BEFORE

What the Client Provided

The original fund presentation was text-heavy, lacking structure, hierarchy, or visual branding. It was hard to scan and buried their strengths, making it difficult for LPs to grasp strategy or value.

Pain-Points

Content Heavy

No Visual Hierarchy

Hard to Scan

Non-Branded

Original plain cover slide with minimal branding, lacking the visual impact required for premium private equity presentation designText-heavy "Overview" slide with dense bullet points, hindering effective investor communications and clarity."Our Strategy" slide using generic boxes and icons, failing to differentiate the firm in their fund overview deck.Text-heavy case study slide with dense paragraphs, lacking the storytelling elements essential for private equity presentation design."Areas of Focus" slide using basic column layouts that fail to visually distinguish the investment sectors in the fund overview deck.Investment criteria slide presenting data in a raw, spreadsheet-style table, hindering effective investor communications.
STEP 1

Moodboard & Brand Assets

We began with a full design refresh, introducing new typography, a focused color palette, soft gradients, and a structured layout grid system. This set the visual foundation for a deck that felt modern, calm, and credible, something LPs could trust at a glance.

Design system moodboard featuring "Fraunces" and "DM Sans" typography, a teal gradient palette, and custom icons to modernize the private equity presentation design and fund overview deck.
STEP 2

Transforming Key Slides

We redesigned key slides with improved data visuals, clearer messaging, and refined layouts. Brand-aligned gradients and graphics helped communicate the firm’s strategy and investor proposition more effectively.

Improvements

Brand Consistency

Visual Clarity

Strategic Layout

Data Visualization

Original "Value Creation" slide with a cluttered bubble diagram, hindering clarity in the fund overview deck.
Redesigned engagement slide using a clean flow diagram and teal gradients, a key improvement in private equity presentation design.
Original fund composition table with basic formatting, lacking the visual clarity needed for effective investor communications.
Redesigned portfolio diversification slide using donut charts to visualize fund growth in the fund overview deck.
Standard three-column growth strategy slide, missing the dynamic flow required for premium private equity presentation design.
Redesigned growth process slide featuring a "step-up" visual trajectory to illustrate value creation in the fund overview deck.
Original case study slide with dense text blocks, failing to highlight the key financial wins for effective investor communications.
Redesigned case study featuring a dark teal card with clear metrics ($20M to $52M EBITDA), a strong example of private equity presentation design.
AFTER

Final Fund Overview Deck

The final fund deck clearly communicated NorthMarq’s investment strategy, sector focus, thematic investment themes, and long-term platform vision. It was polished, well-structured, and designed to be confidently shared with institutional LPs, family offices, and co-investors.

Final "Purpose-Led Growth-Driven" cover slide featuring a modern teal gradient and refined typography, establishing a premium brand for the fund overview deck."Areas of Focus" slide with clear, structured columns for Consumer, Healthcare, and Professional Services, enhancing investor communications.Final firm overview slide with split layout and key metrics ($1.8B equity), designed for clear investor communications."Our Strategy" slide featuring a clean grid of investment themes (Secular Tailwinds, Defensible Businesses) for the fund overview deck."Investment Archetype" slide using a dark teal table to define macro themes and company traits in private equity presentation design.Portfolio overview slide mapping investments from 2020-2025, showcasing the firm's track record in the fund overview deck."Third Party Resources & Accreditations" slide using a structured teal hierarchy to display tech and operational partners in the fund overview deck."Advisors" slide featuring professional headshots and bios of industry executives, adding significant credibility to the private equity presentation design.
AFTER

AGM Presentation

For their annual general meeting, we built a presentation that paired structured navigation with data-driven storytelling. Complex metrics were reimagined through impactful charts and crisp data visualizations, making performance easier to scan and compare.

Clear Structure

Track Record Focus

Impactful Charts

Forward-Looking Design

"Long-Term Value Creation" AGM cover slide featuring a deep teal gradient and serif typography, setting a professional tone for investor communications.Legal disclaimer slide formatted with clean typography, ensuring compliance without disrupting the visual flow of the AGM presentation design.Investor day timeline slide tracking AUM milestones (2015-2023) with clear status indicators for the fund overview deck.Financial targets slide comparing past performance vs. 2026 goals using structured data tables, a hallmark of premium private equity presentation design."Private Equity is Core to Our DNA" slide featuring a custom helix graphic to visualize the firm's differentiated approach in the AGM presentation design."Silver Tsunami" market demographic chart illustrating the aging population opportunity, a key data visual in the fund overview deck.Risk management framework slide outlining governance and culture, essential for building trust in investor communications.Innovation timeline slide tracking platform launches (2021-Today), showcasing the firm's evolution in this private equity presentation design.