BEFORE

What the Client Provided

The original LP deck and deal one-pager were compiled from multiple working drafts and internal documents. The core strategy was strong, but the deck read more like an internal document than an LP-facing fundraising story, with inconsistent KPI definitions, uneven slide structure, and limited proof framing around underwriting discipline and portfolio construction. As a result, it was harder for LPs to quickly grasp the fund’s positioning, risk posture, and repeatable value-creation playbook.

Pain-Points

Fragmented Storyline

Week Proof Framing

No Cohesive Visual System

LP Fundraising Presentation

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.

Deal One-Pager

Text-heavy case study slide with dense paragraphs, lacking the storytelling elements essential for private equity presentation design.
Text-heavy case study slide with dense paragraphs, lacking the storytelling elements essential for private equity presentation design.
AFTER

Final LP Deck

We restructured the most critical sections, dense paragraphs were converted into scannable proof points. and portfolio metrics were framed clearly. The final real estate private equity LP fundraising presentation now reflects an institutional-grade structure aligned with how limited partners evaluate sponsors.

Improvements

Institutional Brand System

Visual Hierarchy

Content Optimization

LP-Ready Storyline

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.
AFTER

Final Deal One-Pager

The one-pager provides a concise, scannable institutional summary designed for live outreach and follow-up conversations. Complex underwriting details and portfolio metrics are consolidated into a structured, easy-to-digest format that highlights investment thesis, risk controls, capital structure, and expected value creation.

"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.