who you are, why now, and how you win, weren’t sequenced tightly.
Pain-Points
Non-Branded
Inconsistent
Dense Content
Unclear Flow
We created a modern, flexible system with institutional typography, a deep navy and steel color palette, and modular layouts for terms, team, and track record. Complex strategies and portfolio levers were redrawn into simple, scan-friendly visuals with consistent iconography.
We rebuilt ClearPath’s fund deck into a sharper LP narrative. Complex terms, market data, and case studies were redesigned into clean infographics and concise storytelling , making the fund’s thesis and track record easy to digest.
Value Add
Structured Fund Terms
Applied AI Market Positioning
Visualized Track Record
Streamlined Case Studies
The final presentation delivers confidence and consistency. From firm overview to investment process, the deck now flows in the order LPs expect, highlights operational value creation, and conveys ClearPath as a disciplined, institutional partner.
Institutional Investor Readiness
Operational Value Creation Story
Visual Consistency
LP-First Narrative Flow
